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MCINX: MAINSTAY CONVERTIBLE FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 23.08 0.74(3.11%) June 05
| Asset Class: | Convertibles |
| MyPlanIQ Rating: | (53%) |
| Start Date: | 02/28/2008 |
| Last Dividend Date: | 12/08/2025 |
| 12-Mo. Yield | 8.58% |
| Expenses | 0.95% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 02/28/2008 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.7 | 16.7 | 29.7 | 15.5 | 2.8 | 8.0 | 7.4 | 7.0 | 15.2 | 7.4 | 9.1 | -14.6 | -10.5 | 26.5 | 21.9 | -2.8 | 10.7 | 11.2 | -1.4 | 7.3 | 25.1 | 9.0 | -5.5 | 17.7 | 42.4 | -31.9 |
| Sharpe Ratio | NA | 2.8 | 2.37 | 1.23 | 0.02 | 0.45 | NA | 0.42 | 1.16 | 0.51 | 0.62 | -0.98 | -0.45 | 1.17 | 2.07 | -0.34 | 1.59 | 1.0 | -0.14 | 0.72 | 2.88 | 0.95 | -0.31 | 1.35 | 2.92 | -1.38 |
| Draw Down(%) | NA | 6.2 | 6.2 | 10.8 | 33.8 | 33.8 | NA | 42.9 | 10.4 | 4.4 | 8.1 | 16.8 | 22.7 | 25.7 | 6.2 | 15.1 | 3.6 | 11.1 | 11.3 | 8.9 | 4.4 | 9.3 | 21.8 | 11.7 | 10.1 | 42.9 |
| Standard Deviation(%) | NA | 14.6 | 11.4 | 9.9 | 14.5 | 14.2 | NA | 14.3 | 10.6 | 7.5 | 8.8 | 16.5 | 23.5 | 22.4 | 9.9 | 12.3 | 6.4 | 10.9 | 10.0 | 10.1 | 8.7 | 9.5 | 17.5 | 13.0 | 14.5 | 27.0 |
| Treynor Ratio | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.04 | NA | 0.05 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.08 | -0.03 | 0.08 | 0.08 | -0.01 | 0.05 | 0.19 | 0.08 | -0.04 | 0.18 | 0.38 | -0.3 |
| Alpha | NA | NA | NA | NA | NA | 0.03 | NA | 0.01 | NA | NA | NA | NA | NA | NA | 0.06 | 0.01 | 0.0 | 0.01 | 0.0 | 0.02 | 0.0 | -0.03 | 0.02 | 0.0 | -0.01 | 0.02 |
| Beta | NA | NA | NA | NA | NA | 1.49 | NA | 1.23 | NA | NA | NA | NA | NA | NA | 2.72 | 1.59 | 1.32 | 1.42 | 1.35 | 1.39 | 1.29 | 1.19 | 1.31 | 0.99 | 1.1 | 1.23 |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.11 | NA | 0.48 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.16 | 0.85 | 0.85 | 0.88 | 0.88 | 0.9 | 0.88 | 0.87 | 0.95 | 0.85 | 0.92 | 0.91 |
| Yield(%) | N/A | 0.0 | 8.5 | 6.1 | 3.0 | 4.4 | 5.2 | N/A | 9.0 | 4.8 | 4.2 | 0.8 | 0.9 | 0.6 | 2.8 | 5.8 | 7.4 | 3.4 | 7.4 | 10.9 | 5.6 | 6.6 | 6.6 | 2.2 | 3.7 | 0.9 |
| Dividend Growth(%) | N/A | -100.0 | 81.7 | 561.8 | 13.4 | N/A | N/A | N/A | 93.8 | 20.4 | 349.4 | -19.2 | 80.0 | -74.9 | -55.6 | -18.3 | 139.8 | -59.2 | -34.2 | 127.1 | -12.4 | -12.5 | 245.7 | -17.3 | 176.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/28/2008
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Best ETFs
* Day change on 06/05/2026.Best Closed End Funds
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