Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MCAMX (MainStay MacKay California Tax Free Opportunities Fund Class C2) | -3.27% | -0.68% | 0.88% | NA | NA | NA | NA | -0.73% |
Data as of 06/02/2025, AR inception 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 | 06/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.43 | -0.68 | 0.88 | NA | NA | NA | NA | -0.73 | -3.27 | 2.12 | 6.32 | -11.36 | 1.69 | 2.57 |
| Sharpe Ratio | NA | -0.59 | -0.44 | NA | NA | NA | NA | -0.61 | -1.46 | -0.43 | 0.63 | -2.16 | 0.89 | 4.89 |
| Standard Deviation(%) | NA | 5.41 | 4.95 | NA | NA | NA | NA | 4.38 | 7.14 | 3.48 | 4.26 | 5.93 | 1.86 | 1.61 |
| Draw Down(%) | NA | 6.54 | 8.96 | NA | NA | NA | NA | 17.56 | 5.81 | 2.42 | 6.64 | 17.15 | 2.51 | 0.75 |
| Yield(%) | 0.00 | 2.81 | 2.86 | 2.21 | 1.10 | 0.74 | 0.55 | 2.76 | 0.97 | 3.09 | 3.11 | 2.10 | 1.73 | 0.70 |
Data as of 06/02/2025, AR inception 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 |
0.00%
NA |
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) |
1.97%
Apr 2022 - Apr 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart