Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTMRX (MAINSTAY TOTAL RETURN BOND FUND CLASS R1) | NA | 5.41% | -2.71% | 1.20% | 1.63% | NA | NA | … | … |
Data as of 02/26/2024, Common starting date is 07/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTMRX (MAINSTAY TOTAL RETURN BOND FUND CLASS R1) | 07/02/2012 | 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 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.33 | 5.41 | -2.71 | 1.20 | 1.63 | NA | NA | … | … | -0.66 | 7.80 | -15.42 | -0.61 | 9.74 | 9.36 | -1.32 | 4.54 | 4.37 | -1.53 | 4.67 | -0.89 | 3.69 |
| Sharpe Ratio | NA | 0.22 | -0.71 | -0.05 | 0.14 | NA | NA | … | … | -1.25 | 0.46 | -2.18 | -0.19 | 1.69 | 2.42 | -0.97 | 1.49 | 1.46 | -0.53 | 2.46 | -0.33 | 3.52 |
| Standard Deviation(%) | NA | 7.43 | 6.70 | 5.97 | 4.62 | NA | NA | … | … | 6.34 | 7.71 | 7.72 | 3.27 | 5.61 | 3.29 | 2.72 | 2.64 | 2.85 | 2.93 | 1.89 | 2.76 | 2.16 |
| Draw Down(%) | NA | 7.06 | 20.47 | 20.47 | 20.47 | NA | NA | … | … | 2.41 | 7.61 | 19.39 | 3.64 | 10.04 | 2.09 | 3.14 | 1.40 | 3.93 | 3.74 | 1.22 | 4.87 | 0.99 |
| Yield(%) | 0.00 | 4.45 | 4.01 | 3.98 | 3.32 | 2.57 | 1.93 | … | … | 0.56 | 4.26 | 3.08 | 5.31 | 3.88 | 2.90 | 2.62 | 2.58 | 2.70 | 2.90 | 3.69 | 3.35 | 2.03 |
Data as of 02/26/2024, Common starting date is 07/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTMRX (MAINSTAY TOTAL RETURN BOND FUND CLASS R1) |
-5.38%
Oct 2020 – Oct 2023 |
-0.73%
Oct 2017 – Oct 2022 |
0.74%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTMRX (MAINSTAY TOTAL RETURN BOND FUND CLASS R1) |
6.61%
Oct 2018 – Oct 2021 |
5.26%
Dec 2015 – Dec 2020 |
1.90%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart