Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGDAX (MAINSTAY MODERATE GROWTH ALLOCATION FUND CLASS A) | 7.94% | 18.61% | 13.48% | 3.86% | 6.80% | 7.05% | 6.24% | … | … |
Data as of 06/05/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGDAX (MAINSTAY MODERATE GROWTH ALLOCATION FUND CLASS A) | 04/08/2005 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.64 | 18.61 | 13.48 | 3.86 | 6.80 | 7.05 | 6.24 | … | … | 7.94 | 12.37 | 9.73 | 15.32 | -19.70 | 8.76 | 8.88 | 21.07 | -11.68 | 13.21 | 11.67 | -2.54 | 3.07 | 28.28 | 14.86 | -1.44 | 12.83 | 27.46 | -32.66 | 8.58 | 13.29 | 8.59 |
| Sharpe Ratio | NA | 1.55 | 0.89 | 0.10 | 0.36 | NA | NA | … | … | 1.39 | 0.71 | 0.61 | 1.13 | -1.08 | 0.67 | 0.32 | 2.06 | -1.04 | 1.75 | 0.91 | -0.22 | 0.32 | 3.10 | 1.36 | -0.07 | 0.85 | 1.39 | -1.08 | 0.44 | 1.14 | 1.15 |
| Standard Deviation(%) | NA | 10.31 | 11.44 | 13.75 | 14.53 | NA | NA | … | … | 12.26 | 13.36 | 10.03 | 10.45 | 19.62 | 13.09 | 26.89 | 9.52 | 12.64 | 7.22 | 12.62 | 11.73 | 9.50 | 9.11 | 11.01 | 22.53 | 14.95 | 19.72 | 30.99 | 12.35 | 8.67 | 8.22 |
| Draw Down(%) | NA | 7.85 | 15.74 | 27.46 | 30.14 | NA | NA | … | … | 7.85 | 14.64 | 6.56 | 9.53 | 21.86 | 7.57 | 30.14 | 5.77 | 19.87 | 3.85 | 11.56 | 12.13 | 7.60 | 5.28 | 10.19 | 19.31 | 13.16 | 19.93 | 42.14 | 8.08 | 7.79 | 4.75 |
| Yield(%) | 0.00 | 5.19 | 5.26 | 3.41 | 4.66 | 5.16 | 4.76 | … | … | 0.00 | 5.31 | 8.32 | 0.98 | 0.82 | 4.25 | 1.16 | 5.10 | 8.60 | 5.80 | 3.88 | 5.13 | 6.35 | 2.39 | 2.07 | 1.21 | 1.50 | 1.71 | 2.55 | 5.33 | 4.82 | 1.01 |
Data as of 06/05/2026, Common starting date is 04/08/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGDAX (MAINSTAY MODERATE GROWTH ALLOCATION FUND CLASS A) |
-11.03%
Feb 2006 – Feb 2009 |
-0.35%
May 2007 – May 2012 |
3.33%
Oct 2013 – Oct 2023 |
3.83%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGDAX (MAINSTAY MODERATE GROWTH ALLOCATION FUND CLASS A) |
20.79%
Feb 2009 – Feb 2012 |
18.77%
Feb 2009 – Feb 2014 |
11.43%
Feb 2009 – Feb 2019 |
9.01%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart