Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCAMX (MainStay MacKay California Tax Free Opportunities Fund Class C2) | 1.36% | 6.32% | 3.22% | -0.07% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCAMX (MainStay MacKay California Tax Free Opportunities Fund Class C2) | 09/01/2020 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.42 | 6.32 | 3.22 | -0.07 | NA | NA | NA | … | … | 1.36 | 1.84 | 2.12 | 6.32 | -11.36 | 1.69 | 2.57 |
| Sharpe Ratio | NA | 1.34 | 0.09 | -0.60 | NA | NA | NA | … | … | 0.11 | -0.21 | -0.43 | 0.63 | -2.16 | 0.89 | 4.89 |
| Standard Deviation(%) | NA | 2.60 | 4.19 | 4.36 | NA | NA | NA | … | … | 3.10 | 4.87 | 3.48 | 4.26 | 5.93 | 1.86 | 1.61 |
| Draw Down(%) | NA | 2.97 | 6.54 | 17.56 | NA | NA | NA | … | … | 2.97 | 5.81 | 2.42 | 6.64 | 17.15 | 2.51 | 0.75 |
| Yield(%) | 0.00 | 2.70 | 2.96 | 2.37 | 1.36 | 0.91 | 0.68 | … | … | 0.94 | 2.88 | 3.11 | 3.11 | 2.10 | 1.73 | 0.70 |
Data as of 06/04/2026, Common starting date is 09/01/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCAMX (MainStay MacKay California Tax Free Opportunities Fund Class C2) |
-3.50%
Oct 2020 – Oct 2023 |
-0.08%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCAMX (MainStay MacKay California Tax Free Opportunities Fund Class C2) |
5.36%
Oct 2022 – Oct 2025 |
0.59%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart