Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MOECX (MainStay Growth ETF Allocation Fund Class C) | 7.75% | 20.46% | 14.70% | 6.92% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MOECX (MainStay Growth ETF Allocation Fund Class C) | 07/01/2020 | 06/05/2026 |
| 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 (%) | -2.14 | 20.46 | 14.70 | 6.92 | NA | NA | NA | … | … | 7.75 | 15.06 | 11.07 | 15.91 | -15.53 | 14.07 | 18.03 |
| Sharpe Ratio | NA | 1.96 | 1.03 | 0.35 | NA | NA | NA | … | … | 1.85 | 0.85 | 0.69 | 1.10 | -0.84 | 1.27 | 3.24 |
| Standard Deviation(%) | NA | 10.81 | 12.34 | 14.11 | NA | NA | NA | … | … | 12.98 | 14.38 | 10.87 | 11.25 | 20.33 | 11.07 | 12.02 |
| Draw Down(%) | NA | 7.97 | 15.70 | 23.31 | NA | NA | NA | … | … | 7.97 | 14.89 | 7.02 | 10.53 | 22.63 | 5.71 | 6.17 |
| Yield(%) | 0.00 | 2.81 | 2.34 | 1.52 | 1.02 | 0.68 | 0.51 | … | … | 0.00 | 2.89 | 2.26 | 1.23 | 0.67 | 0.53 | 0.39 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| MOECX (MainStay Growth ETF Allocation Fund Class C) |
1.58%
Apr 2021 – Apr 2024 |
6.16%
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 |
|---|---|---|---|---|
| MOECX (MainStay Growth ETF Allocation Fund Class C) |
16.31%
May 2023 – May 2026 |
10.00%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart