Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTMIX (MAINSTAY TOTAL RETURN BOND FUND CLASS I) | 0.48% | 5.32% | 6.03% | 0.23% | 2.09% | 2.61% | 3.71% | … | … |
Data as of 06/09/2026, Common starting date is 12/31/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTMIX (MAINSTAY TOTAL RETURN BOND FUND CLASS I) | 12/31/1991 | 06/09/2026 |
| 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 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.33 | 5.32 | 6.03 | 0.23 | 2.09 | 2.61 | 3.71 | … | … | 0.48 | 7.83 | 4.78 | 7.93 | -15.29 | -3.48 | 8.74 | 9.38 | -1.22 | 4.62 | 4.80 | -1.44 | 4.77 | -0.80 | 8.08 | 7.40 | 8.04 | 7.27 | 4.97 | 5.92 | 4.29 | 1.85 | 4.78 | 3.65 | 7.02 | 7.96 | 10.91 | -2.48 | 7.96 | 8.58 | 2.80 | 17.89 | -3.31 | 2.20 | 3.78 | 0.00 |
| Sharpe Ratio | NA | 0.54 | 0.48 | -0.37 | 0.09 | NA | NA | … | … | -0.48 | 1.10 | 0.21 | 0.57 | -2.16 | -0.76 | 1.46 | 2.40 | -0.97 | 1.51 | 1.62 | -0.52 | 2.53 | -0.30 | 3.32 | 1.54 | 1.33 | 1.49 | 0.67 | 0.82 | 0.31 | -0.15 | 0.92 | 0.66 | 1.44 | 1.19 | 1.91 | -1.32 | 1.05 | 1.31 | -0.17 | 3.32 | -1.25 | 0.00 | 0.29 | NA |
| Standard Deviation(%) | NA | 3.85 | 5.39 | 6.22 | 5.12 | NA | NA | … | … | 3.98 | 4.50 | 5.49 | 7.61 | 7.78 | 4.63 | 5.81 | 3.29 | 2.68 | 2.64 | 2.83 | 2.82 | 1.88 | 2.76 | 2.44 | 4.77 | 5.96 | 4.82 | 5.91 | 3.39 | 2.83 | 2.84 | 4.11 | 4.43 | 4.09 | 4.72 | 3.50 | 4.44 | 4.27 | 3.73 | 5.00 | 4.19 | 5.11 | 6.14 | 4.41 | 0.00 |
| Draw Down(%) | NA | 2.70 | 6.14 | 22.76 | 22.76 | NA | NA | … | … | 2.70 | 2.81 | 3.67 | 7.35 | 19.40 | 4.43 | 10.04 | 2.00 | 3.10 | 1.48 | 3.60 | 3.60 | 1.18 | 4.86 | 1.11 | 2.22 | 5.56 | 2.09 | 5.03 | 2.38 | 2.29 | 2.49 | 4.62 | 4.98 | 2.46 | 3.76 | 2.57 | 4.21 | 3.29 | 2.48 | 4.63 | 2.10 | 6.33 | 5.84 | 4.65 | 0.00 |
| Yield(%) | 0.00 | 4.94 | 5.16 | 3.66 | 3.33 | 3.49 | 4.11 | … | … | 2.00 | 5.14 | 5.47 | 4.50 | 3.19 | 2.50 | 2.82 | 3.01 | 2.72 | 2.66 | 3.03 | 2.99 | 3.79 | 3.44 | 3.93 | 6.01 | 5.11 | 3.60 | 4.19 | 5.01 | 4.35 | 3.81 | 3.66 | 3.33 | 5.12 | 6.08 | 6.34 | 5.70 | 5.81 | 6.49 | 6.26 | 7.59 | 7.24 | 13.18 | 6.77 | 0.00 |
Data as of 06/09/2026, Common starting date is 12/31/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTMIX (MAINSTAY TOTAL RETURN BOND FUND CLASS I) |
-6.57%
Oct 2020 – Oct 2023 |
-1.44%
Oct 2017 – Oct 2022 |
0.44%
Oct 2012 – Oct 2022 |
2.63%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTMIX (MAINSTAY TOTAL RETURN BOND FUND CLASS I) |
9.65%
May 2000 – May 2003 |
7.63%
Jul 2007 – Jul 2012 |
6.79%
Oct 1994 – Oct 2004 |
6.28%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart