Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGXNX (MAINSTAY GROWTH ALLOCATION FUND INVESTOR CLASS) | 9.10% | 20.36% | 14.82% | 3.59% | 7.33% | 7.61% | NA | … | … |
Data as of 06/08/2026, Common starting date is 03/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGXNX (MAINSTAY GROWTH ALLOCATION FUND INVESTOR CLASS) | 03/05/2008 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.36 | 20.36 | 14.82 | 3.59 | 7.33 | 7.61 | NA | … | … | 9.10 | 13.85 | 10.97 | 17.26 | -24.84 | 11.67 | 10.31 | 24.23 | -13.96 | 16.35 | 11.66 | -3.60 | 3.70 | 34.22 | 14.37 | -3.13 | 13.22 | 27.23 | -32.14 |
| Sharpe Ratio | NA | 1.51 | 0.87 | 0.07 | 0.33 | NA | NA | … | … | 1.37 | 0.68 | 0.62 | 1.09 | -1.12 | 0.77 | 0.30 | 1.95 | -0.95 | 1.90 | 0.76 | -0.25 | 0.33 | 3.10 | 1.09 | -0.12 | 0.70 | 1.09 | -0.92 |
| Standard Deviation(%) | NA | 12.35 | 13.68 | 16.44 | 17.64 | NA | NA | … | … | 14.63 | 16.12 | 11.86 | 12.62 | 23.62 | 15.09 | 33.11 | 11.67 | 16.19 | 8.28 | 14.98 | 14.23 | 11.30 | 11.04 | 13.23 | 27.28 | 18.88 | 25.00 | 41.35 |
| Draw Down(%) | NA | 9.35 | 18.40 | 31.71 | 34.62 | NA | NA | … | … | 9.35 | 17.38 | 8.12 | 11.09 | 25.33 | 8.31 | 34.62 | 6.98 | 23.29 | 3.90 | 13.51 | 14.60 | 8.76 | 6.16 | 12.48 | 22.75 | 15.99 | 24.39 | 47.65 |
| Yield(%) | 0.00 | 6.07 | 4.86 | 3.21 | 4.77 | 5.27 | 3.96 | … | … | 0.00 | 6.27 | 6.81 | 0.00 | 0.84 | 4.99 | 0.28 | 6.14 | 9.22 | 6.16 | 3.91 | 5.11 | 4.46 | 1.94 | 1.25 | 0.31 | 0.51 | 0.68 | 1.92 |
Data as of 06/08/2026, Common starting date is 03/05/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGXNX (MAINSTAY GROWTH ALLOCATION FUND INVESTOR CLASS) |
-3.29%
Apr 2021 – Apr 2024 |
-0.21%
Dec 2017 – Dec 2022 |
3.34%
Oct 2013 – Oct 2023 |
4.04%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGXNX (MAINSTAY GROWTH ALLOCATION FUND INVESTOR CLASS) |
22.28%
Feb 2009 – Feb 2012 |
20.38%
Feb 2009 – Feb 2014 |
12.28%
Feb 2009 – Feb 2019 |
9.64%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart