Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MMRCX (MAINSTAY MODERATE ALLOCATION FUND CLASS C) | 7.60% | 15.98% | 11.12% | 2.54% | 4.89% | 5.15% | 4.85% | … | … |
Data as of 06/04/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MMRCX (MAINSTAY MODERATE ALLOCATION FUND CLASS C) | 04/08/2005 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.53 | 15.98 | 11.12 | 2.54 | 4.89 | 5.15 | 4.85 | … | … | 7.60 | 10.05 | 7.77 | 12.04 | -18.62 | 4.76 | 7.25 | 16.91 | -9.92 | 10.27 | 8.22 | -2.85 | -0.71 | 23.28 | 12.40 | -0.36 | 10.55 | 21.91 | -25.34 | 7.40 | 10.56 | 6.23 |
| Sharpe Ratio | NA | 1.76 | 0.91 | 0.00 | 0.30 | NA | NA | … | … | 1.69 | 0.71 | 0.53 | 1.03 | -1.30 | 0.47 | 0.35 | 2.23 | -1.17 | 1.82 | 0.83 | -0.33 | -0.09 | 2.88 | 1.53 | -0.02 | 0.96 | 1.48 | -1.13 | 0.47 | 1.09 | 0.99 |
| Standard Deviation(%) | NA | 7.90 | 8.91 | 10.76 | 11.12 | NA | NA | … | … | 9.56 | 10.17 | 7.85 | 8.19 | 15.52 | 10.08 | 20.20 | 6.93 | 9.73 | 5.30 | 9.60 | 8.84 | 8.16 | 8.06 | 8.15 | 16.24 | 10.93 | 14.75 | 23.23 | 9.04 | 6.58 | 6.26 |
| Draw Down(%) | NA | 6.46 | 12.50 | 25.66 | 25.66 | NA | NA | … | … | 6.46 | 11.31 | 4.55 | 8.17 | 20.53 | 6.58 | 24.39 | 3.97 | 16.22 | 2.85 | 9.16 | 9.88 | 7.25 | 4.87 | 7.57 | 14.60 | 9.61 | 15.55 | 34.00 | 6.01 | 5.44 | 3.97 |
| Yield(%) | 0.00 | 4.28 | 3.60 | 2.26 | 3.11 | 3.62 | 3.57 | … | … | 0.00 | 4.37 | 5.61 | 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 | 1.33 | 1.43 | 2.53 | 4.57 | 4.39 | 0.85 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| MMRCX (MAINSTAY MODERATE ALLOCATION FUND CLASS C) |
-7.82%
Feb 2006 – Feb 2009 |
-0.76%
Dec 2017 – Dec 2022 |
1.79%
Oct 2013 – Oct 2023 |
2.75%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMRCX (MAINSTAY MODERATE ALLOCATION FUND CLASS C) |
16.81%
Feb 2009 – Feb 2012 |
14.83%
Feb 2009 – Feb 2014 |
8.72%
Feb 2009 – Feb 2019 |
6.61%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart