Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MMRHX (MAINSTAY MODERATE ALLOCATION FUND CLASS R3) | NA | 11.79% | 2.89% | 6.26% | NA | NA | NA | … | … |
Data as of 02/26/2024, Common starting date is 03/02/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MMRHX (MAINSTAY MODERATE ALLOCATION FUND CLASS R3) | 03/02/2016 | 02/26/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.05 | 11.79 | 2.89 | 6.26 | NA | NA | NA | … | … | 2.04 | 12.92 | -14.28 | 11.51 | 12.41 | 18.71 | -9.42 | 14.19 | 9.53 |
| Sharpe Ratio | NA | 1.04 | 0.07 | 0.37 | NA | NA | NA | … | … | 1.42 | 1.08 | -1.03 | 1.41 | 0.61 | 2.51 | -0.53 | 3.10 | 1.49 |
| Standard Deviation(%) | NA | 7.75 | 11.01 | 12.70 | NA | NA | NA | … | … | 7.51 | 8.13 | 15.31 | 8.17 | 19.86 | 6.89 | 20.24 | 4.40 | 7.59 |
| Draw Down(%) | NA | 8.02 | 20.83 | 24.37 | NA | NA | NA | … | … | 1.59 | 8.02 | 20.14 | 4.29 | 24.37 | 3.94 | 15.76 | 1.67 | 3.92 |
| Yield(%) | 0.00 | 0.02 | 4.56 | 5.24 | 4.43 | 2.95 | 2.21 | … | … | 0.00 | 0.02 | 4.32 | 9.43 | 5.69 | 5.21 | 6.08 | 5.78 | 3.53 |
Data as of 02/26/2024, Common starting date is 03/02/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMRHX (MAINSTAY MODERATE ALLOCATION FUND CLASS R3) |
0.40%
Mar 2017 – Mar 2020 |
2.25%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMRHX (MAINSTAY MODERATE ALLOCATION FUND CLASS R3) |
14.17%
Dec 2018 – Dec 2021 |
9.53%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart