Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBNBX (MAINSTAY BALANCED FUND CLASS B) | NA | 10.27% | 3.42% | 0.91% | 2.26% | 5.04% | 3.97% | … | … |
Data as of 02/20/2025, Common starting date is 01/15/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBNBX (MAINSTAY BALANCED FUND CLASS B) | 01/15/2004 | 02/20/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.19 | 10.27 | 3.42 | 0.91 | 2.26 | 5.04 | 3.97 | … | … | 3.25 | 6.41 | 5.36 | -7.12 | -6.38 | 5.35 | 15.26 | -8.61 | 8.58 | 8.87 | -3.81 | 9.48 | 20.37 | 10.85 | 1.54 | 12.20 | 21.05 | -26.10 | 1.44 | 9.50 | 3.35 | 9.56 |
| Sharpe Ratio | NA | 0.95 | 0.02 | -0.06 | 0.08 | NA | NA | … | … | 3.47 | 0.39 | 0.22 | -0.64 | -0.29 | 0.24 | 2.07 | -1.00 | 1.74 | 0.96 | -0.42 | 1.33 | 2.63 | 1.40 | 0.10 | 1.03 | 1.12 | -1.09 | -0.18 | 0.92 | 0.14 | 1.06 |
| Standard Deviation(%) | NA | 7.13 | 9.75 | 15.64 | 12.45 | NA | NA | … | … | 6.79 | 7.13 | 7.82 | 13.36 | 21.81 | 21.33 | 6.66 | 10.05 | 4.58 | 9.04 | 9.18 | 7.10 | 7.73 | 7.79 | 14.85 | 11.75 | 18.74 | 24.73 | 9.68 | 6.68 | 7.59 | 8.45 |
| Draw Down(%) | NA | 5.47 | 12.23 | 29.18 | 29.18 | NA | NA | … | … | 1.32 | 5.47 | 7.59 | 13.95 | 20.85 | 25.96 | 4.20 | 14.32 | 2.13 | 7.64 | 8.76 | 5.34 | 4.90 | 5.96 | 13.41 | 9.63 | 18.39 | 36.99 | 9.30 | 5.05 | 6.03 | 7.69 |
| Yield(%) | 0.00 | 5.00 | 1.93 | 1.22 | 2.77 | 4.16 | 3.61 | … | … | 0.00 | 4.97 | 0.42 | 0.41 | 0.24 | 0.40 | 3.03 | 6.82 | 6.05 | 1.98 | 5.21 | 8.89 | 7.54 | 0.21 | 0.26 | 0.71 | 0.32 | 0.96 | 7.21 | 3.67 | 5.28 | 2.39 |
Data as of 02/20/2025, 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 |
|---|---|---|---|---|
| MBNBX (MAINSTAY BALANCED FUND CLASS B) |
-10.86%
Feb 2006 – Feb 2009 |
-4.33%
Feb 2004 – Feb 2009 |
1.75%
Oct 2013 – Oct 2023 |
2.88%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBNBX (MAINSTAY BALANCED FUND CLASS B) |
18.07%
Feb 2009 – Feb 2012 |
16.16%
Feb 2009 – Feb 2014 |
9.90%
Feb 2009 – Feb 2019 |
6.70%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart