Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGDKX (MainStay Growth Allocation Fund Class R2) | NA | 14.00% | 4.71% | NA | NA | NA | NA | … | … |
Data as of 02/26/2024, Common starting date is 06/17/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGDKX (MainStay Growth Allocation Fund Class R2) | 06/17/2019 | 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 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.26 | 14.00 | 4.71 | NA | NA | NA | NA | … | … | 3.04 | 14.90 | -14.57 | 16.27 | 13.37 | 8.93 |
| Sharpe Ratio | NA | 1.00 | 0.19 | NA | NA | NA | NA | … | … | 2.05 | 0.99 | -0.84 | 1.49 | 0.49 | 1.76 |
| Standard Deviation(%) | NA | 10.37 | 14.04 | NA | NA | NA | NA | … | … | 8.94 | 10.84 | 19.13 | 10.91 | 26.59 | 8.98 |
| Draw Down(%) | NA | 9.53 | 22.47 | NA | NA | NA | NA | … | … | 1.69 | 9.53 | 21.92 | 5.46 | 30.14 | 5.08 |
| Yield(%) | 0.00 | 0.84 | 5.96 | 6.19 | 3.10 | 2.06 | 1.55 | … | … | 0.00 | 0.87 | 5.82 | 11.54 | 5.55 | 4.52 |
Data as of 02/26/2024, Common starting date is 06/17/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGDKX (MainStay Growth Allocation Fund Class R2) |
3.24%
Sep 2019 – Sep 2022 |
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 |
|---|---|---|---|---|
| MGDKX (MainStay Growth Allocation Fund Class R2) |
12.98%
Mar 2020 – Mar 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart