Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MOEAX (MainStay Growth ETF Allocation Fund Class A) | 9.41% | 21.66% | 15.40% | 7.90% | 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 |
|---|---|---|
| MOEAX (MainStay Growth ETF Allocation Fund Class A) | 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 (%) | -1.26 | 21.66 | 15.40 | 7.90 | NA | NA | NA | … | … | 9.41 | 16.96 | 11.95 | 16.85 | -14.90 | 14.96 | 18.46 |
| Sharpe Ratio | NA | 1.67 | 0.99 | 0.37 | NA | NA | NA | … | … | 1.29 | 0.99 | 0.77 | 1.18 | -0.81 | 1.35 | 3.28 |
| Standard Deviation(%) | NA | 11.16 | 12.40 | 14.15 | NA | NA | NA | … | … | 13.46 | 14.45 | 10.86 | 11.29 | 20.24 | 11.10 | 12.14 |
| Draw Down(%) | NA | 7.97 | 15.48 | 22.83 | NA | NA | NA | … | … | 7.97 | 14.76 | 7.04 | 10.38 | 22.26 | 5.66 | 6.15 |
| Yield(%) | 0.00 | 3.63 | 3.31 | 2.36 | 1.60 | 1.07 | 0.80 | … | … | 0.00 | 3.79 | 3.42 | 2.12 | 1.32 | 1.38 | 0.61 |
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 |
|---|---|---|---|---|
| MOEAX (MainStay Growth ETF Allocation Fund Class A) |
2.34%
Apr 2021 – Apr 2024 |
6.96%
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 |
|---|---|---|---|---|
| MOEAX (MainStay Growth ETF Allocation Fund Class A) |
17.19%
May 2023 – May 2026 |
10.83%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart