Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MWFQX (MainStay Equity ETF Allocation Fund Class R3) | 9.62% | 24.97% | 17.56% | 8.23% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MWFQX (MainStay Equity ETF Allocation Fund Class R3) | 07/01/2020 | 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 (%) | -2.61 | 24.97 | 17.56 | 8.23 | NA | NA | NA | … | … | 9.62 | 17.48 | 13.51 | 19.11 | -18.36 | 18.02 | 23.06 |
| Sharpe Ratio | NA | 1.69 | 0.97 | 0.35 | NA | NA | NA | … | … | 1.37 | 0.85 | 0.77 | 1.17 | -0.85 | 1.37 | 3.39 |
| Standard Deviation(%) | NA | 13.23 | 14.69 | 16.58 | NA | NA | NA | … | … | 15.66 | 17.29 | 12.78 | 13.37 | 23.28 | 13.16 | 15.03 |
| Draw Down(%) | NA | 9.32 | 18.33 | 26.59 | NA | NA | NA | … | … | 9.32 | 17.71 | 8.56 | 12.05 | 25.89 | 6.49 | 7.52 |
| Yield(%) | 0.00 | 2.75 | 2.29 | 1.49 | 1.08 | 0.72 | 0.54 | … | … | 0.00 | 2.84 | 2.30 | 0.94 | 0.53 | 0.79 | 0.48 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| MWFQX (MainStay Equity ETF Allocation Fund Class R3) |
2.06%
Apr 2021 – Apr 2024 |
7.19%
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 |
|---|---|---|---|---|
| MWFQX (MainStay Equity ETF Allocation Fund Class R3) |
19.60%
May 2023 – May 2026 |
12.17%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart