Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MWFAX (MainStay Equity ETF Allocation Fund Class A) | 12.58% | 28.52% | 18.96% | 9.37% | 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 |
|---|---|---|
| MWFAX (MainStay Equity 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 (%) | 0.45 | 28.52 | 18.96 | 9.37 | NA | NA | NA | … | … | 12.58 | 19.29 | 13.91 | 19.49 | -18.08 | 18.46 | 23.27 |
| Sharpe Ratio | NA | 2.10 | 1.11 | 0.42 | NA | NA | NA | … | … | 2.07 | 0.96 | 0.81 | 1.20 | -0.84 | 1.40 | 3.44 |
| Standard Deviation(%) | NA | 12.87 | 14.65 | 16.52 | NA | NA | NA | … | … | 15.22 | 17.39 | 12.77 | 13.36 | 23.25 | 13.15 | 14.96 |
| Draw Down(%) | NA | 9.33 | 18.23 | 26.42 | NA | NA | NA | … | … | 9.33 | 17.66 | 8.59 | 11.94 | 25.72 | 6.46 | 7.43 |
| Yield(%) | 0.00 | 3.10 | 2.66 | 1.84 | 1.31 | 0.87 | 0.66 | … | … | 0.00 | 3.20 | 2.57 | 1.35 | 0.83 | 1.18 | 0.49 |
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 |
|---|---|---|---|---|
| MWFAX (MainStay Equity ETF Allocation Fund Class A) |
2.41%
Apr 2021 – Apr 2024 |
7.57%
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 |
|---|---|---|---|---|
| MWFAX (MainStay Equity ETF Allocation Fund Class A) |
20.00%
May 2023 – May 2026 |
12.57%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart