Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGDCX (MAINSTAY MODERATE GROWTH ALLOCATION FUND CLASS C) | 7.46% | 17.51% | 12.42% | 4.16% | 6.45% | 6.49% | 5.61% | … | … |
Data as of 06/05/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGDCX (MAINSTAY MODERATE GROWTH ALLOCATION FUND CLASS C) | 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 (%) | -1.66 | 17.51 | 12.42 | 4.16 | 6.45 | 6.49 | 5.61 | … | … | 7.46 | 12.37 | 1.92 | 13.72 | -20.51 | 7.74 | 7.84 | 20.02 | -12.61 | 13.18 | 9.54 | -3.39 | 2.91 | 27.32 | 12.72 | -2.26 | 11.84 | 26.56 | -33.16 | 7.77 | 12.41 | 7.98 |
| Sharpe Ratio | NA | 1.45 | 0.80 | 0.12 | 0.34 | NA | NA | … | … | 1.28 | 0.73 | -0.37 | 0.92 | -1.12 | 0.59 | 0.28 | 1.95 | -1.10 | 1.88 | 0.75 | -0.29 | 0.31 | 2.96 | 1.17 | -0.10 | 0.79 | 1.34 | -1.10 | 0.39 | 1.07 | 1.08 |
| Standard Deviation(%) | NA | 10.28 | 11.39 | 13.57 | 14.41 | NA | NA | … | … | 12.30 | 13.31 | 12.47 | 10.42 | 19.60 | 12.99 | 26.96 | 9.54 | 12.69 | 6.71 | 12.39 | 11.67 | 9.45 | 9.22 | 10.88 | 22.47 | 14.91 | 19.80 | 30.87 | 12.24 | 8.61 | 8.09 |
| Draw Down(%) | NA | 7.96 | 15.95 | 28.17 | 30.22 | NA | NA | … | … | 7.96 | 14.72 | 11.12 | 9.76 | 22.41 | 7.77 | 30.22 | 5.84 | 20.53 | 2.95 | 11.69 | 12.38 | 7.79 | 5.42 | 10.38 | 19.62 | 13.31 | 19.95 | 42.50 | 8.16 | 7.91 | 4.77 |
| Yield(%) | 0.00 | 4.03 | 4.16 | 3.52 | 4.22 | 4.45 | 4.03 | … | … | 0.00 | 4.10 | 7.18 | 0.16 | 5.15 | 3.24 | 0.15 | 3.95 | 7.69 | 4.62 | 2.92 | 4.23 | 5.46 | 1.38 | 1.05 | 0.32 | 0.63 | 0.85 | 1.97 | 4.68 | 4.33 | 0.80 |
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 |
|---|---|---|---|---|
| MGDCX (MAINSTAY MODERATE GROWTH ALLOCATION FUND CLASS C) |
-11.72%
Feb 2006 – Feb 2009 |
-1.14%
May 2007 – May 2012 |
2.99%
Oct 2013 – Oct 2023 |
2.89%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGDCX (MAINSTAY MODERATE GROWTH ALLOCATION FUND CLASS C) |
19.78%
Feb 2009 – Feb 2012 |
17.73%
Feb 2009 – Feb 2014 |
10.42%
Feb 2009 – Feb 2019 |
8.46%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart