Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MMHEX (MainStay MacKay High Yield Municipal Bond Fund Class R6) | 2.93% | 9.09% | 5.36% | 1.29% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/04/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MMHEX (MainStay MacKay High Yield Municipal Bond Fund Class R6) | 11/04/2019 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 9.09 | 5.36 | 1.29 | NA | NA | NA | … | … | 2.93 | 3.16 | 4.63 | 9.64 | -14.08 | 6.33 | 5.48 | 0.73 |
| Sharpe Ratio | NA | 1.78 | 0.38 | -0.22 | NA | NA | NA | … | … | 1.14 | 0.04 | 0.22 | 1.04 | -2.19 | 3.39 | 0.52 | 2.38 |
| Standard Deviation(%) | NA | 3.62 | 5.54 | 5.60 | NA | NA | NA | … | … | 3.93 | 6.61 | 4.54 | 5.78 | 7.09 | 1.86 | 10.03 | 1.56 |
| Draw Down(%) | NA | 3.10 | 8.08 | 20.57 | NA | NA | NA | … | … | 3.10 | 7.09 | 3.29 | 8.08 | 20.54 | 2.22 | 15.65 | 0.54 |
| Yield(%) | 0.36 | 4.48 | 4.40 | 3.51 | 2.40 | 1.60 | 1.20 | … | … | 1.79 | 4.27 | 4.29 | 4.45 | 3.13 | 3.10 | 3.66 | 0.58 |
Data as of 06/05/2026, Common starting date is 11/04/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMHEX (MainStay MacKay High Yield Municipal Bond Fund Class R6) |
-2.42%
Oct 2020 – Oct 2023 |
1.16%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMHEX (MainStay MacKay High Yield Municipal Bond Fund Class R6) |
8.07%
Oct 2022 – Oct 2025 |
3.26%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart