Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MMRDX (MAINSTAY MODERATE ALLOCATION FUND INVESTOR CLASS) | 7.98% | 16.91% | 11.95% | 3.34% | 5.72% | 5.98% | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MMRDX (MAINSTAY MODERATE ALLOCATION FUND INVESTOR CLASS) | 03/05/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.59 | 16.91 | 11.95 | 3.34 | 5.72 | 5.98 | NA | … | … | 7.98 | 10.91 | 8.57 | 12.88 | -17.94 | 5.54 | 8.14 | 17.78 | -9.27 | 10.42 | 10.01 | -2.14 | -0.61 | 24.15 | 14.05 | 0.41 | 11.63 | 22.95 | -20.65 |
| Sharpe Ratio | NA | 1.86 | 1.01 | 0.08 | 0.37 | NA | NA | … | … | 1.76 | 0.79 | 0.63 | 1.13 | -1.25 | 0.55 | 0.39 | 2.34 | -1.10 | 1.72 | 1.00 | -0.25 | -0.07 | 2.87 | 1.72 | 0.02 | 1.04 | 1.53 | -1.01 |
| Standard Deviation(%) | NA | 7.94 | 8.91 | 10.77 | 11.16 | NA | NA | … | … | 9.69 | 10.16 | 7.83 | 8.21 | 15.54 | 10.05 | 20.17 | 6.96 | 9.69 | 5.68 | 9.80 | 8.72 | 8.51 | 8.41 | 8.23 | 16.23 | 11.12 | 14.95 | 24.98 |
| Draw Down(%) | NA | 6.43 | 12.26 | 25.10 | 25.10 | NA | NA | … | … | 6.43 | 11.20 | 4.53 | 7.97 | 20.06 | 6.44 | 24.43 | 3.93 | 15.71 | 3.49 | 8.96 | 9.68 | 7.77 | 4.83 | 7.50 | 14.46 | 9.14 | 15.46 | 33.36 |
| Yield(%) | 0.00 | 5.19 | 4.35 | 2.90 | 3.89 | 4.48 | 3.84 | … | … | 0.00 | 5.31 | 6.53 | 0.20 | 0.71 | 3.56 | 1.46 | 4.23 | 6.30 | 5.68 | 3.63 | 4.51 | 6.81 | 5.72 | 2.42 | 1.85 | 2.44 | 2.22 | 3.32 |
Data as of 06/04/2026, Common starting date is 03/05/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMRDX (MAINSTAY MODERATE ALLOCATION FUND INVESTOR CLASS) |
-2.55%
Nov 2020 – Nov 2023 |
0.02%
Dec 2017 – Dec 2022 |
2.59%
Oct 2013 – Oct 2023 |
4.04%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMRDX (MAINSTAY MODERATE ALLOCATION FUND INVESTOR CLASS) |
17.84%
Feb 2009 – Feb 2012 |
15.76%
Feb 2009 – Feb 2014 |
9.60%
Feb 2009 – Feb 2019 |
7.46%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart