Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MDARX (MainStay Moderate ETF Allocation Fund Class R3) | 5.77% | 16.50% | 12.27% | 5.71% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDARX (MainStay Moderate ETF Allocation Fund Class R3) | 07/01/2020 | 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 (%) | -1.77 | 16.50 | 12.27 | 5.71 | NA | NA | NA | … | … | 5.77 | 13.40 | 9.24 | 13.58 | -14.03 | 10.40 | 13.17 |
| Sharpe Ratio | NA | 1.57 | 0.92 | 0.29 | NA | NA | NA | … | … | 1.07 | 0.96 | 0.65 | 1.11 | -0.95 | 1.24 | 3.13 |
| Standard Deviation(%) | NA | 8.80 | 9.79 | 11.19 | NA | NA | NA | … | … | 10.70 | 11.05 | 8.66 | 8.98 | 16.27 | 8.39 | 8.86 |
| Draw Down(%) | NA | 6.50 | 12.04 | 20.59 | NA | NA | NA | … | … | 6.50 | 11.13 | 5.06 | 8.78 | 19.97 | 4.29 | 4.82 |
| Yield(%) | 0.00 | 3.70 | 2.86 | 2.04 | 1.29 | 0.86 | 0.64 | … | … | 0.00 | 3.81 | 2.15 | 2.10 | 1.27 | 1.17 | 0.59 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| MDARX (MainStay Moderate ETF Allocation Fund Class R3) |
0.98%
Apr 2021 – Apr 2024 |
5.19%
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 |
|---|---|---|---|---|
| MDARX (MainStay Moderate ETF Allocation Fund Class R3) |
13.85%
Sep 2022 – Sep 2025 |
7.88%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart