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
MMREX (MainStay ESG Multi-Asset Allocation Fund Class R3) NA 10.36% 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
MMREX (MainStay ESG Multi-Asset Allocation Fund Class R3) 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 10.36 NA NA NA NA NA 0.96 13.46 -15.82 3.92
Sharpe Ratio NA 0.76 NA NA NA NA NA 0.47 0.97 -1.06 1.92
Standard Deviation(%) NA 8.85 NA NA NA NA NA 6.05 9.56 16.36 8.49
Draw Down(%) NA 9.27 NA NA NA NA NA 1.70 9.27 21.46 4.11
Yield(%) 0.00 2.02 1.75 1.05 0.52 0.35 0.26 0.00 2.09 0.94 2.52
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
MMREX (MainStay ESG Multi-Asset Allocation Fund Class R3) 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
MMREX (MainStay ESG Multi-Asset Allocation Fund Class R3) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return