Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MIXNX (MAINSTAY INDEXED BOND FUND INVESTOR CLASS) | 0.37% | 3.24% | 4.28% | 1.52% | 0.87% | 1.41% | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIXNX (MAINSTAY INDEXED BOND FUND INVESTOR CLASS) | 03/05/2008 | 06/10/2026 |
| 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 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.24 | 4.28 | 1.52 | 0.87 | 1.41 | NA | … | … | 0.37 | 4.80 | 4.46 | 4.36 | -4.71 | -1.03 | -5.96 | 7.87 | -1.10 | 2.64 | 1.72 | -0.35 | 5.20 | -2.93 | 3.32 | 6.59 | 5.32 | 4.99 | 5.01 |
| Sharpe Ratio | NA | 0.26 | 0.55 | -0.53 | -0.20 | NA | NA | … | … | -1.22 | 1.30 | 0.48 | 0.28 | -2.72 | -1.10 | -0.64 | 1.87 | -0.87 | 0.70 | 0.47 | -0.10 | 1.93 | -0.88 | 1.21 | 1.15 | 1.00 | 1.08 | 0.83 |
| Standard Deviation(%) | NA | 1.40 | 1.72 | 1.93 | 3.84 | NA | NA | … | … | 1.55 | 1.48 | 1.75 | 2.54 | 2.27 | 0.97 | 9.65 | 3.43 | 2.86 | 2.83 | 3.21 | 3.77 | 2.68 | 3.37 | 2.72 | 5.68 | 5.22 | 4.53 | 6.36 |
| Draw Down(%) | NA | 0.98 | 0.98 | 7.38 | 14.90 | NA | NA | … | … | 0.98 | 0.76 | 0.72 | 1.37 | 6.17 | 1.45 | 9.18 | 2.17 | 3.49 | 1.52 | 4.66 | 3.09 | 1.19 | 5.06 | 1.39 | 3.33 | 5.14 | 2.18 | 4.69 |
| Yield(%) | 0.00 | 3.86 | 4.25 | 2.97 | 2.53 | 2.67 | 2.75 | … | … | 1.56 | 3.95 | 4.58 | 3.92 | 1.64 | 0.68 | 1.14 | 4.42 | 2.07 | 2.24 | 3.31 | 2.97 | 2.40 | 1.49 | 3.74 | 5.44 | 4.84 | 3.73 | 3.12 |
Data as of 06/10/2026, Common starting date is 03/05/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIXNX (MAINSTAY INDEXED BOND FUND INVESTOR CLASS) |
-4.37%
Oct 2019 – Oct 2022 |
-1.28%
Oct 2017 – Oct 2022 |
-0.08%
Oct 2012 – Oct 2022 |
1.39%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIXNX (MAINSTAY INDEXED BOND FUND INVESTOR CLASS) |
8.06%
Oct 2008 – Oct 2011 |
5.21%
Oct 2008 – Oct 2013 |
3.05%
Oct 2008 – Oct 2018 |
1.98%
Oct 2008 – Oct 2023 |
Annualized Rolling Returns Comparison Chart