Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MOEVX (MainStay Growth ETF Allocation Fund Simple Class) | 7.96% | 20.99% | 15.24% | 7.44% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MOEVX (MainStay Growth ETF Allocation Fund Simple Class) | 09/02/2020 | 06/05/2026 |
| 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 (%) | -2.14 | 20.99 | 15.24 | 7.44 | NA | NA | NA | … | … | 7.96 | 15.59 | 11.67 | 16.45 | -15.05 | 14.68 | 7.47 |
| Sharpe Ratio | NA | 1.65 | 0.97 | 0.35 | NA | NA | NA | … | … | 1.28 | 0.89 | 0.74 | 1.15 | -0.82 | 1.33 | 1.80 |
| Standard Deviation(%) | NA | 11.11 | 12.36 | 14.13 | NA | NA | NA | … | … | 13.34 | 14.33 | 10.85 | 11.25 | 20.28 | 11.04 | 13.52 |
| Draw Down(%) | NA | 7.92 | 15.48 | 22.93 | NA | NA | NA | … | … | 7.92 | 14.77 | 7.05 | 10.39 | 22.34 | 5.68 | 6.15 |
| Yield(%) | 0.00 | 3.45 | 3.11 | 2.13 | 1.30 | 0.87 | 0.65 | … | … | 0.00 | 3.56 | 3.21 | 1.81 | 1.10 | 1.09 | 0.39 |
Data as of 06/05/2026, Common starting date is 09/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MOEVX (MainStay Growth ETF Allocation Fund Simple Class) |
2.09%
Apr 2021 – Apr 2024 |
6.70%
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 |
|---|---|---|---|---|
| MOEVX (MainStay Growth ETF Allocation Fund Simple Class) |
16.89%
May 2023 – May 2026 |
10.55%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart