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MSTIX: MainStay Short-Term Bond I (MUTUAL FUND)
Basic Info 9.29 0(0.0%) March 31
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 06/21/1996 |
| Last Dividend Date: | 02/28/2023 |
| 12-Mo. Yield | 0.85% |
| Expenses | 0.68% |
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Performance Analytics (As of 03/30/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 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 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.0 | 1.3 | 1.6 | -30.0 | -18.7 | -9.5 | -5.7 | -1.3 | -2.3 | -66.4 | 2.6 | 2.7 | 1.8 | 1.2 | 0.7 | 1.2 | 0.4 | 0.1 | 1.4 | 1.5 | 1.9 | 2.5 | 6.5 | 6.6 | 3.9 | 1.4 | 0.5 | 1.6 | 3.8 | 7.9 | 8.1 | 2.4 | 6.4 | 6.1 | 4.8 | 10.3 | 0.1 | 4.6 | 5.5 | 0.0 |
| SR | NA | -0.14 | -0.68 | -0.48 | -0.4 | -0.29 | NA | -0.1 | -2.03 | -0.6 | 1.0 | 1.46 | 0.76 | 0.6 | 0.66 | 1.37 | 0.41 | 0.06 | 1.84 | 0.94 | 0.88 | 1.17 | 1.96 | 2.07 | 0.57 | -0.59 | -0.24 | 0.51 | 1.36 | 2.57 | 2.85 | -0.57 | 1.87 | 1.36 | 0.67 | 3.28 | -1.5 | 1.58 | 1.48 | NA |
| DD(%) | NA | 1.3 | 2.9 | 68.0 | 68.0 | 68.0 | NA | 68.0 | 4.4 | 66.8 | 3.9 | 0.4 | 0.2 | 0.6 | 0.9 | 0.3 | 0.6 | 0.8 | 0.3 | 0.8 | 2.2 | 1.0 | 1.9 | 0.5 | 0.3 | 0.7 | 1.9 | 1.3 | 1.3 | 1.1 | 0.7 | 0.6 | 0.9 | 0.9 | 1.3 | 0.8 | 2.1 | 0.8 | 1.0 | 0.0 |
| SD(%) | NA | 1.7 | 1.9 | 63.5 | 49.2 | 34.8 | NA | 19.7 | 1.8 | 110.1 | 2.3 | 0.9 | 0.6 | 1.0 | 0.8 | 0.8 | 1.0 | 0.8 | 0.8 | 1.5 | 2.1 | 2.1 | 2.8 | 1.8 | 1.1 | 1.2 | 1.8 | 1.8 | 2.0 | 2.2 | 1.4 | 1.5 | 1.6 | 1.9 | 1.9 | 2.0 | 1.9 | 1.6 | 2.1 | 0.0 |
| TR | NA | -0.01 | -0.05 | -0.54 | -0.38 | -0.22 | NA | -0.05 | -0.14 | -0.21 | 0.04 | 0.05 | 0.02 | 0.02 | 0.02 | 0.05 | 0.01 | 0.0 | 0.07 | 0.03 | 0.04 | 0.05 | 0.13 | 0.07 | 0.02 | -0.02 | -0.01 | 0.02 | 0.07 | 0.13 | 0.15 | -0.02 | 0.09 | 0.11 | 0.03 | 0.13 | -0.06 | 0.1 | 0.1 | 1.0 |
| Alpha(%) | NA | -0.01 | 0.0 | -0.09 | -0.05 | -0.03 | NA | -0.01 | -0.01 | -0.26 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.02 | 0.03 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | -0.01 | 0.0 | 0.01 | NA |
| Beta(%) | NA | 0.25 | 0.27 | 0.56 | 0.52 | 0.47 | NA | 0.43 | 0.26 | 3.16 | 0.53 | 0.28 | 0.22 | 0.32 | 0.27 | 0.24 | 0.41 | 0.3 | 0.19 | 0.53 | 0.49 | 0.5 | 0.43 | 0.5 | 0.32 | 0.44 | 0.65 | 0.53 | 0.4 | 0.44 | 0.27 | 0.34 | 0.32 | 0.23 | 0.48 | 0.48 | 0.48 | 0.25 | 0.32 | NA |
| RS | NA | 0.41 | 0.33 | 0.0 | 0.0 | 0.0 | NA | 0.01 | 0.29 | 0.0 | 0.43 | 0.31 | 0.22 | 0.19 | 0.31 | 0.23 | 0.31 | 0.25 | 0.1 | 0.28 | 0.21 | 0.47 | 0.37 | 0.5 | 0.26 | 0.32 | 0.55 | 0.42 | 0.31 | 0.42 | 0.23 | 0.35 | 0.31 | 0.09 | 0.54 | 0.46 | 0.49 | 0.15 | 0.24 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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