Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MWFCX (MainStay Equity ETF Allocation Fund Class C) | 12.78% | 28.01% | 18.25% | 8.49% | 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 |
|---|---|---|
| MWFCX (MainStay Equity ETF Allocation Fund Class C) | 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 (%) | 0.45 | 28.01 | 18.25 | 8.49 | NA | NA | NA | … | … | 12.78 | 17.04 | 13.04 | 18.58 | -18.67 | 17.52 | 22.78 |
| Sharpe Ratio | NA | 2.03 | 1.05 | 0.37 | NA | NA | NA | … | … | 2.01 | 0.82 | 0.74 | 1.12 | -0.87 | 1.34 | 3.34 |
| Standard Deviation(%) | NA | 12.86 | 14.64 | 16.52 | NA | NA | NA | … | … | 15.19 | 17.34 | 12.72 | 13.40 | 23.26 | 13.07 | 15.04 |
| Draw Down(%) | NA | 9.37 | 18.43 | 26.93 | NA | NA | NA | … | … | 9.37 | 17.79 | 8.65 | 12.10 | 26.15 | 6.52 | 7.53 |
| Yield(%) | 0.00 | 2.19 | 1.67 | 1.00 | 0.73 | 0.49 | 0.37 | … | … | 0.00 | 2.25 | 1.65 | 0.46 | 0.19 | 0.33 | 0.40 |
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 |
|---|---|---|---|---|
| MWFCX (MainStay Equity ETF Allocation Fund Class C) |
1.65%
Apr 2021 – Apr 2024 |
6.74%
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 |
|---|---|---|---|---|
| MWFCX (MainStay Equity ETF Allocation Fund Class C) |
19.10%
May 2023 – May 2026 |
11.72%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart