Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCOIX (MAINSTAY CALIFORNIA TAX FREE OPPORTUNITIES FUND CLASS I) | 1.59% | 7.12% | 3.96% | 0.55% | 2.25% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 03/01/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCOIX (MAINSTAY CALIFORNIA TAX FREE OPPORTUNITIES FUND CLASS I) | 03/01/2013 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.12 | 3.96 | 0.55 | 2.25 | NA | NA | … | … | 1.59 | 2.67 | 2.70 | 7.07 | -10.75 | 2.52 | 5.13 | 8.46 | 1.95 | 6.75 | 0.85 | 5.46 | 15.38 | -5.99 |
| Sharpe Ratio | NA | 1.62 | 0.16 | -0.43 | 0.14 | NA | NA | … | … | 0.33 | -0.04 | -0.26 | 0.79 | -2.04 | 1.29 | 0.50 | 3.39 | 0.29 | 2.59 | 0.19 | 2.55 | 7.26 | -1.38 |
| Standard Deviation(%) | NA | 2.63 | 4.23 | 4.41 | 4.67 | NA | NA | … | … | 3.07 | 4.98 | 3.47 | 4.34 | 5.98 | 1.94 | 9.74 | 2.06 | 1.96 | 2.36 | 3.39 | 2.13 | 2.12 | 5.18 |
| Draw Down(%) | NA | 2.97 | 6.33 | 16.72 | 16.72 | NA | NA | … | … | 2.97 | 5.66 | 2.42 | 6.11 | 16.72 | 2.51 | 13.91 | 1.65 | 1.80 | 1.38 | 7.54 | 1.89 | 0.88 | 11.21 |
| Yield(%) | 0.00 | 3.36 | 3.64 | 2.98 | 3.04 | 2.96 | 2.22 | … | … | 1.17 | 3.58 | 3.76 | 3.81 | 2.85 | 2.40 | 2.80 | 2.99 | 3.25 | 3.46 | 3.16 | 3.56 | 4.28 | 3.03 |
Data as of 06/09/2026, Common starting date is 03/01/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCOIX (MAINSTAY CALIFORNIA TAX FREE OPPORTUNITIES FUND CLASS I) |
-3.06%
Oct 2019 – Oct 2022 |
0.06%
Jul 2020 – Jul 2025 |
2.29%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCOIX (MAINSTAY CALIFORNIA TAX FREE OPPORTUNITIES FUND CLASS I) |
10.44%
Aug 2013 – Aug 2016 |
6.70%
Aug 2013 – Aug 2018 |
4.08%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart