Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MYTBX (MAINSTAY TAX ADVANTAGED SHORT TERM BOND FUND INVESTOR CLASS) | 0.62% | 3.35% | 3.09% | 1.07% | 1.04% | 0.77% | NA | … | … |
Data as of 06/09/2026, Common starting date is 03/03/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MYTBX (MAINSTAY TAX ADVANTAGED SHORT TERM BOND FUND INVESTOR CLASS) | 03/03/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.35 | 3.09 | 1.07 | 1.04 | 0.77 | NA | … | … | 0.62 | 4.04 | 2.06 | 3.45 | -4.13 | -0.12 | 2.02 | 1.77 | 1.03 | 0.61 | 0.06 | 0.53 | -0.15 | -0.56 | 1.00 | 0.73 | 1.28 | 1.97 | 3.42 |
| Sharpe Ratio | NA | 0.44 | -0.12 | -0.89 | -0.42 | NA | NA | … | … | -0.92 | 0.58 | -0.98 | -0.12 | -3.35 | -0.19 | 0.75 | 0.40 | -0.62 | -0.07 | -0.19 | 0.56 | -0.18 | -0.72 | 1.41 | 0.46 | 0.56 | 0.90 | 1.14 |
| Standard Deviation(%) | NA | 1.33 | 1.75 | 1.64 | 1.46 | NA | NA | … | … | 1.42 | 2.02 | 1.60 | 1.71 | 1.67 | 0.79 | 2.35 | 0.75 | 0.56 | 0.70 | 0.80 | 0.90 | 0.89 | 0.82 | 0.67 | 1.52 | 2.12 | 2.08 | 2.89 |
| Draw Down(%) | NA | 1.48 | 1.82 | 6.21 | 6.21 | NA | NA | … | … | 1.48 | 1.82 | 1.03 | 1.53 | 5.60 | 0.71 | 3.91 | 0.43 | 0.23 | 0.71 | 1.11 | 0.42 | 0.72 | 1.03 | 0.33 | 0.90 | 2.31 | 1.03 | 2.39 |
| Yield(%) | 0.00 | 2.46 | 2.66 | 1.88 | 1.31 | 1.02 | 1.03 | … | … | 0.83 | 2.80 | 2.78 | 2.51 | 0.79 | 0.28 | 0.87 | 1.03 | 0.72 | 0.61 | 0.27 | 0.22 | 0.17 | 0.37 | 0.79 | 1.25 | 0.87 | 1.98 | 1.47 |
Data as of 06/09/2026, Common starting date is 03/03/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MYTBX (MAINSTAY TAX ADVANTAGED SHORT TERM BOND FUND INVESTOR CLASS) |
-1.23%
Sep 2020 – Sep 2023 |
-0.26%
Sep 2017 – Sep 2022 |
-0.06%
Oct 2012 – Oct 2022 |
0.51%
May 2009 – May 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MYTBX (MAINSTAY TAX ADVANTAGED SHORT TERM BOND FUND INVESTOR CLASS) |
3.53%
Oct 2022 – Oct 2025 |
1.90%
May 2008 – May 2013 |
1.13%
Feb 2016 – Feb 2026 |
0.88%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart