Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MXFMX (MainStay Floating Rate Fund Simple Class) | 0.04% | 3.26% | 6.65% | 4.66% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 09/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MXFMX (MainStay Floating Rate Fund Simple Class) | 09/01/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.23 | 3.26 | 6.65 | 4.66 | NA | NA | NA | … | … | 0.04 | 4.81 | 8.14 | 11.67 | -1.90 | 2.89 | 3.52 |
| Sharpe Ratio | NA | 0.32 | 1.43 | 0.83 | NA | NA | NA | … | … | -0.97 | 0.74 | 1.89 | 2.92 | -1.02 | 2.63 | 5.14 |
| Standard Deviation(%) | NA | 2.28 | 2.49 | 2.60 | NA | NA | NA | … | … | 2.20 | 2.61 | 2.39 | 2.77 | 3.28 | 1.09 | 2.11 |
| Draw Down(%) | NA | 1.81 | 2.62 | 6.58 | NA | NA | NA | … | … | 1.81 | 2.62 | 0.79 | 1.71 | 6.58 | 0.55 | 0.78 |
| Yield(%) | 0.00 | 6.01 | 7.14 | 5.70 | 3.13 | 2.09 | 1.56 | … | … | 1.98 | 6.75 | 7.68 | 7.94 | 3.75 | 2.30 | 0.88 |
Data as of 06/09/2026, Common starting date is 09/01/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXFMX (MainStay Floating Rate Fund Simple Class) |
3.90%
Nov 2020 – Nov 2023 |
4.50%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXFMX (MainStay Floating Rate Fund Simple Class) |
8.91%
Sep 2022 – Sep 2025 |
5.47%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart