Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGXSX (MainStay Equity Allocation Fund Simple Class) | 10.87% | 21.74% | 15.11% | 7.27% | NA | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 09/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGXSX (MainStay Equity Allocation Fund Simple Class) | 09/01/2020 | 06/12/2026 |
| 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 (%) | 1.63 | 21.74 | 15.11 | 7.27 | NA | NA | NA | … | … | 10.87 | 13.74 | 10.93 | 16.93 | -17.61 | 20.03 | 10.41 |
| Sharpe Ratio | NA | 1.51 | 0.86 | 0.30 | NA | NA | NA | … | … | 1.57 | 0.68 | 0.62 | 1.06 | -0.85 | 1.55 | 2.01 |
| Standard Deviation(%) | NA | 12.65 | 13.75 | 15.77 | NA | NA | NA | … | … | 14.92 | 16.09 | 11.86 | 12.58 | 22.50 | 12.95 | 17.18 |
| Draw Down(%) | NA | 9.34 | 18.38 | 26.08 | NA | NA | NA | … | … | 9.34 | 17.32 | 8.13 | 11.10 | 25.49 | 6.12 | 8.12 |
| Yield(%) | 0.00 | 6.16 | 4.90 | 5.96 | 4.06 | 2.71 | 2.03 | … | … | 0.00 | 6.39 | 6.89 | 0.00 | 7.79 | 13.09 | 4.81 |
Data as of 06/12/2026, 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 |
|---|---|---|---|---|
| MGXSX (MainStay Equity Allocation Fund Simple Class) |
2.07%
Apr 2021 – Apr 2024 |
5.98%
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 |
|---|---|---|---|---|
| MGXSX (MainStay Equity Allocation Fund Simple Class) |
16.85%
May 2023 – May 2026 |
11.07%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart