Nasdaq - Delayed Quote USD

MainStay Growth Allocation B (MGDBX)

14.93 0.00 (0.00%)
At close: 8:00 PM EDT

Fund Summary

The fund is a "fund of funds" that seeks to achieve its investment objective by investing primarily in mutual funds and ETFs managed by New York Life Investments or its affiliates. It seeks to achieve its investment objective by normally investing approximately 80% (within a range of 70% to 90%) of its assets in underlying equity funds, and approximately 20% (within a range of 10% to 30%) of its assets in underlying fixed-income funds.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 26.56%
Worst 1Y Total Return --
Number of Years Up 13
Number of Years Down 5

Performance & Risk

YTD Return 2.40%
5y Average Return 6.27%
Rank in Category (ytd) 78
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.14
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
MGDBXCategory AverageMGDBXCategory AverageMGDBXCategory Average
Alpha 1.43 -0.02 0.32 -0.02 -1.31 -0.01
BETA 1.14 0.01 1.22 0.01 1.27 0.01
Mean Annual Return 0.41 0.01 0.7 0.01 0.52 0.01
R-squared 94.55 0.94 95.72 0.93 94.31 0.93
Standard Deviation 14.51 0.16 15.47 0.13 12.97 0.12
Sharpe Ratio 0.13 0.01 0.4 0.01 0.37 0.01
Treynor Ratio 0.82 0.08 4.33 0.08 3.18 0.06

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