Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MMRIX (MAINSTAY MODERATE ALLOCATION FUND CLASS I) | 8.16% | 17.37% | 12.47% | 3.82% | 6.17% | 6.44% | 6.10% | … | … |
Data as of 06/04/2026, Common starting date is 04/04/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MMRIX (MAINSTAY MODERATE ALLOCATION FUND CLASS I) | 04/04/2005 | 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 (%) | 0.58 | 17.37 | 12.47 | 3.82 | 6.17 | 6.44 | 6.10 | … | … | 8.16 | 11.39 | 9.09 | 13.39 | -17.54 | 6.05 | 8.59 | 18.30 | -8.94 | 10.42 | 10.90 | -1.72 | -0.57 | 24.63 | 15.03 | 0.80 | 12.17 | 22.98 | -24.53 | 8.63 | 10.91 | 7.63 |
| Sharpe Ratio | NA | 1.94 | 1.06 | 0.12 | 0.37 | NA | NA | … | … | 1.83 | 0.84 | 0.70 | 1.20 | -1.22 | 0.60 | 0.41 | 2.42 | -0.51 | 1.66 | 1.08 | -0.20 | -0.07 | 2.88 | 1.82 | 0.05 | 1.10 | 1.56 | -1.09 | 0.61 | 1.15 | 1.25 |
| Standard Deviation(%) | NA | 7.93 | 8.90 | 10.77 | 12.50 | NA | NA | … | … | 9.65 | 10.14 | 7.84 | 8.16 | 15.58 | 10.01 | 20.18 | 6.96 | 20.22 | 5.92 | 9.92 | 8.74 | 8.74 | 8.55 | 8.31 | 16.33 | 10.96 | 14.70 | 23.40 | 9.07 | 6.55 | 6.33 |
| Draw Down(%) | NA | 6.40 | 12.10 | 24.77 | 24.77 | NA | NA | … | … | 6.40 | 11.14 | 4.50 | 7.85 | 19.77 | 6.36 | 24.34 | 3.91 | 15.64 | 3.91 | 8.92 | 9.48 | 8.13 | 4.73 | 7.39 | 14.24 | 9.05 | 15.61 | 33.39 | 5.88 | 5.33 | 3.95 |
| Yield(%) | 0.00 | 5.67 | 4.87 | 3.31 | 4.37 | 4.99 | 4.91 | … | … | 0.00 | 5.82 | 7.06 | 0.68 | 1.12 | 4.03 | 1.95 | 4.72 | 6.70 | 6.23 | 4.05 | 4.91 | 7.20 | 6.16 | 2.87 | 2.24 | 2.78 | 2.53 | 3.36 | 5.35 | 5.28 | 1.15 |
Data as of 06/04/2026, Common starting date is 04/04/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMRIX (MAINSTAY MODERATE ALLOCATION FUND CLASS I) |
-6.89%
Feb 2006 – Feb 2009 |
0.45%
Dec 2017 – Dec 2022 |
3.04%
Oct 2013 – Oct 2023 |
3.99%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMRIX (MAINSTAY MODERATE ALLOCATION FUND CLASS I) |
18.29%
Feb 2009 – Feb 2012 |
16.22%
Feb 2009 – Feb 2014 |
10.04%
Feb 2009 – Feb 2019 |
7.92%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart