Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MSIXX (MainStay Funds Trust – Cash Reserves Sweeps Fund) 0.00% 0.00% 2.92% 2.36% NA NA NA
Data as of 06/10/2026, Common starting date is 11/18/2020
More Performance Analytics Comparison
Name Start Date End Date
MSIXX (MainStay Funds Trust – Cash Reserves Sweeps Fund) 11/18/2020 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020
Annualized Return (%) 0.00 0.00 2.92 2.36 NA NA NA 0.00 1.32 3.79 4.74 1.29 0.01 0.03
Sharpe Ratio NA 0.00 -0.33 -0.19 NA NA NA 0.00 -2.37 -2.31 0.36 -0.17 -2.04 2.45
Standard Deviation(%) NA 0.33 1.05 0.92 NA NA NA 0.00 0.66 1.22 1.34 0.52 0.01 0.10
Draw Down(%) NA 0.00 0.00 0.00 NA NA NA 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Yield(%) 0.00 0.00 3.10 2.47 1.24 0.83 0.62 0.00 1.65 4.78 4.63 1.29 0.01 0.03
Data as of 06/10/2026, Common starting date is 11/18/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MSIXX (MainStay Funds Trust – Cash Reserves Sweeps Fund) 2.27%
Feb 2021 – Feb 2024
2.36%
Feb 2021 – Feb 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MSIXX (MainStay Funds Trust – Cash Reserves Sweeps Fund) 3.96%
Apr 2022 – Apr 2025
2.36%
Feb 2021 – Feb 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return