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MDHCX: MAINSTAY SHORT DURATION HIGH YIELD FUND CLASS C (MUTUAL FUND)
Basic Info 9.51 0.01(0.11%) July 10
| Asset Class: | High Yield Bond |
| MyPlanIQ Rating: | (37%) |
| Start Date: | 12/18/2012 |
| Last Dividend Date: | 05/30/2025 |
| 12-Mo. Yield | 4.81% |
| Expenses | 1.12% |
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Performance Analytics (As of 07/09/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 12/18/2012 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.1 | 2.4 | 5.0 | 6.7 | 4.6 | 3.6 | 3.0 | 5.8 | 8.9 | -3.6 | 3.6 | 2.5 | 8.2 | -1.0 | 3.5 | 9.7 | -0.5 | -1.3 | 1.3 | -0.4 |
| Sharpe Ratio | NA | 0.65 | 0.9 | 1.32 | 1.01 | 0.61 | 0.59 | -0.5 | 1.85 | -1.29 | 2.49 | 0.26 | 4.06 | -1.43 | 2.47 | 3.11 | -0.26 | -0.65 | 0.62 | -6.99 |
| Draw Down(%) | NA | 2.7 | 2.7 | 3.6 | 6.7 | 18.1 | 18.1 | 0.7 | 1.7 | 6.6 | 1.1 | 18.1 | 0.6 | 2.9 | 0.9 | 3.4 | 4.4 | 4.0 | 2.9 | 0.5 |
| Standard Deviation(%) | NA | 2.9 | 2.4 | 2.6 | 2.6 | 3.5 | 3.3 | 1.7 | 2.6 | 3.8 | 1.4 | 8.6 | 1.7 | 1.6 | 1.2 | 3.1 | 2.2 | 2.0 | 2.0 | 1.7 |
| Treynor Ratio | NA | 0.03 | 0.04 | 0.08 | 0.06 | 0.04 | 0.04 | -0.02 | 0.12 | -0.11 | 0.11 | 0.03 | 0.2 | -0.08 | 0.15 | 0.18 | -0.01 | -0.04 | 0.05 | -3.63 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | -0.01 | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | -0.01 | 0.0 | -0.05 |
| Beta | NA | 0.6 | 0.5 | 0.42 | 0.44 | 0.56 | 0.53 | 0.35 | 0.39 | 0.47 | 0.34 | 0.77 | 0.34 | 0.3 | 0.2 | 0.52 | 0.43 | 0.32 | 0.25 | 0.03 |
| RSquared | NA | 0.59 | 0.5 | 0.69 | 0.68 | 0.74 | 0.69 | 0.45 | 0.76 | 0.83 | 0.31 | 0.93 | 0.48 | 0.48 | 0.24 | 0.72 | 0.58 | 0.3 | 0.16 | 0.0 |
| Yield(%) | N/A | 2.2 | 4.8 | 4.9 | 4.2 | 3.8 | N/A | 5.3 | 5.0 | 3.3 | 3.1 | 3.9 | 3.8 | 3.4 | 3.3 | 4.4 | 3.9 | 1.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -58.1 | -7.7 | 32.1 | 7.6 | N/A | N/A | 10.3 | 41.6 | 7.7 | -22.0 | 6.4 | 5.9 | 4.9 | -22.7 | 8.8 | 292.9 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/18/2012
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