Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MMPEX (MainStay ESG Multi-Asset Allocation Fund Simple Class) | NA | 10.47% | 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 |
|---|---|---|
| MMPEX (MainStay ESG Multi-Asset Allocation Fund Simple Class) | 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 | 10.47 | NA | NA | NA | NA | NA | … | … | 0.64 | 13.93 | -15.74 | 3.95 |
| Sharpe Ratio | NA | 0.79 | NA | NA | NA | NA | NA | … | … | 0.09 | 1.05 | -1.06 | 1.94 |
| Standard Deviation(%) | NA | 8.65 | NA | NA | NA | NA | NA | … | … | 6.89 | 9.30 | 16.28 | 8.49 |
| Draw Down(%) | NA | 9.27 | NA | NA | NA | NA | NA | … | … | 2.12 | 9.27 | 21.36 | 4.02 |
| Yield(%) | 0.00 | 2.13 | 1.81 | 1.09 | 0.54 | 0.36 | 0.27 | … | … | 0.00 | 2.20 | 1.02 | 2.55 |
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 |
|---|---|---|---|---|
| MMPEX (MainStay ESG Multi-Asset Allocation Fund Simple Class) |
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 |
|---|---|---|---|---|
| MMPEX (MainStay ESG Multi-Asset Allocation Fund Simple Class) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart