Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGXBX (MAINSTAY GROWTH ALLOCATION FUND CLASS B) | NA | 12.72% | 2.91% | 3.27% | 4.13% | 6.70% | NA | … | … |
Data as of 02/20/2025, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGXBX (MAINSTAY GROWTH ALLOCATION FUND CLASS B) | 04/08/2005 | 02/20/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.19 | 12.72 | 2.91 | 3.27 | 4.13 | 6.70 | NA | … | … | 4.39 | 4.45 | 15.96 | -25.68 | 10.53 | 9.40 | 23.27 | -14.62 | 16.27 | 10.04 | -4.31 | 3.55 | 33.36 | 12.70 | -3.78 | 12.43 | 26.14 | -38.47 | 8.65 | 14.40 | 8.53 |
| Sharpe Ratio | NA | 0.00 | -0.21 | -0.02 | 0.11 | NA | NA | … | … | 3.16 | -0.16 | 0.94 | -1.14 | 0.69 | 0.28 | 1.87 | -0.99 | 1.98 | 0.65 | -0.30 | 0.31 | 2.97 | 0.96 | -0.14 | 0.67 | 1.06 | -1.02 | 0.37 | 1.04 | 0.94 |
| Standard Deviation(%) | NA | 13.53 | 17.15 | 21.15 | 17.66 | NA | NA | … | … | 10.93 | 13.58 | 12.56 | 23.72 | 15.22 | 33.09 | 11.70 | 16.16 | 7.95 | 15.04 | 14.39 | 11.25 | 11.22 | 13.28 | 27.29 | 18.57 | 24.68 | 38.57 | 15.48 | 10.80 | 10.03 |
| Draw Down(%) | NA | 11.82 | 23.37 | 34.30 | 34.65 | NA | NA | … | … | 2.30 | 10.78 | 11.22 | 25.98 | 8.62 | 34.65 | 7.03 | 23.79 | 3.26 | 13.59 | 14.88 | 8.86 | 6.23 | 12.56 | 22.97 | 16.13 | 24.51 | 48.83 | 10.01 | 9.81 | 5.57 |
| Yield(%) | 0.00 | 6.00 | 2.00 | 2.16 | 3.58 | 4.54 | 3.78 | … | … | 0.00 | 6.19 | 0.00 | 0.20 | 4.28 | 0.00 | 5.30 | 8.62 | 5.38 | 3.19 | 4.45 | 3.77 | 1.12 | 0.42 | 0.00 | 0.00 | 0.00 | 1.22 | 4.89 | 3.99 | 1.19 |
Data as of 02/20/2025, 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 |
|---|---|---|---|---|
| MGXBX (MAINSTAY GROWTH ALLOCATION FUND CLASS B) |
-14.76%
Feb 2006 – Feb 2009 |
-3.19%
May 2007 – May 2012 |
2.49%
Oct 2013 – Oct 2023 |
2.70%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGXBX (MAINSTAY GROWTH ALLOCATION FUND CLASS B) |
21.37%
Feb 2009 – Feb 2012 |
19.50%
Feb 2009 – Feb 2014 |
11.44%
Feb 2009 – Feb 2019 |
8.77%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart