Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSXMX (MainStay S&P 500 Index Fund Simple Class) | 11.00% | 27.60% | 21.79% | 13.09% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSXMX (MainStay S&P 500 Index Fund Simple Class) | 09/01/2020 | 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 (%) | 0.30 | 27.60 | 21.79 | 13.09 | NA | NA | NA | … | … | 11.00 | 17.01 | 23.68 | 25.61 | -18.87 | 27.56 | 6.74 |
| Sharpe Ratio | NA | 2.20 | 1.30 | 0.63 | NA | NA | NA | … | … | 1.95 | 0.76 | 1.58 | 1.70 | -0.84 | 2.10 | 1.13 |
| Standard Deviation(%) | NA | 11.87 | 14.79 | 16.86 | NA | NA | NA | … | … | 13.51 | 18.61 | 12.68 | 13.07 | 24.17 | 13.10 | 19.08 |
| Draw Down(%) | NA | 8.99 | 18.81 | 25.02 | NA | NA | NA | … | … | 8.99 | 18.81 | 8.48 | 10.08 | 25.02 | 5.20 | 9.57 |
| Yield(%) | 0.00 | 1.05 | 4.01 | 4.66 | 3.38 | 2.25 | 1.69 | … | … | 0.00 | 1.07 | 6.01 | 4.76 | 7.36 | 5.18 | 7.88 |
Data as of 06/04/2026, Common starting date is 09/01/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSXMX (MainStay S&P 500 Index Fund Simple Class) |
7.13%
Apr 2021 – Apr 2024 |
11.14%
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 |
|---|---|---|---|---|
| MSXMX (MainStay S&P 500 Index Fund Simple Class) |
23.93%
Sep 2022 – Sep 2025 |
16.65%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart