Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MNEKX (MainStay Conservative ETF Allocation Fund Class C) | 4.74% | 13.01% | 8.71% | 3.65% | NA | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 07/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MNEKX (MainStay Conservative ETF Allocation Fund Class C) | 07/01/2020 | 06/17/2026 |
| 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 (%) | 1.42 | 13.01 | 8.71 | 3.65 | NA | NA | NA | … | … | 4.74 | 10.26 | 5.84 | 10.09 | -12.75 | 5.59 | 8.67 |
| Sharpe Ratio | NA | 1.39 | 0.73 | 0.11 | NA | NA | NA | … | … | 1.02 | 0.91 | 0.32 | 0.88 | -1.13 | 0.92 | 2.85 |
| Standard Deviation(%) | NA | 6.88 | 7.69 | 8.70 | NA | NA | NA | … | … | 8.37 | 8.12 | 7.01 | 7.37 | 12.65 | 6.04 | 6.27 |
| Draw Down(%) | NA | 5.13 | 9.42 | 18.51 | NA | NA | NA | … | … | 5.13 | 8.11 | 3.58 | 7.38 | 17.74 | 3.47 | 3.70 |
| Yield(%) | 0.00 | 3.02 | 2.43 | 1.99 | 1.16 | 0.78 | 0.58 | … | … | 0.23 | 3.33 | 1.81 | 2.44 | 1.25 | 1.53 | 0.48 |
Data as of 06/17/2026, 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 |
|---|---|---|---|---|
| MNEKX (MainStay Conservative ETF Allocation Fund Class C) |
-0.67%
Apr 2021 – Apr 2024 |
3.09%
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 |
|---|---|---|---|---|
| MNEKX (MainStay Conservative ETF Allocation Fund Class C) |
10.09%
Sep 2022 – Sep 2025 |
4.73%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart