Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MMRBX (MAINSTAY MODERATE ALLOCATION FUND CLASS B) | NA | 6.34% | 1.68% | 1.50% | 2.78% | 4.90% | NA | … | … |
Data as of 02/20/2025, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MMRBX (MAINSTAY MODERATE ALLOCATION FUND CLASS B) | 04/08/2005 | 02/20/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.07 | 6.34 | 1.68 | 1.50 | 2.78 | 4.90 | NA | … | … | 2.85 | 2.23 | 12.04 | -18.62 | 4.68 | 7.33 | 16.89 | -9.97 | 10.36 | 8.43 | -2.92 | -0.63 | 23.28 | 12.40 | -0.27 | 10.45 | 22.07 | -25.35 | 7.41 | 10.46 | 6.23 |
| Sharpe Ratio | NA | -0.26 | -0.31 | -0.11 | 0.08 | NA | NA | … | … | 2.63 | -0.45 | 0.96 | -1.29 | 0.46 | 0.35 | 2.25 | -1.17 | 1.86 | 0.86 | -0.34 | -0.08 | 2.87 | 1.55 | -0.02 | 0.94 | 1.48 | -1.13 | 0.49 | 1.11 | 0.99 |
| Standard Deviation(%) | NA | 9.74 | 11.49 | 13.57 | 11.20 | NA | NA | … | … | 7.70 | 9.71 | 8.20 | 15.60 | 10.09 | 20.23 | 6.89 | 9.70 | 5.26 | 9.54 | 8.79 | 8.16 | 8.08 | 8.03 | 16.29 | 11.00 | 14.81 | 23.08 | 9.07 | 6.52 | 6.32 |
| Draw Down(%) | NA | 9.90 | 17.12 | 25.71 | 25.71 | NA | NA | … | … | 1.71 | 9.08 | 8.10 | 20.53 | 6.65 | 24.44 | 3.97 | 16.22 | 2.85 | 9.04 | 9.80 | 7.25 | 4.87 | 7.57 | 14.69 | 9.61 | 15.57 | 33.94 | 6.01 | 5.36 | 3.97 |
| Yield(%) | 0.00 | 2.42 | 0.81 | 1.19 | 2.52 | 3.51 | 3.36 | … | … | 0.00 | 2.45 | 0.00 | 0.05 | 2.78 | 0.64 | 3.32 | 5.54 | 4.86 | 2.85 | 3.79 | 6.11 | 4.97 | 1.62 | 1.10 | 1.34 | 1.45 | 2.54 | 4.58 | 4.39 | 0.85 |
Data as of 02/20/2025, Common starting date is 04/08/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMRBX (MAINSTAY MODERATE ALLOCATION FUND CLASS B) |
-7.81%
Feb 2006 – Feb 2009 |
-0.77%
Dec 2017 – Dec 2022 |
1.81%
Oct 2013 – Oct 2023 |
2.78%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMRBX (MAINSTAY MODERATE ALLOCATION FUND CLASS B) |
16.82%
Feb 2009 – Feb 2012 |
14.83%
Feb 2009 – Feb 2014 |
8.74%
Feb 2009 – Feb 2019 |
6.63%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart