Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MASAX (MAINSTAY UNCONSTRAINED BOND FUND CLASS A) | 0.74% | 5.69% | 7.06% | 3.29% | 3.80% | 3.59% | 4.41% | … | … |
Data as of 06/03/2026, Common starting date is 03/25/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MASAX (MAINSTAY UNCONSTRAINED BOND FUND CLASS A) | 03/25/1997 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.46 | 5.69 | 7.06 | 3.29 | 3.80 | 3.59 | 4.41 | … | … | 0.74 | 8.13 | 6.23 | 9.60 | -7.79 | 1.93 | 6.19 | 6.56 | -1.93 | 4.80 | 8.01 | -3.78 | 1.11 | 3.88 | 13.84 | 1.38 | 10.75 | 27.25 | -13.17 | 4.60 | 7.52 | 0.87 | 7.49 | 19.94 | 4.76 | 6.58 | -1.61 | 2.28 | 4.71 | 7.79 |
| Sharpe Ratio | NA | 1.31 | 1.13 | 0.23 | 0.60 | NA | NA | … | … | -0.04 | 1.85 | 0.61 | 1.35 | -2.26 | 0.54 | 0.92 | 4.46 | -2.96 | 4.22 | 2.21 | -1.26 | 0.41 | 1.61 | 6.23 | 0.22 | 3.18 | 7.24 | -2.64 | 0.59 | 1.49 | -0.31 | 1.92 | 6.64 | 0.98 | 1.29 | -1.61 | -0.41 | 0.42 | 2.82 |
| Standard Deviation(%) | NA | 2.55 | 3.71 | 3.67 | 3.58 | NA | NA | … | … | 2.73 | 2.85 | 4.24 | 4.45 | 4.10 | 3.51 | 6.47 | 1.14 | 1.13 | 0.99 | 3.52 | 3.02 | 2.66 | 2.39 | 2.23 | 6.06 | 3.36 | 3.75 | 5.33 | 2.48 | 2.77 | 4.43 | 3.39 | 2.89 | 3.68 | 3.26 | 3.63 | 2.68 | 2.93 | 2.31 |
| Draw Down(%) | NA | 2.03 | 2.90 | 11.67 | 13.76 | NA | NA | … | … | 2.03 | 2.18 | 2.79 | 2.90 | 11.27 | 3.10 | 13.76 | 0.34 | 2.31 | 0.45 | 4.55 | 6.78 | 4.86 | 4.21 | 2.45 | 8.00 | 4.46 | 3.09 | 18.73 | 2.51 | 2.04 | 3.12 | 4.35 | 3.11 | 6.84 | 2.78 | 4.30 | 2.81 | 4.28 | 0.96 |
| Yield(%) | 0.00 | 4.81 | 5.12 | 3.88 | 3.58 | 3.65 | 4.28 | … | … | 1.76 | 5.15 | 5.30 | 4.53 | 2.82 | 2.03 | 2.38 | 2.84 | 3.17 | 2.80 | 4.42 | 3.38 | 3.51 | 4.00 | 5.28 | 4.84 | 6.14 | 6.16 | 7.51 | 5.47 | 4.90 | 4.97 | 4.79 | 6.96 | 7.52 | 8.21 | 7.49 | 7.46 | 6.99 | 7.46 |
Data as of 06/03/2026, Common starting date is 03/25/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MASAX (MAINSTAY UNCONSTRAINED BOND FUND CLASS A) |
-1.80%
Nov 2005 – Nov 2008 |
0.35%
Oct 2017 – Oct 2022 |
1.68%
Oct 2012 – Oct 2022 |
3.32%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MASAX (MAINSTAY UNCONSTRAINED BOND FUND CLASS A) |
14.61%
Feb 2009 – Feb 2012 |
11.80%
Nov 2008 – Nov 2013 |
7.98%
Oct 2002 – Oct 2012 |
6.36%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart