Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MASBX (MAINSTAY UNCONSTRAINED BOND FUND CLASS B) | NA | 6.10% | -0.15% | 1.71% | 1.37% | 4.19% | 3.19% | … | … |
Data as of 02/21/2024, Common starting date is 04/24/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MASBX (MAINSTAY UNCONSTRAINED BOND FUND CLASS B) | 04/24/1997 | 02/21/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 0.00 | 6.10 | -0.15 | 1.71 | 1.37 | 4.19 | 3.19 | … | … | -0.25 | 8.51 | -8.58 | 1.00 | 5.21 | 5.77 | -2.59 | 3.91 | 7.21 | -4.55 | 0.36 | 2.95 | 12.85 | 0.45 | 9.66 | 26.19 | -13.85 | 3.83 | 6.70 | 0.13 | 6.68 | 19.15 | 4.00 | 5.77 | -2.30 | 1.54 | 4.01 | 7.18 |
| Sharpe Ratio | NA | 0.40 | -0.61 | 0.05 | 0.11 | NA | NA | … | … | -1.20 | 0.99 | -2.40 | 0.64 | 0.75 | 4.26 | -3.28 | 2.94 | 2.01 | -1.55 | 0.13 | 1.22 | 5.62 | 0.07 | 2.86 | 7.08 | -2.78 | 0.33 | 1.23 | -0.47 | 1.72 | 6.46 | 0.79 | 1.03 | -1.75 | -0.62 | 0.24 | 2.89 |
| Standard Deviation(%) | NA | 4.35 | 3.72 | 4.15 | 3.42 | NA | NA | … | … | 4.57 | 4.35 | 4.17 | 1.52 | 6.59 | 1.02 | 1.19 | 1.12 | 3.49 | 2.96 | 2.65 | 2.38 | 2.30 | 6.06 | 3.35 | 3.69 | 5.28 | 2.55 | 2.81 | 4.35 | 3.34 | 2.86 | 3.64 | 3.40 | 3.65 | 2.72 | 2.84 | 2.45 |
| Draw Down(%) | NA | 3.02 | 12.51 | 13.79 | 13.79 | NA | NA | … | … | 1.88 | 3.02 | 11.83 | 1.45 | 13.79 | 0.35 | 2.82 | 0.57 | 4.63 | 7.22 | 5.04 | 4.30 | 2.54 | 8.40 | 4.45 | 3.23 | 19.05 | 2.69 | 2.30 | 3.34 | 4.48 | 3.23 | 7.03 | 2.87 | 4.56 | 3.04 | 4.36 | 0.98 |
| Yield(%) | 0.00 | 3.64 | 2.15 | 2.09 | 2.23 | 3.64 | 3.34 | … | … | 0.34 | 3.61 | 1.98 | 1.11 | 1.57 | 2.05 | 2.42 | 2.03 | 3.65 | 2.63 | 2.78 | 3.21 | 4.34 | 3.94 | 5.22 | 5.18 | 6.73 | 4.74 | 4.13 | 4.26 | 4.14 | 6.22 | 6.82 | 7.56 | 6.82 | 6.75 | 6.34 | 6.89 |
Data as of 02/21/2024, Common starting date is 04/24/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MASBX (MAINSTAY UNCONSTRAINED BOND FUND CLASS B) |
-2.54%
Nov 2005 – Nov 2008 |
-0.49%
Oct 2017 – Oct 2022 |
0.87%
Oct 2012 – Oct 2022 |
2.46%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MASBX (MAINSTAY UNCONSTRAINED BOND FUND CLASS B) |
13.52%
Feb 2009 – Feb 2012 |
10.79%
Nov 2008 – Nov 2013 |
7.11%
Oct 2002 – Oct 2012 |
5.51%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart