Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MWFVX (MainStay Equity ETF Allocation Fund Simple Class) | 9.68% | 25.11% | 17.66% | 8.34% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MWFVX (MainStay Equity ETF Allocation Fund Simple Class) | 09/02/2020 | 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 (%) | -2.56 | 25.11 | 17.66 | 8.34 | NA | NA | NA | … | … | 9.68 | 17.62 | 13.66 | 19.13 | -18.27 | 18.23 | 9.47 |
| Sharpe Ratio | NA | 2.08 | 1.09 | 0.40 | NA | NA | NA | … | … | 2.04 | 0.86 | 0.79 | 1.17 | -0.85 | 1.39 | 1.89 |
| Standard Deviation(%) | NA | 12.85 | 14.62 | 16.51 | NA | NA | NA | … | … | 15.23 | 17.27 | 12.73 | 13.37 | 23.27 | 13.13 | 16.70 |
| Draw Down(%) | NA | 9.32 | 18.27 | 26.62 | NA | NA | NA | … | … | 9.32 | 17.65 | 8.62 | 11.97 | 25.89 | 6.48 | 7.43 |
| Yield(%) | 0.00 | 2.89 | 2.40 | 1.59 | 1.02 | 0.68 | 0.51 | … | … | 0.00 | 2.98 | 2.37 | 1.04 | 0.62 | 0.90 | 0.43 |
Data as of 06/05/2026, Common starting date is 09/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWFVX (MainStay Equity ETF Allocation Fund Simple Class) |
2.16%
Apr 2021 – Apr 2024 |
7.28%
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 |
|---|---|---|---|---|
| MWFVX (MainStay Equity ETF Allocation Fund Simple Class) |
19.70%
May 2023 – May 2026 |
12.27%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart