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
MMTEX (MainStay ESG Multi-Asset Allocation Fund Class I) NA 11.01% 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
MMTEX (MainStay ESG Multi-Asset Allocation Fund Class I) 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 11.01 NA NA NA NA NA 0.74 14.50 -15.29 4.07
Sharpe Ratio NA 0.88 NA NA NA NA NA 0.20 1.13 -1.03 1.99
Standard Deviation(%) NA 8.51 NA NA NA NA NA 6.71 9.18 16.28 8.54
Draw Down(%) NA 9.13 NA NA NA NA NA 2.01 9.13 21.06 4.11
Yield(%) 0.00 2.67 2.17 1.30 0.65 0.43 0.33 0.00 2.77 1.47 2.68
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
MMTEX (MainStay ESG Multi-Asset Allocation Fund Class I) 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
MMTEX (MainStay ESG Multi-Asset Allocation Fund Class I) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return