Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MMAEX (MainStay ESG Multi-Asset Allocation Fund Class A) NA 10.64% NA NA NA NA NA
Data as of 02/26/2024, Common starting date is 09/30/2021
More Performance Analytics Comparison
Name Start Date End Date
MMAEX (MainStay ESG Multi-Asset Allocation Fund Class A) 09/30/2021 02/26/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021
Annualized Return (%) 0.00 10.64 NA NA NA NA NA 0.64 14.24 -15.43 3.91
Sharpe Ratio NA 0.84 NA NA NA NA NA 0.09 1.09 -1.04 1.87
Standard Deviation(%) NA 8.51 NA NA NA NA NA 6.63 9.21 16.27 8.69
Draw Down(%) NA 9.25 NA NA NA NA NA 2.01 9.25 21.26 4.11
Yield(%) 0.00 2.42 2.00 1.20 0.60 0.40 0.30 0.00 2.51 1.24 2.61
Data as of 02/26/2024, Common starting date is 09/30/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MMAEX (MainStay ESG Multi-Asset Allocation Fund Class A) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MMAEX (MainStay ESG Multi-Asset Allocation Fund Class A) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return