Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MKTRX (MAINSTAY INCOME BUILDER FUND CLASS B) | NA | 14.13% | 3.81% | 2.62% | 3.53% | 6.03% | 4.85% | … | … |
Data as of 02/20/2025, Common starting date is 02/29/1988
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MKTRX (MAINSTAY INCOME BUILDER FUND CLASS B) | 02/29/1988 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.33 | 14.13 | 3.81 | 2.62 | 3.53 | 6.03 | 4.85 | … | … | 4.31 | 10.13 | 7.33 | -14.34 | 3.34 | 6.15 | 17.06 | -6.44 | 11.14 | 8.18 | -4.58 | 6.62 | 17.24 | 13.34 | 2.46 | 13.05 | 21.26 | -27.56 | 5.95 | 8.32 | 5.36 | 5.64 | 18.19 | -18.37 | -12.60 | -5.24 | 15.60 | 25.96 | 17.65 | 12.74 | 27.96 | -2.40 | 9.54 | 1.99 | 28.78 | 5.05 | 10.60 | 5.16 |
| Sharpe Ratio | NA | 1.24 | 0.04 | 0.06 | 0.22 | NA | NA | … | … | 3.93 | 0.77 | 0.43 | -1.07 | 0.36 | 0.33 | 3.15 | -1.09 | 2.07 | 0.91 | -0.47 | 0.95 | 2.43 | 1.68 | 0.18 | 0.74 | 1.74 | -1.33 | 0.26 | 0.64 | 0.38 | 0.57 | 1.65 | -1.40 | -1.10 | -0.48 | 0.81 | 1.49 | 1.09 | 0.86 | 2.69 | -0.56 | 0.86 | -0.05 | 1.86 | -0.05 | 0.55 | 0.08 |
| Standard Deviation(%) | NA | 8.55 | 11.01 | 12.49 | 10.24 | NA | NA | … | … | 8.54 | 8.50 | 8.63 | 14.84 | 9.19 | 17.90 | 4.95 | 7.19 | 5.10 | 8.74 | 9.79 | 6.94 | 7.08 | 7.97 | 13.32 | 17.52 | 12.20 | 21.33 | 10.63 | 7.68 | 8.20 | 8.12 | 10.59 | 13.97 | 13.85 | 19.87 | 15.05 | 15.09 | 12.74 | 10.47 | 8.91 | 9.85 | 8.53 | 9.39 | 13.30 | 9.60 | 8.47 | 14.48 |
| Draw Down(%) | NA | 5.30 | 18.66 | 26.21 | 26.21 | NA | NA | … | … | 1.71 | 4.88 | 9.57 | 22.26 | 7.95 | 24.49 | 2.25 | 10.58 | 2.47 | 6.32 | 10.83 | 6.03 | 7.02 | 6.29 | 12.75 | 10.86 | 11.82 | 34.85 | 6.96 | 6.37 | 5.37 | 8.51 | 7.21 | 22.20 | 24.53 | 15.84 | 9.68 | 16.67 | 9.32 | 9.05 | 4.16 | 10.17 | 5.96 | 12.26 | 9.38 | 12.32 | 8.52 | 8.48 |
| Yield(%) | 0.00 | 2.14 | 1.42 | 1.41 | 2.78 | 4.32 | 4.07 | … | … | 0.14 | 2.14 | 0.90 | 1.24 | 1.51 | 1.37 | 6.38 | 3.38 | 4.42 | 2.46 | 5.58 | 7.22 | 5.82 | 3.02 | 3.01 | 3.02 | 1.87 | 1.17 | 13.31 | 9.18 | 4.50 | 2.12 | 0.50 | 0.83 | 1.90 | 13.49 | 6.28 | 9.26 | 10.70 | 4.23 | 2.24 | 2.36 | 2.60 | 1.52 | 1.82 | 2.63 | 3.78 | 2.94 |
Data as of 02/20/2025, Common starting date is 02/29/1988
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MKTRX (MAINSTAY INCOME BUILDER FUND CLASS B) |
-13.74%
Mar 2000 – Mar 2003 |
-4.36%
Mar 2000 – Mar 2005 |
-2.38%
Feb 1999 – Feb 2009 |
1.76%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MKTRX (MAINSTAY INCOME BUILDER FUND CLASS B) |
22.44%
Mar 1997 – Mar 2000 |
19.84%
Dec 1994 – Dec 1999 |
14.68%
Aug 1990 – Aug 2000 |
8.17%
Feb 1989 – Feb 2004 |
Annualized Rolling Returns Comparison Chart