Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MDNCX (MainStay Defensive ETF Allocation Fund Class C) | NA | 4.70% | -1.00% | NA | NA | NA | NA | … | … |
Data as of 02/26/2024, Common starting date is 07/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDNCX (MainStay Defensive ETF Allocation Fund Class C) | 07/01/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.04 | 4.70 | -1.00 | NA | NA | NA | NA | … | … | -0.78 | 7.28 | -11.36 | 1.54 | 4.71 |
| Sharpe Ratio | NA | 0.16 | -0.44 | NA | NA | NA | NA | … | … | -1.61 | 0.49 | -1.33 | 0.39 | 2.54 |
| Standard Deviation(%) | NA | 5.90 | 7.01 | NA | NA | NA | NA | … | … | 5.45 | 6.24 | 9.59 | 3.87 | 3.74 |
| Draw Down(%) | NA | 5.98 | 16.33 | NA | NA | NA | NA | … | … | 1.48 | 6.47 | 15.44 | 2.44 | 2.61 |
| Yield(%) | 0.28 | 3.41 | 2.27 | 1.49 | 0.74 | 0.50 | 0.37 | … | … | 0.28 | 3.16 | 1.82 | 1.93 | 0.41 |
Data as of 02/26/2024, 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 |
|---|---|---|---|---|
| MDNCX (MainStay Defensive ETF Allocation Fund Class C) |
-2.67%
Oct 2020 – Oct 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDNCX (MainStay Defensive ETF Allocation Fund Class C) |
-1.01%
Jan 2021 – Jan 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart