Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTFMX (Mainstay Funds Trust – Mackay Strategic Municipal Allocation Fund) | 1.07% | 5.97% | 3.48% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/14/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTFMX (Mainstay Funds Trust – Mackay Strategic Municipal Allocation Fund) | 12/14/2022 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 5.97 | 3.48 | NA | NA | NA | NA | … | … | 1.07 | 4.24 | 1.60 | 5.41 | -0.74 |
| Sharpe Ratio | NA | 1.50 | 0.07 | NA | NA | NA | NA | … | … | 0.00 | 0.35 | -0.74 | 0.61 | -12.12 |
| Standard Deviation(%) | NA | 2.20 | 3.20 | NA | NA | NA | NA | … | … | 2.60 | 3.86 | 2.73 | 2.90 | 1.56 |
| Draw Down(%) | NA | 2.78 | 4.28 | NA | NA | NA | NA | … | … | 2.78 | 4.28 | 2.04 | 4.02 | 0.74 |
| Yield(%) | 0.00 | 2.77 | 2.92 | 2.02 | 1.01 | 0.67 | 0.50 | … | … | 0.96 | 2.97 | 3.02 | 2.95 | 0.13 |
Data as of 06/05/2026, Common starting date is 12/14/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTFMX (Mainstay Funds Trust – Mackay Strategic Municipal Allocation Fund) |
3.01%
Mar 2023 – Mar 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTFMX (Mainstay Funds Trust – Mackay Strategic Municipal Allocation Fund) |
4.20%
Feb 2023 – Feb 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart