Mainstay Balanced Fund Market Value
| MBAIX Fund | USD 32.20 0.09 0.28% |
| Symbol | Mainstay |
Mainstay Balanced 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Mainstay Balanced's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Mainstay Balanced.
| 11/01/2025 |
| 01/30/2026 |
If you would invest 0.00 in Mainstay Balanced on November 1, 2025 and sell it all today you would earn a total of 0.00 from holding Mainstay Balanced Fund or generate 0.0% return on investment in Mainstay Balanced over 90 days. Mainstay Balanced is related to or competes with Omni Small, Ab Discovery, Royce Special, Foundry Partners, Palm Valley, Lord Abbett, and Lsv Small. The fund invests approximately 60 percent of its assets in stocks and 40 percent of its assets in fixed-income securitie... More
Mainstay Balanced Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Mainstay Balanced's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Mainstay Balanced Fund upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.4539 | |||
| Information Ratio | 0.1178 | |||
| Maximum Drawdown | 5.59 | |||
| Value At Risk | (0.65) | |||
| Potential Upside | 0.8754 |
Mainstay Balanced Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Mainstay Balanced's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Mainstay Balanced's standard deviation. In reality, there are many statistical measures that can use Mainstay Balanced historical prices to predict the future Mainstay Balanced's volatility.| Risk Adjusted Performance | 0.1489 | |||
| Jensen Alpha | 0.1114 | |||
| Total Risk Alpha | 0.0841 | |||
| Sortino Ratio | 0.1808 | |||
| Treynor Ratio | 0.312 |
Mainstay Balanced January 30, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1489 | |||
| Market Risk Adjusted Performance | 0.322 | |||
| Mean Deviation | 0.4066 | |||
| Downside Deviation | 0.4539 | |||
| Coefficient Of Variation | 486.08 | |||
| Standard Deviation | 0.697 | |||
| Variance | 0.4857 | |||
| Information Ratio | 0.1178 | |||
| Jensen Alpha | 0.1114 | |||
| Total Risk Alpha | 0.0841 | |||
| Sortino Ratio | 0.1808 | |||
| Treynor Ratio | 0.312 | |||
| Maximum Drawdown | 5.59 | |||
| Value At Risk | (0.65) | |||
| Potential Upside | 0.8754 | |||
| Downside Variance | 0.206 | |||
| Semi Variance | (0) | |||
| Expected Short fall | (0.48) | |||
| Skewness | 3.65 | |||
| Kurtosis | 22.44 |
Mainstay Balanced Backtested Returns
At this stage we consider Mainstay Mutual Fund to be very steady. Mainstay Balanced has Sharpe Ratio of 0.24, which conveys that the entity had a 0.24 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Mainstay Balanced, which you can use to evaluate the volatility of the fund. Please verify Mainstay Balanced's Risk Adjusted Performance of 0.1489, coefficient of variation of 486.08, and Mean Deviation of 0.4066 to check out if the risk estimate we provide is consistent with the expected return of 0.17%. The fund secures a Beta (Market Risk) of 0.43, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Mainstay Balanced's returns are expected to increase less than the market. However, during the bear market, the loss of holding Mainstay Balanced is expected to be smaller as well.
Auto-correlation | 0.63 |
Good predictability
Mainstay Balanced Fund has good predictability. Overlapping area represents the amount of predictability between Mainstay Balanced time series from 1st of November 2025 to 16th of December 2025 and 16th of December 2025 to 30th of January 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Mainstay Balanced price movement. The serial correlation of 0.63 indicates that roughly 63.0% of current Mainstay Balanced price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.63 | |
| Spearman Rank Test | 0.72 | |
| Residual Average | 0.0 | |
| Price Variance | 0.05 |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.| VTI | Vanguard Total Stock | |
| RIOT | Riot Blockchain | |
| TSLA | Tesla Inc |
Other Information on Investing in Mainstay Mutual Fund
Mainstay Balanced financial ratios help investors to determine whether Mainstay Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Mainstay with respect to the benefits of owning Mainstay Balanced security.
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