Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCINX (MAINSTAY CONVERTIBLE FUND INVESTOR CLASS) | 20.32% | 34.39% | 16.71% | 3.56% | 8.37% | 7.59% | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/28/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCINX (MAINSTAY CONVERTIBLE FUND INVESTOR CLASS) | 02/28/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.88 | 34.39 | 16.71 | 3.56 | 8.37 | 7.59 | NA | … | … | 20.32 | 15.17 | 7.39 | 9.10 | -14.60 | -10.51 | 26.54 | 21.92 | -2.79 | 10.69 | 11.19 | -1.40 | 7.26 | 25.06 | 9.03 | -5.45 | 17.67 | 42.41 | -31.87 |
| Sharpe Ratio | NA | 2.87 | 1.38 | 0.04 | 0.47 | NA | NA | … | … | 3.58 | 1.16 | 0.51 | 0.62 | -0.98 | -0.45 | 1.17 | 2.07 | -0.34 | 1.59 | 1.00 | -0.14 | 0.72 | 2.88 | 0.95 | -0.31 | 1.35 | 2.92 | -1.38 |
| Standard Deviation(%) | NA | 10.85 | 9.75 | 14.44 | 14.13 | NA | NA | … | … | 13.81 | 10.64 | 7.45 | 8.83 | 16.48 | 23.54 | 22.39 | 9.87 | 12.27 | 6.36 | 10.94 | 10.00 | 10.08 | 8.68 | 9.55 | 17.49 | 13.02 | 14.51 | 26.96 |
| Draw Down(%) | NA | 6.17 | 10.85 | 33.76 | 33.76 | NA | NA | … | … | 6.17 | 10.41 | 4.40 | 8.10 | 16.75 | 22.72 | 25.72 | 6.16 | 15.08 | 3.65 | 11.05 | 11.28 | 8.94 | 4.44 | 9.26 | 21.82 | 11.73 | 10.10 | 42.91 |
| Yield(%) | 0.00 | 8.50 | 6.09 | 3.02 | 4.41 | 5.09 | 4.54 | … | … | 0.00 | 8.98 | 4.82 | 4.19 | 0.78 | 0.87 | 0.60 | 2.85 | 5.82 | 7.36 | 3.37 | 7.44 | 10.95 | 5.62 | 6.58 | 6.64 | 2.19 | 3.65 | 0.91 |
Data as of 06/03/2026, Common starting date is 02/28/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCINX (MAINSTAY CONVERTIBLE FUND INVESTOR CLASS) |
-7.79%
Apr 2021 – Apr 2024 |
0.42%
Nov 2020 – Nov 2025 |
4.41%
Oct 2013 – Oct 2023 |
5.30%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCINX (MAINSTAY CONVERTIBLE FUND INVESTOR CLASS) |
20.73%
Feb 2009 – Feb 2012 |
17.96%
Feb 2009 – Feb 2014 |
12.08%
Feb 2009 – Feb 2019 |
8.92%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart