Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCKRX (MAINSTAY CONSERVATIVE ALLOCATION FUND CLASS R3) | NA | 8.71% | 1.28% | 4.22% | NA | NA | NA | … | … |
Data as of 02/26/2024, Common starting date is 03/02/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCKRX (MAINSTAY CONSERVATIVE ALLOCATION FUND CLASS R3) | 03/02/2016 | 02/26/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.69 | 8.71 | 1.28 | 4.22 | NA | NA | NA | … | … | 0.96 | 10.52 | -13.04 | 7.15 | 10.47 | 14.11 | -7.51 | 9.88 | 8.02 |
| Sharpe Ratio | NA | 0.80 | -0.09 | 0.30 | NA | NA | NA | … | … | 0.45 | 0.99 | -1.26 | 1.23 | 0.74 | 2.76 | -1.30 | 2.96 | 1.78 |
| Standard Deviation(%) | NA | 6.15 | 8.30 | 9.17 | NA | NA | NA | … | … | 6.36 | 6.38 | 11.49 | 5.78 | 13.86 | 4.61 | 6.80 | 3.14 | 5.31 |
| Draw Down(%) | NA | 6.66 | 18.60 | 19.25 | NA | NA | NA | … | … | 1.46 | 6.66 | 17.85 | 3.29 | 19.25 | 2.49 | 11.79 | 1.22 | 2.59 |
| Yield(%) | 0.00 | 2.34 | 4.05 | 4.21 | 3.41 | 2.27 | 1.70 | … | … | 0.00 | 2.40 | 2.77 | 7.40 | 5.04 | 2.47 | 4.86 | 4.34 | 2.09 |
Data as of 02/26/2024, Common starting date is 03/02/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCKRX (MAINSTAY CONSERVATIVE ALLOCATION FUND CLASS R3) |
0.20%
Sep 2019 – Sep 2022 |
1.05%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCKRX (MAINSTAY CONSERVATIVE ALLOCATION FUND CLASS R3) |
10.54%
Dec 2018 – Dec 2021 |
6.81%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart