Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSXAX (MAINSTAY S&P 500 INDEX FUND CLASS A) | 10.65% | 27.38% | 21.90% | 10.83% | 12.85% | 12.50% | 9.81% | … | … |
Data as of 06/03/2026, Common starting date is 01/15/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSXAX (MAINSTAY S&P 500 INDEX FUND CLASS A) | 01/15/2004 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.45 | 27.38 | 21.90 | 10.83 | 12.85 | 12.50 | 9.81 | … | … | 10.65 | 17.26 | 23.98 | 25.96 | -25.09 | 23.50 | 9.27 | 30.69 | -4.71 | 21.07 | 12.21 | 0.79 | 12.99 | 31.62 | 15.33 | 1.56 | 14.35 | 25.77 | -37.23 | 4.89 | 15.09 | 4.15 | 8.21 |
| Sharpe Ratio | NA | 2.23 | 1.32 | 0.48 | 0.60 | NA | NA | … | … | 1.97 | 0.78 | 1.61 | 1.72 | -1.04 | 1.77 | 0.25 | 2.34 | -0.36 | 3.07 | 0.67 | 0.05 | 1.14 | 2.85 | 1.21 | 0.06 | 0.78 | 0.95 | -0.93 | 0.11 | 1.17 | 0.18 | 0.68 |
| Standard Deviation(%) | NA | 11.87 | 14.78 | 17.32 | 18.87 | NA | NA | … | … | 13.51 | 18.59 | 12.66 | 13.09 | 25.65 | 13.24 | 35.41 | 12.50 | 17.13 | 6.68 | 18.01 | 15.47 | 11.39 | 11.07 | 12.76 | 23.49 | 18.28 | 27.06 | 40.93 | 15.99 | 10.02 | 10.27 | 11.12 |
| Draw Down(%) | NA | 8.97 | 18.78 | 27.82 | 33.79 | NA | NA | … | … | 8.97 | 18.78 | 8.47 | 10.03 | 26.67 | 6.90 | 33.79 | 6.66 | 19.31 | 2.63 | 10.29 | 12.05 | 7.35 | 5.61 | 9.66 | 18.85 | 15.68 | 27.19 | 47.85 | 9.90 | 7.52 | 7.08 | 7.61 |
| Yield(%) | 0.00 | 1.21 | 4.19 | 2.68 | 7.10 | 8.45 | 6.88 | … | … | 0.00 | 1.23 | 6.20 | 4.90 | 0.96 | 1.11 | 1.21 | 19.26 | 12.10 | 15.79 | 9.92 | 5.29 | 1.71 | 1.75 | 1.72 | 1.46 | 1.47 | 1.66 | 1.54 | 1.49 | 1.46 | 1.18 | 1.26 |
Data as of 06/03/2026, Common starting date is 01/15/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSXAX (MAINSTAY S&P 500 INDEX FUND CLASS A) |
-15.53%
Feb 2006 – Feb 2009 |
-7.16%
Feb 2004 – Feb 2009 |
5.85%
Feb 2006 – Feb 2016 |
6.72%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSXAX (MAINSTAY S&P 500 INDEX FUND CLASS A) |
24.81%
Feb 2009 – Feb 2012 |
22.28%
Feb 2009 – Feb 2014 |
16.10%
Feb 2009 – Feb 2019 |
13.95%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart