Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MKTBX (MAINSTAY TAX FREE BOND FUND CLASS B) | NA | 1.83% | -1.06% | -0.47% | 1.63% | 3.02% | 2.87% | … | … |
Data as of 02/20/2025, Common starting date is 05/30/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MKTBX (MAINSTAY TAX FREE BOND FUND CLASS B) | 05/30/1986 | 02/20/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | 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 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.22 | 1.83 | -1.06 | -0.47 | 1.63 | 3.02 | 2.87 | … | … | 0.07 | 1.17 | 3.49 | -10.78 | 0.79 | 5.89 | 7.32 | 1.16 | 5.36 | 0.22 | 3.33 | 12.27 | -4.31 | 10.60 | 10.37 | 2.24 | 13.26 | -8.05 | 0.13 | 4.25 | 2.50 | 2.74 | 2.33 | 8.35 | 3.77 | 11.71 | -6.67 | 4.53 | 8.79 | 3.34 | 14.86 | -6.02 | 9.55 | 5.64 | 10.89 | 4.68 | 7.38 | 9.36 | 0.54 | 8.69 |
| Sharpe Ratio | NA | -0.48 | -0.94 | -0.45 | 0.08 | NA | NA | … | … | -0.73 | -0.70 | -0.04 | -2.35 | 0.45 | 0.66 | 3.15 | -0.13 | 2.04 | 0.00 | 1.75 | 6.37 | -1.06 | 4.86 | 3.78 | 0.62 | 4.03 | -1.46 | -1.28 | 0.36 | 0.11 | 0.54 | 0.41 | 2.62 | 0.50 | 3.22 | -3.17 | 0.32 | 1.59 | -0.06 | 2.86 | -1.91 | 2.36 | 0.88 | 3.03 | -0.24 | 0.50 | 1.40 | -0.68 | 1.11 |
| Standard Deviation(%) | NA | 3.56 | 4.32 | 5.15 | 3.97 | NA | NA | … | … | 3.68 | 3.52 | 3.99 | 5.21 | 1.71 | 8.51 | 1.86 | 1.80 | 2.31 | 3.09 | 1.89 | 1.92 | 4.10 | 2.19 | 2.74 | 3.49 | 3.26 | 6.15 | 2.36 | 2.30 | 2.22 | 3.25 | 3.90 | 2.75 | 2.66 | 2.33 | 3.17 | 3.32 | 3.20 | 4.83 | 3.81 | 4.77 | 3.11 | 3.56 | 2.29 | 3.45 | 2.84 | 3.17 | 5.41 | 10.02 |
| Draw Down(%) | NA | 2.99 | 12.97 | 16.67 | 16.67 | NA | NA | … | … | 1.39 | 2.56 | 7.55 | 15.94 | 2.31 | 11.90 | 1.72 | 1.70 | 1.49 | 6.51 | 2.25 | 1.00 | 9.76 | 2.05 | 3.25 | 6.33 | 3.03 | 13.18 | 3.59 | 1.97 | 2.11 | 6.06 | 6.53 | 3.15 | 4.08 | 2.96 | 8.62 | 3.27 | 2.62 | 4.87 | 2.69 | 9.78 | 2.85 | 3.08 | 1.63 | 3.53 | 2.69 | 2.65 | 8.76 | 5.69 |
| Yield(%) | 0.00 | 3.28 | 2.05 | 1.90 | 2.39 | 3.06 | 3.04 | … | … | 0.28 | 3.24 | 0.87 | 2.19 | 1.25 | 2.32 | 2.60 | 2.91 | 2.85 | 2.85 | 2.96 | 3.81 | 3.40 | 3.68 | 4.48 | 3.95 | 4.06 | 3.80 | 3.62 | 3.63 | 3.77 | 3.47 | 3.39 | 4.03 | 4.34 | 4.93 | 4.21 | 4.52 | 5.01 | 5.07 | 5.53 | 5.04 | 5.95 | 5.92 | 6.25 | 6.20 | 6.04 | 7.27 | 6.55 | 4.20 |
Data as of 02/20/2025, Common starting date is 05/30/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MKTBX (MAINSTAY TAX FREE BOND FUND CLASS B) |
-4.13%
Oct 2020 – Oct 2023 |
-0.43%
Jan 2020 – Jan 2025 |
1.49%
Oct 2012 – Oct 2022 |
2.71%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MKTBX (MAINSTAY TAX FREE BOND FUND CLASS B) |
10.15%
Sep 1990 – Sep 1993 |
8.39%
Sep 1987 – Sep 1992 |
6.85%
Oct 1987 – Oct 1997 |
6.02%
Sep 1987 – Sep 2002 |
Annualized Rolling Returns Comparison Chart