Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTRAX (MAINSTAY INCOME BUILDER FUND CLASS A) | 11.97% | 22.52% | 15.56% | 5.89% | 7.05% | 7.44% | 6.62% | … | … |
Data as of 06/08/2026, Common starting date is 03/30/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTRAX (MAINSTAY INCOME BUILDER FUND CLASS A) | 03/30/1995 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.25 | 22.52 | 15.56 | 5.89 | 7.05 | 7.44 | 6.62 | … | … | 11.97 | 16.67 | 11.11 | 9.73 | -13.57 | 4.30 | 7.20 | 18.13 | -5.64 | 12.16 | 9.13 | -3.74 | 7.71 | 18.41 | 14.58 | 3.56 | 14.30 | 22.47 | -26.94 | 6.70 | 9.15 | 6.06 | 6.45 | 19.05 | -17.75 | -11.91 | -4.63 | 16.46 | 26.93 | 18.24 | 13.23 | 19.67 |
| Sharpe Ratio | NA | 2.35 | 1.34 | 0.31 | 0.53 | NA | NA | … | … | 2.65 | 1.37 | 0.88 | 0.71 | -1.01 | 0.43 | 0.39 | 3.37 | -0.98 | 2.21 | 1.02 | -0.38 | 1.10 | 2.59 | 1.85 | 0.26 | 0.81 | 1.83 | -1.31 | 0.33 | 0.75 | 0.46 | 0.63 | 1.74 | -1.34 | -1.05 | -0.44 | 0.88 | 1.55 | 1.14 | 0.90 | 2.39 |
| Standard Deviation(%) | NA | 8.64 | 9.43 | 10.71 | 10.36 | NA | NA | … | … | 10.46 | 10.13 | 8.50 | 8.62 | 14.89 | 9.87 | 17.87 | 4.94 | 7.18 | 5.21 | 8.71 | 9.83 | 6.99 | 7.09 | 7.91 | 13.33 | 17.59 | 12.21 | 21.30 | 10.66 | 7.67 | 8.18 | 8.62 | 10.54 | 14.09 | 13.87 | 20.09 | 14.90 | 15.14 | 12.74 | 10.51 | 9.60 |
| Draw Down(%) | NA | 6.66 | 9.84 | 25.57 | 25.57 | NA | NA | … | … | 6.66 | 9.84 | 4.80 | 9.10 | 21.68 | 7.91 | 24.41 | 2.19 | 9.84 | 2.58 | 6.25 | 10.48 | 5.93 | 6.95 | 6.10 | 12.36 | 10.76 | 11.69 | 34.30 | 6.88 | 6.33 | 5.29 | 8.17 | 7.09 | 21.73 | 24.20 | 15.64 | 9.64 | 16.54 | 9.26 | 9.03 | 4.20 |
| Yield(%) | 0.00 | 2.86 | 3.38 | 2.50 | 3.84 | 5.01 | 4.87 | … | … | 1.51 | 2.77 | 3.29 | 3.05 | 2.11 | 2.52 | 2.32 | 7.40 | 4.26 | 5.38 | 3.41 | 6.48 | 8.23 | 6.93 | 4.19 | 4.13 | 4.16 | 3.05 | 1.94 | 14.12 | 9.96 | 5.29 | 2.84 | 1.30 | 1.51 | 2.59 | 14.26 | 7.06 | 10.07 | 11.25 | 4.74 | 2.67 |
Data as of 06/08/2026, Common starting date is 03/30/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTRAX (MAINSTAY INCOME BUILDER FUND CLASS A) |
-13.13%
Mar 2000 – Mar 2003 |
-3.66%
Mar 2000 – Mar 2005 |
-1.66%
Feb 1999 – Feb 2009 |
2.65%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTRAX (MAINSTAY INCOME BUILDER FUND CLASS A) |
23.29%
Mar 1997 – Mar 2000 |
18.99%
Apr 1995 – Apr 2000 |
10.36%
Feb 2009 – Feb 2019 |
8.11%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart