Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCCVX (MAINSTAY CONVERTIBLE FUND CLASS C) | 20.08% | 33.53% | 15.86% | 2.70% | 7.53% | 6.76% | 6.64% | … | … |
Data as of 06/03/2026, Common starting date is 09/29/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCCVX (MAINSTAY CONVERTIBLE FUND CLASS C) | 09/29/1998 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.86 | 33.53 | 15.86 | 2.70 | 7.53 | 6.76 | 6.64 | … | … | 20.08 | 14.29 | 6.63 | 8.23 | -15.30 | -11.38 | 25.54 | 20.93 | -3.44 | 9.81 | 10.41 | -2.16 | 6.43 | 24.14 | 8.17 | -6.11 | 16.73 | 41.33 | -34.23 | 13.95 | 8.91 | 6.64 | 4.92 | 21.47 | -9.50 | -4.75 | 6.51 | 19.91 | -1.36 |
| Sharpe Ratio | NA | 2.80 | 1.29 | -0.02 | 0.32 | NA | NA | … | … | 3.53 | 1.08 | 0.40 | 0.52 | -1.02 | -0.48 | 0.61 | 1.97 | -0.39 | 1.45 | 0.93 | -0.22 | 0.64 | 2.77 | 0.86 | -0.35 | 1.29 | 2.84 | -1.39 | 0.95 | 0.60 | 0.58 | 0.52 | 2.56 | -0.86 | -0.58 | 0.14 | 1.32 | -0.65 |
| Standard Deviation(%) | NA | 10.83 | 9.75 | 14.56 | 18.01 | NA | NA | … | … | 13.79 | 10.65 | 7.46 | 8.80 | 16.49 | 23.90 | 41.55 | 9.90 | 12.28 | 6.33 | 10.96 | 9.96 | 10.08 | 8.69 | 9.55 | 17.43 | 12.92 | 14.53 | 25.31 | 11.41 | 9.17 | 7.55 | 7.64 | 8.11 | 12.38 | 12.55 | 16.41 | 12.50 | 12.74 |
| Draw Down(%) | NA | 6.24 | 11.08 | 34.38 | 39.99 | NA | NA | … | … | 6.24 | 10.51 | 4.47 | 8.26 | 17.12 | 23.08 | 39.99 | 6.28 | 15.27 | 3.67 | 11.10 | 11.44 | 9.04 | 4.56 | 9.42 | 22.08 | 11.82 | 10.26 | 43.14 | 8.51 | 8.59 | 6.26 | 8.14 | 5.06 | 17.80 | 17.82 | 12.70 | 8.54 | 5.53 |
| Yield(%) | 0.00 | 8.20 | 5.56 | 2.64 | 3.81 | 4.50 | 4.73 | … | … | 0.00 | 8.47 | 4.27 | 3.50 | 0.51 | 0.83 | 0.21 | 2.25 | 5.12 | 6.62 | 2.58 | 6.93 | 10.59 | 4.85 | 5.76 | 5.88 | 1.41 | 2.76 | 0.51 | 9.21 | 0.78 | 1.05 | 0.55 | 1.09 | 1.40 | 2.19 | 20.54 | 3.31 | 2.04 |
Data as of 06/03/2026, Common starting date is 09/29/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCCVX (MAINSTAY CONVERTIBLE FUND CLASS C) |
-8.62%
Apr 2021 – Apr 2024 |
-2.71%
Feb 2004 – Feb 2009 |
1.00%
Nov 1998 – Nov 2008 |
4.19%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCCVX (MAINSTAY CONVERTIBLE FUND CLASS C) |
19.84%
Feb 2009 – Feb 2012 |
17.07%
Feb 2009 – Feb 2014 |
11.25%
Feb 2009 – Feb 2019 |
8.25%
Aug 2006 – Aug 2021 |
Annualized Rolling Returns Comparison Chart