Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSCCX (MAINSTAY CALIFORNIA TAX FREE OPPORTUNITIES FUND CLASS C) | 1.31% | 6.38% | 3.35% | 0.02% | 1.69% | 2.21% | 1.66% | … | … |
Data as of 06/05/2026, Common starting date is 05/17/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSCCX (MAINSTAY CALIFORNIA TAX FREE OPPORTUNITIES FUND CLASS C) | 05/17/2000 | 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 6.38 | 3.35 | 0.02 | 1.69 | 2.21 | 1.66 | … | … | 1.31 | 2.13 | 2.18 | 6.48 | -11.42 | 1.66 | 4.57 | 7.88 | 1.41 | 6.17 | 0.36 | 4.90 | 14.45 | -49.33 |
| Sharpe Ratio | NA | 1.44 | 0.02 | -0.57 | 0.01 | NA | NA | … | … | 0.19 | -0.15 | -0.41 | 0.66 | -2.17 | 0.88 | 0.44 | 3.20 | 0.02 | 2.37 | 0.04 | 2.38 | 6.80 | -0.09 |
| Standard Deviation(%) | NA | 2.58 | 4.20 | 4.38 | 4.63 | NA | NA | … | … | 2.98 | 4.92 | 3.53 | 4.28 | 5.94 | 1.86 | 9.72 | 2.00 | 1.86 | 2.33 | 3.35 | 2.05 | 2.12 | 67.06 |
| Draw Down(%) | NA | 2.97 | 6.49 | 17.56 | 17.56 | NA | NA | … | … | 2.97 | 5.71 | 2.42 | 6.46 | 17.24 | 2.51 | 13.91 | 1.65 | 1.89 | 1.38 | 7.79 | 1.97 | 1.04 | 51.18 |
| Yield(%) | 0.00 | 2.86 | 3.12 | 2.47 | 2.50 | 2.44 | 1.83 | … | … | 0.99 | 3.06 | 3.26 | 3.26 | 2.19 | 1.55 | 2.27 | 2.44 | 2.73 | 2.90 | 2.66 | 3.03 | 3.53 | 2.51 |
Data as of 06/05/2026, Common starting date is 05/17/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSCCX (MAINSTAY CALIFORNIA TAX FREE OPPORTUNITIES FUND CLASS C) |
-3.78%
Oct 2019 – Oct 2022 |
-0.57%
Jul 2020 – Jul 2025 |
1.70%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSCCX (MAINSTAY CALIFORNIA TAX FREE OPPORTUNITIES FUND CLASS C) |
9.76%
Aug 2013 – Aug 2016 |
6.09%
Aug 2013 – Aug 2018 |
3.45%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart