Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTBIX (MAINSTAY TAX FREE BOND FUND CLASS I) | 1.84% | 7.79% | 3.94% | 0.61% | 2.11% | 3.66% | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/22/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTBIX (MAINSTAY TAX FREE BOND FUND CLASS I) | 12/22/2009 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 7.79 | 3.94 | 0.61 | 2.11 | 3.66 | NA | … | … | 1.84 | 4.20 | 1.61 | 6.64 | -10.21 | 1.51 | 5.94 | 7.86 | 1.75 | 4.72 | 0.46 | 3.90 | 12.79 | -3.76 | 11.21 | 11.00 | 1.98 | 0.00 |
| Sharpe Ratio | NA | 1.73 | 0.15 | -0.44 | 0.12 | NA | NA | … | … | 0.56 | 0.27 | -0.57 | 0.73 | -2.24 | 0.86 | 0.66 | 3.19 | 0.19 | 1.73 | 0.08 | 2.01 | 6.53 | -0.94 | 4.87 | 3.90 | 0.54 | 0.00 |
| Standard Deviation(%) | NA | 2.90 | 4.20 | 4.18 | 4.28 | NA | NA | … | … | 3.27 | 4.97 | 3.55 | 4.10 | 5.21 | 1.72 | 8.55 | 2.00 | 1.96 | 2.36 | 3.06 | 1.93 | 1.95 | 4.04 | 2.31 | 2.81 | 3.52 | NA |
| Draw Down(%) | NA | 2.95 | 6.00 | 15.71 | 15.71 | NA | NA | … | … | 2.95 | 5.13 | 2.63 | 6.41 | 15.34 | 2.31 | 11.89 | 1.63 | 1.71 | 1.39 | 6.56 | 2.03 | 0.85 | 9.54 | 1.95 | 3.14 | 6.34 | 0.00 |
| Yield(%) | 0.00 | 4.00 | 3.83 | 3.06 | 3.01 | 3.73 | 3.09 | … | … | 1.61 | 3.85 | 3.77 | 3.76 | 2.84 | 1.87 | 2.37 | 3.22 | 3.39 | 3.35 | 3.09 | 3.41 | 4.41 | 3.95 | 4.27 | 5.08 | 3.59 | 0.00 |
Data as of 06/10/2026, Common starting date is 12/22/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTBIX (MAINSTAY TAX FREE BOND FUND CLASS I) |
-2.84%
Oct 2020 – Oct 2023 |
0.01%
Jul 2020 – Jul 2025 |
1.86%
Oct 2012 – Oct 2022 |
3.20%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTBIX (MAINSTAY TAX FREE BOND FUND CLASS I) |
8.69%
Aug 2013 – Aug 2016 |
7.31%
Jan 2011 – Jan 2016 |
5.72%
Jan 2011 – Jan 2021 |
3.97%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart