Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGXRX (MAINSTAY GROWTH ALLOCATION FUND CLASS R3) | NA | 16.40% | 5.07% | 8.84% | NA | NA | NA | … | … |
Data as of 02/26/2024, Common starting date is 03/02/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGXRX (MAINSTAY GROWTH ALLOCATION FUND CLASS R3) | 03/02/2016 | 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 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.53 | 16.40 | 5.07 | 8.84 | NA | NA | NA | … | … | 3.70 | 17.02 | -17.64 | 20.06 | 15.03 | 24.62 | -14.18 | 20.81 | 13.35 |
| Sharpe Ratio | NA | 1.07 | 0.18 | 0.36 | NA | NA | NA | … | … | 2.06 | 1.03 | -0.85 | 1.54 | 0.45 | 1.98 | -0.96 | 2.83 | 1.32 |
| Standard Deviation(%) | NA | 12.04 | 16.54 | 20.23 | NA | NA | NA | … | … | 11.43 | 12.55 | 22.55 | 13.01 | 32.86 | 11.74 | 16.23 | 7.15 | 12.07 |
| Draw Down(%) | NA | 11.06 | 26.05 | 34.66 | NA | NA | NA | … | … | 2.21 | 11.06 | 25.46 | 6.16 | 34.66 | 7.02 | 23.41 | 3.01 | 6.32 |
| Yield(%) | 0.00 | 0.00 | 6.97 | 7.21 | 6.14 | 4.09 | 3.07 | … | … | 0.00 | 0.00 | 7.91 | 13.26 | 5.00 | 6.61 | 9.14 | 6.33 | 3.88 |
Data as of 02/26/2024, Common starting date is 03/02/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGXRX (MAINSTAY GROWTH ALLOCATION FUND CLASS R3) |
-1.96%
Mar 2017 – Mar 2020 |
3.20%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGXRX (MAINSTAY GROWTH ALLOCATION FUND CLASS R3) |
19.84%
Dec 2018 – Dec 2021 |
13.12%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart