Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MDNVX (MainStay Defensive ETF Allocation Fund Simple Class) | NA | 5.27% | -0.50% | NA | NA | NA | NA | … | … |
Data as of 02/26/2024, Common starting date is 09/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDNVX (MainStay Defensive ETF Allocation Fund Simple Class) | 09/02/2020 | 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 (%) | 0.05 | 5.27 | -0.50 | NA | NA | NA | NA | … | … | -0.48 | 7.66 | -11.01 | 2.12 | 1.63 |
| Sharpe Ratio | NA | 0.26 | -0.37 | NA | NA | NA | NA | … | … | -1.26 | 0.55 | -1.31 | 0.55 | 1.25 |
| Standard Deviation(%) | NA | 5.92 | 6.96 | NA | NA | NA | NA | … | … | 5.41 | 6.20 | 9.52 | 3.83 | 4.00 |
| Draw Down(%) | NA | 5.97 | 16.02 | NA | NA | NA | NA | … | … | 1.48 | 6.15 | 15.24 | 2.44 | 2.47 |
| Yield(%) | 0.37 | 3.96 | 2.74 | 1.77 | 0.89 | 0.59 | 0.44 | … | … | 0.37 | 3.64 | 2.25 | 2.40 | 0.65 |
Data as of 02/26/2024, 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 |
|---|---|---|---|---|
| MDNVX (MainStay Defensive ETF Allocation Fund Simple Class) |
-2.20%
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 |
|---|---|---|---|---|
| MDNVX (MainStay Defensive ETF Allocation Fund Simple Class) |
-0.54%
Jan 2021 – Jan 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart