Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MOERX (MainStay Growth ETF Allocation Fund Class R3) | 9.30% | 21.32% | 15.04% | 7.53% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 07/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MOERX (MainStay Growth ETF Allocation Fund Class R3) | 07/01/2020 | 06/11/2026 |
| 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 (%) | -1.27 | 21.32 | 15.04 | 7.53 | NA | NA | NA | … | … | 9.30 | 15.44 | 11.60 | 16.37 | -15.15 | 14.49 | 18.27 |
| Sharpe Ratio | NA | 1.63 | 0.96 | 0.34 | NA | NA | NA | … | … | 1.28 | 0.87 | 0.74 | 1.14 | -0.82 | 1.30 | 3.26 |
| Standard Deviation(%) | NA | 11.20 | 12.41 | 14.17 | NA | NA | NA | … | … | 13.35 | 14.45 | 10.82 | 11.28 | 20.31 | 11.12 | 12.08 |
| Draw Down(%) | NA | 7.98 | 15.57 | 23.09 | NA | NA | NA | … | … | 7.98 | 14.86 | 6.99 | 10.48 | 22.43 | 5.75 | 6.16 |
| Yield(%) | 0.00 | 3.19 | 2.94 | 2.02 | 1.36 | 0.91 | 0.68 | … | … | 0.00 | 3.32 | 3.21 | 1.72 | 1.01 | 0.99 | 0.42 |
Data as of 06/11/2026, 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 |
|---|---|---|---|---|
| MOERX (MainStay Growth ETF Allocation Fund Class R3) |
1.99%
Apr 2021 – Apr 2024 |
6.58%
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 |
|---|---|---|---|---|
| MOERX (MainStay Growth ETF Allocation Fund Class R3) |
16.79%
May 2023 – May 2026 |
10.45%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart