Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MNEAX (MainStay Conservative ETF Allocation Fund Class A) | 5.36% | 14.40% | 10.05% | 4.53% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 07/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MNEAX (MainStay Conservative ETF Allocation Fund Class A) | 07/01/2020 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.16 | 14.40 | 10.05 | 4.53 | NA | NA | NA | … | … | 5.36 | 11.06 | 6.57 | 11.03 | -12.15 | 6.44 | 9.11 |
| Sharpe Ratio | NA | 1.87 | 0.94 | 0.23 | NA | NA | NA | … | … | 1.44 | 1.01 | 0.42 | 1.01 | -1.08 | 1.07 | 2.99 |
| Standard Deviation(%) | NA | 6.56 | 7.65 | 8.64 | NA | NA | NA | … | … | 8.05 | 8.14 | 7.07 | 7.40 | 12.58 | 5.98 | 6.29 |
| Draw Down(%) | NA | 4.95 | 9.14 | 17.86 | NA | NA | NA | … | … | 4.95 | 8.02 | 3.61 | 7.19 | 17.16 | 3.38 | 3.53 |
| Yield(%) | 0.00 | 3.78 | 3.28 | 2.71 | 1.62 | 1.08 | 0.81 | … | … | 0.40 | 4.10 | 2.53 | 3.33 | 1.92 | 2.26 | 0.82 |
Data as of 06/03/2026, Common starting date is 07/01/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNEAX (MainStay Conservative ETF Allocation Fund Class A) |
0.04%
Apr 2021 – Apr 2024 |
3.87%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNEAX (MainStay Conservative ETF Allocation Fund Class A) |
10.92%
Sep 2022 – Sep 2025 |
5.52%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart