Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSDJX (MAINSTAY UNCONSTRAINED BOND FUND CLASS R3) | NA | 6.90% | 0.62% | 2.27% | NA | NA | NA | … | … |
Data as of 02/26/2024, Common starting date is 03/02/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSDJX (MAINSTAY UNCONSTRAINED BOND FUND CLASS R3) | 03/02/2016 | 02/26/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.24 | 6.90 | 0.62 | 2.27 | NA | NA | NA | … | … | 0.13 | 9.08 | -8.01 | 1.52 | 5.68 | 6.33 | -2.27 | 4.33 | 9.07 |
| Sharpe Ratio | NA | 0.73 | -0.39 | 0.19 | NA | NA | NA | … | … | -0.60 | 1.12 | -2.33 | 0.97 | 0.84 | 4.48 | -2.88 | 3.46 | 4.02 |
| Standard Deviation(%) | NA | 4.36 | 3.69 | 4.10 | NA | NA | NA | … | … | 4.60 | 4.36 | 4.04 | 1.54 | 6.47 | 1.10 | 1.25 | 1.07 | 2.67 |
| Draw Down(%) | NA | 2.87 | 12.11 | 13.78 | NA | NA | NA | … | … | 1.75 | 2.87 | 11.51 | 1.40 | 13.78 | 0.34 | 2.39 | 0.57 | 1.39 |
| Yield(%) | 0.00 | 4.16 | 2.67 | 2.59 | 2.28 | 1.52 | 1.14 | … | … | 0.37 | 4.18 | 2.49 | 1.63 | 2.03 | 2.50 | 2.83 | 2.46 | 3.44 |
Data as of 02/26/2024, Common starting date is 03/02/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSDJX (MAINSTAY UNCONSTRAINED BOND FUND CLASS R3) |
-1.17%
Oct 2019 – Oct 2022 |
-0.01%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSDJX (MAINSTAY UNCONSTRAINED BOND FUND CLASS R3) |
4.49%
Dec 2018 – Dec 2021 |
4.03%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart