Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MDHRX (MAINSTAY SHORT DURATION HIGH YIELD FUND CLASS R2) | NA | 8.62% | 3.49% | 4.01% | 3.58% | NA | NA | … | … |
Data as of 02/26/2024, Common starting date is 12/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDHRX (MAINSTAY SHORT DURATION HIGH YIELD FUND CLASS R2) | 12/19/2012 | 02/26/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.21 | 8.62 | 3.49 | 4.01 | 3.58 | NA | NA | … | … | 0.80 | 9.72 | -2.83 | 4.38 | 3.35 | 9.01 | -0.22 | 4.18 | 10.13 | 0.22 | -1.11 | 1.41 | -0.30 |
| Sharpe Ratio | NA | 2.04 | 0.50 | 0.56 | 0.73 | NA | NA | … | … | 0.88 | 2.13 | -1.09 | 3.05 | 0.36 | 4.49 | -0.94 | 3.08 | 3.26 | 0.09 | -0.52 | 0.66 | -6.62 |
| Standard Deviation(%) | NA | 2.38 | 2.83 | 4.49 | 3.53 | NA | NA | … | … | 1.98 | 2.59 | 3.87 | 1.43 | 8.61 | 1.69 | 1.64 | 1.16 | 3.04 | 2.19 | 2.15 | 2.08 | 1.55 |
| Draw Down(%) | NA | 1.08 | 6.26 | 18.04 | 18.04 | NA | NA | … | … | 0.42 | 1.64 | 6.26 | 1.02 | 18.04 | 0.66 | 2.82 | 0.90 | 3.23 | 3.95 | 3.85 | 2.86 | 0.30 |
| Yield(%) | 0.00 | 5.74 | 4.44 | 4.47 | 3.99 | 2.72 | 2.04 | … | … | 0.58 | 5.71 | 4.00 | 3.81 | 4.63 | 4.56 | 4.06 | 4.02 | 4.80 | 4.68 | 1.17 | 0.00 | 0.00 |
Data as of 02/26/2024, Common starting date is 12/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDHRX (MAINSTAY SHORT DURATION HIGH YIELD FUND CLASS R2) |
-0.42%
Feb 2013 – Feb 2016 |
1.58%
Mar 2015 – Mar 2020 |
2.91%
Feb 2013 – Feb 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDHRX (MAINSTAY SHORT DURATION HIGH YIELD FUND CLASS R2) |
6.93%
Mar 2020 – Mar 2023 |
5.74%
Feb 2016 – Feb 2021 |
3.64%
Jan 2014 – Jan 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart