Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGDSX (MainStay Growth Allocation Fund Simple Class) | 7.79% | 18.35% | 13.20% | 6.27% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGDSX (MainStay Growth Allocation Fund Simple Class) | 09/01/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.64 | 18.35 | 13.20 | 6.27 | NA | NA | NA | … | … | 7.79 | 12.13 | 9.42 | 14.98 | -14.89 | 15.91 | 8.41 |
| Sharpe Ratio | NA | 1.53 | 0.87 | 0.28 | NA | NA | NA | … | … | 1.35 | 0.69 | 0.57 | 1.10 | -0.86 | 1.46 | 1.95 |
| Standard Deviation(%) | NA | 10.29 | 11.47 | 13.25 | NA | NA | NA | … | … | 12.27 | 13.37 | 10.10 | 10.41 | 19.12 | 10.87 | 14.04 |
| Draw Down(%) | NA | 7.89 | 15.83 | 22.73 | NA | NA | NA | … | … | 7.89 | 14.67 | 6.61 | 9.58 | 22.09 | 5.52 | 6.54 |
| Yield(%) | 0.00 | 4.98 | 4.99 | 5.41 | 3.59 | 2.40 | 1.80 | … | … | 0.00 | 5.08 | 8.09 | 0.62 | 5.50 | 11.12 | 5.00 |
Data as of 06/05/2026, Common starting date is 09/01/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGDSX (MainStay Growth Allocation Fund Simple Class) |
1.92%
Apr 2021 – Apr 2024 |
5.44%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGDSX (MainStay Growth Allocation Fund Simple Class) |
14.58%
May 2023 – May 2026 |
9.44%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart