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MSTIX: MAINSTAY TAX ADVANTAGED SHORT TERM BOND FUND CLASS I (MUTUAL FUND)
Basic Info 9.33 0(0.0%) June 05
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 12/31/1991 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 3.35% |
| Expenses | 0.67% |
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Performance Analytics (As of 06/02/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.8 | 3.9 | 3.7 | 1.7 | 1.7 | 1.4 | 2.1 | 3.1 | 4.7 | 2.7 | 4.0 | -3.4 | 0.3 | 2.5 | 2.7 | 1.8 | 1.2 | 0.7 | 1.2 | 0.4 | 0.1 | 1.4 | 1.5 | 1.9 | 2.5 | 6.5 | 6.6 | 3.9 | 1.4 | 0.5 | 1.6 | 3.8 | 7.9 | 8.1 | 2.4 | 6.4 | 6.1 | 4.8 | 10.3 | 0.1 | 4.6 | 5.5 | 0.0 |
| Sharpe Ratio | NA | -0.27 | 1.07 | 0.35 | -0.47 | 0.03 | NA | NA | 0.78 | 0.87 | -0.52 | 0.18 | -2.8 | 0.29 | 0.98 | 1.39 | 0.68 | 0.57 | 0.66 | 1.37 | 0.41 | 0.06 | 1.84 | 0.94 | 0.88 | 1.16 | 1.94 | 2.0 | 0.47 | -0.66 | -0.26 | 0.5 | 1.34 | 2.51 | 2.72 | -0.67 | 1.78 | 1.27 | 0.59 | 3.21 | -1.57 | 1.52 | 1.43 | NA |
| Draw Down(%) | NA | 1.4 | 1.4 | 1.8 | 5.7 | 5.7 | NA | NA | 5.7 | 1.8 | 1.0 | 1.3 | 5.3 | 0.7 | 3.9 | 0.4 | 0.2 | 0.6 | 0.9 | 0.3 | 0.6 | 0.8 | 0.3 | 0.8 | 2.2 | 1.0 | 1.9 | 0.5 | 0.3 | 0.7 | 1.9 | 1.3 | 1.3 | 1.1 | 0.7 | 0.6 | 0.9 | 0.9 | 1.3 | 0.8 | 2.1 | 0.8 | 1.0 | 0.0 |
| Standard Deviation(%) | NA | 1.7 | 1.5 | 1.9 | 1.7 | 1.5 | NA | NA | 1.7 | 2.1 | 1.8 | 1.7 | 1.7 | 0.9 | 2.3 | 0.9 | 0.6 | 1.0 | 0.8 | 0.8 | 1.0 | 0.8 | 0.8 | 1.5 | 2.1 | 2.1 | 2.8 | 1.8 | 1.1 | 1.2 | 1.8 | 1.8 | 2.0 | 2.2 | 1.4 | 1.5 | 1.6 | 1.9 | 1.9 | 2.0 | 1.9 | 1.6 | 2.1 | 0.0 |
| Treynor Ratio | NA | -0.01 | 0.04 | 0.02 | -0.02 | 0.0 | NA | NA | 0.03 | 0.03 | -0.02 | 0.01 | -0.21 | 0.01 | 0.04 | 0.04 | 0.02 | 0.02 | 0.02 | 0.05 | 0.01 | 0.0 | 0.07 | 0.03 | 0.04 | 0.05 | 0.13 | 0.07 | 0.02 | -0.02 | -0.01 | 0.02 | 0.07 | 0.13 | 0.14 | -0.03 | 0.09 | 0.11 | 0.02 | 0.13 | -0.07 | 0.08 | 0.09 | 1.0 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.02 | 0.03 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | -0.01 | 0.0 | 0.01 | NA |
| Beta | NA | 0.49 | 0.45 | 0.43 | 0.34 | 0.36 | NA | NA | 0.39 | 0.58 | 0.43 | 0.26 | 0.23 | 0.24 | 0.52 | 0.27 | 0.22 | 0.32 | 0.27 | 0.24 | 0.42 | 0.31 | 0.19 | 0.53 | 0.48 | 0.5 | 0.43 | 0.5 | 0.32 | 0.44 | 0.62 | 0.53 | 0.4 | 0.44 | 0.27 | 0.34 | 0.32 | 0.23 | 0.48 | 0.48 | 0.46 | 0.29 | 0.34 | NA |
| RSquared | NA | 0.48 | 0.49 | 0.41 | 0.34 | 0.33 | NA | NA | 0.33 | 0.5 | 0.44 | 0.3 | 0.25 | 0.15 | 0.41 | 0.3 | 0.22 | 0.19 | 0.31 | 0.23 | 0.31 | 0.25 | 0.1 | 0.28 | 0.21 | 0.47 | 0.37 | 0.5 | 0.26 | 0.32 | 0.52 | 0.42 | 0.31 | 0.42 | 0.23 | 0.35 | 0.31 | 0.09 | 0.55 | 0.46 | 0.47 | 0.18 | 0.25 | 0.0 |
| Yield(%) | N/A | 1.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 3.4 | 3.4 | 3.1 | 1.3 | 0.7 | 1.4 | 1.9 | 1.5 | 1.2 | 1.0 | 0.9 | 0.7 | 1.0 | 1.3 | 1.9 | 1.5 | 2.5 | 2.7 | 4.3 | 3.8 | 2.8 | 1.9 | 1.9 | 2.8 | 4.5 | 6.8 | 8.5 | 5.9 | 7.1 | 6.9 | 7.0 | 9.4 | 13.1 | 4.5 | 0.0 |
| Dividend Growth(%) | N/A | -69.1 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.3 | 9.4 | 134.1 | 85.2 | -49.8 | -26.7 | 28.3 | 24.0 | 25.3 | 12.3 | 14.1 | -27.6 | -23.4 | -29.7 | 25.5 | -39.8 | -4.0 | -35.5 | 14.1 | 30.7 | 46.6 | -1.7 | -29.3 | -37.3 | -31.8 | -25.8 | 45.0 | -17.1 | 0.9 | 1.8 | -32.7 | -29.5 | 187.1 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/19/1991
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