Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MMRKX (MainStay Moderate Allocation Fund Class R2) | NA | 12.05% | 3.14% | NA | NA | NA | NA | … | … |
Data as of 02/26/2024, Common starting date is 06/17/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MMRKX (MainStay Moderate Allocation Fund Class R2) | 06/17/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.05 | 12.05 | 3.14 | NA | NA | NA | NA | … | … | 2.27 | 13.02 | -14.10 | 11.85 | 12.65 | 7.37 |
| Sharpe Ratio | NA | 1.03 | 0.10 | NA | NA | NA | NA | … | … | 1.82 | 1.03 | -1.02 | 1.44 | 0.63 | 2.00 |
| Standard Deviation(%) | NA | 8.06 | 11.06 | NA | NA | NA | NA | … | … | 6.83 | 8.56 | 15.22 | 8.22 | 19.78 | 6.39 |
| Draw Down(%) | NA | 7.92 | 20.62 | NA | NA | NA | NA | … | … | 1.36 | 7.92 | 19.97 | 4.27 | 24.41 | 3.41 |
| Yield(%) | 0.00 | 0.29 | 4.79 | 5.24 | 2.62 | 1.75 | 1.31 | … | … | 0.00 | 0.30 | 4.54 | 9.69 | 5.94 | 4.00 |
Data as of 02/26/2024, Common starting date is 06/17/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMRKX (MainStay Moderate Allocation Fund Class R2) |
1.91%
Sep 2019 – Sep 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMRKX (MainStay Moderate Allocation Fund Class R2) |
9.30%
Mar 2020 – Mar 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart