Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MNEVX (MainStay Conservative ETF Allocation Fund Simple Class) | 3.49% | 11.49% | 8.86% | 3.73% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MNEVX (MainStay Conservative ETF Allocation Fund Simple Class) | 09/02/2020 | 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 (%) | -1.73 | 11.49 | 8.86 | 3.73 | NA | NA | NA | … | … | 3.49 | 10.73 | 6.43 | 10.58 | -12.28 | 6.15 | 3.32 |
| Sharpe Ratio | NA | 1.44 | 0.79 | 0.16 | NA | NA | NA | … | … | 0.82 | 0.97 | 0.40 | 0.96 | -1.09 | 1.02 | 1.50 |
| Standard Deviation(%) | NA | 6.83 | 7.66 | 8.67 | NA | NA | NA | … | … | 8.41 | 8.13 | 6.98 | 7.27 | 12.67 | 5.99 | 6.93 |
| Draw Down(%) | NA | 5.05 | 9.18 | 18.11 | NA | NA | NA | … | … | 5.05 | 7.99 | 3.58 | 7.26 | 17.44 | 3.38 | 3.59 |
| Yield(%) | 0.00 | 3.53 | 3.01 | 2.48 | 1.41 | 0.94 | 0.70 | … | … | 0.35 | 3.87 | 2.29 | 3.11 | 1.72 | 2.07 | 0.65 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| MNEVX (MainStay Conservative ETF Allocation Fund Simple Class) |
-0.18%
Apr 2021 – Apr 2024 |
3.61%
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 |
|---|---|---|---|---|
| MNEVX (MainStay Conservative ETF Allocation Fund Simple Class) |
10.65%
Sep 2022 – Sep 2025 |
5.26%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart