Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MOEIX (MainStay Growth ETF Allocation Fund Class I) | 7.27% | 19.34% | 14.89% | 7.77% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MOEIX (MainStay Growth ETF Allocation Fund Class I) | 07/01/2020 | 06/10/2026 |
| 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 (%) | -2.94 | 19.34 | 14.89 | 7.77 | NA | NA | NA | … | … | 7.27 | 16.19 | 12.24 | 17.11 | -14.73 | 15.28 | 18.63 |
| Sharpe Ratio | NA | 1.70 | 1.02 | 0.39 | NA | NA | NA | … | … | 1.31 | 0.93 | 0.79 | 1.20 | -0.79 | 1.37 | 3.32 |
| Standard Deviation(%) | NA | 11.16 | 12.36 | 14.18 | NA | NA | NA | … | … | 13.39 | 14.34 | 10.85 | 11.29 | 20.40 | 11.10 | 12.15 |
| Draw Down(%) | NA | 7.93 | 15.38 | 22.61 | NA | NA | NA | … | … | 7.93 | 14.73 | 6.99 | 10.32 | 22.05 | 5.67 | 6.15 |
| Yield(%) | 0.00 | 3.88 | 3.59 | 2.62 | 1.82 | 1.21 | 0.91 | … | … | 0.00 | 4.06 | 3.69 | 2.41 | 1.54 | 1.65 | 1.18 |
Data as of 06/10/2026, Common starting date is 07/01/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MOEIX (MainStay Growth ETF Allocation Fund Class I) |
2.63%
Apr 2021 – Apr 2024 |
7.20%
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 |
|---|---|---|---|---|
| MOEIX (MainStay Growth ETF Allocation Fund Class I) |
17.48%
May 2023 – May 2026 |
11.10%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart