Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MNELX (MainStay Conservative ETF Allocation Fund Class I) | 5.78% | 14.58% | 10.43% | 4.73% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MNELX (MainStay Conservative ETF Allocation Fund Class I) | 07/01/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.25 | 14.58 | 10.43 | 4.73 | NA | NA | NA | … | … | 5.78 | 11.37 | 6.85 | 11.21 | -11.92 | 6.70 | 9.28 |
| Sharpe Ratio | NA | 1.91 | 0.98 | 0.26 | NA | NA | NA | … | … | 1.44 | 1.05 | 0.46 | 1.03 | -1.05 | 1.12 | 3.03 |
| Standard Deviation(%) | NA | 6.59 | 7.64 | 8.69 | NA | NA | NA | … | … | 8.16 | 8.14 | 7.03 | 7.36 | 12.75 | 5.94 | 6.34 |
| Draw Down(%) | NA | 4.96 | 9.12 | 17.74 | NA | NA | NA | … | … | 4.96 | 7.97 | 3.54 | 7.15 | 17.09 | 3.38 | 3.47 |
| Yield(%) | 0.00 | 4.04 | 3.56 | 2.95 | 1.79 | 1.19 | 0.89 | … | … | 0.47 | 4.37 | 2.80 | 3.59 | 2.16 | 2.61 | 0.98 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| MNELX (MainStay Conservative ETF Allocation Fund Class I) |
0.32%
Apr 2021 – Apr 2024 |
4.12%
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 |
|---|---|---|---|---|
| MNELX (MainStay Conservative ETF Allocation Fund Class I) |
11.22%
Sep 2022 – Sep 2025 |
5.76%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart