Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGXCX (MAINSTAY GROWTH ALLOCATION FUND CLASS C) | 7.56% | 17.73% | 13.35% | 2.49% | 6.55% | 6.73% | 5.58% | … | … |
Data as of 06/10/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGXCX (MAINSTAY GROWTH ALLOCATION FUND CLASS C) | 04/08/2005 | 06/10/2026 |
| 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 (%) | -3.29 | 17.73 | 13.35 | 2.49 | 6.55 | 6.73 | 5.58 | … | … | 7.56 | 14.37 | 4.51 | 15.93 | -25.64 | 10.58 | 9.39 | 23.24 | -14.61 | 16.24 | 10.01 | -4.31 | 3.55 | 33.30 | 12.67 | -3.68 | 12.42 | 26.10 | -38.49 | 8.74 | 14.39 | 8.63 |
| Sharpe Ratio | NA | 1.44 | 0.81 | 0.01 | 0.28 | NA | NA | … | … | 1.31 | 0.73 | -0.15 | 0.94 | -1.15 | 0.69 | 0.28 | 1.87 | -0.98 | 1.97 | 0.66 | -0.30 | 0.31 | 2.97 | 0.96 | -0.14 | 0.66 | 1.05 | -1.02 | 0.37 | 1.03 | 0.95 |
| Standard Deviation(%) | NA | 12.32 | 13.66 | 16.46 | 17.63 | NA | NA | … | … | 14.63 | 16.16 | 13.55 | 12.59 | 23.67 | 15.23 | 33.12 | 11.69 | 16.23 | 7.94 | 14.81 | 14.36 | 11.32 | 11.19 | 13.23 | 27.34 | 18.62 | 24.70 | 38.65 | 15.52 | 10.81 | 10.13 |
| Draw Down(%) | NA | 9.41 | 18.59 | 32.73 | 34.65 | NA | NA | … | … | 9.41 | 17.46 | 10.75 | 11.20 | 25.94 | 8.61 | 34.65 | 7.02 | 23.81 | 3.26 | 13.57 | 14.87 | 8.84 | 6.22 | 12.63 | 22.95 | 16.11 | 24.48 | 48.83 | 10.00 | 9.89 | 5.57 |
| Yield(%) | 0.00 | 5.44 | 4.34 | 2.73 | 4.20 | 4.45 | 3.91 | … | … | 0.00 | 5.62 | 6.17 | 0.00 | 0.20 | 4.27 | 0.00 | 5.29 | 8.61 | 5.36 | 3.18 | 4.44 | 3.77 | 1.12 | 0.41 | 0.00 | 0.00 | 0.00 | 1.21 | 4.90 | 3.98 | 1.19 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| MGXCX (MAINSTAY GROWTH ALLOCATION FUND CLASS C) |
-14.72%
Feb 2006 – Feb 2009 |
-3.20%
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 |
|---|---|---|---|---|
| MGXCX (MAINSTAY GROWTH ALLOCATION FUND CLASS C) |
21.38%
Feb 2009 – Feb 2012 |
19.49%
Feb 2009 – Feb 2014 |
11.44%
Feb 2009 – Feb 2019 |
8.77%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart