Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCNVX (MAINSTAY CONVERTIBLE FUND CLASS I) | 20.50% | 34.61% | 17.33% | 3.99% | 8.83% | 8.19% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/01/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCNVX (MAINSTAY CONVERTIBLE FUND CLASS I) | 12/01/2008 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.66 | 34.61 | 17.33 | 3.99 | 8.83 | 8.19 | NA | … | … | 20.50 | 15.82 | 8.46 | 9.26 | -14.15 | -10.02 | 27.25 | 22.61 | -2.29 | 11.24 | 11.28 | -0.99 | 7.65 | 25.69 | 9.54 | -5.00 | 18.21 | 43.06 | 10.60 |
| Sharpe Ratio | NA | 2.94 | 1.44 | 0.08 | 0.50 | NA | NA | … | … | 3.61 | 1.23 | 0.65 | 0.64 | -0.95 | -0.43 | 1.20 | 2.15 | -0.30 | 1.67 | 1.01 | -0.10 | 0.76 | 2.96 | 1.00 | -0.29 | 1.40 | 2.97 | 14.52 |
| Standard Deviation(%) | NA | 10.78 | 9.73 | 14.42 | 14.12 | NA | NA | … | … | 13.73 | 10.59 | 7.47 | 8.82 | 16.50 | 23.51 | 22.39 | 9.85 | 12.29 | 6.35 | 10.96 | 9.90 | 10.08 | 8.68 | 9.56 | 17.43 | 12.98 | 14.48 | 16.19 |
| Draw Down(%) | NA | 6.14 | 10.64 | 33.52 | 33.52 | NA | NA | … | … | 6.14 | 10.34 | 4.43 | 7.94 | 16.54 | 22.63 | 25.75 | 6.06 | 14.93 | 3.64 | 10.97 | 11.10 | 8.87 | 4.44 | 9.14 | 21.65 | 11.61 | 10.00 | 1.29 |
| Yield(%) | 0.00 | 8.87 | 6.62 | 3.41 | 4.95 | 5.66 | 8.15 | … | … | 0.00 | 9.54 | 5.42 | 4.75 | 1.25 | 1.37 | 1.18 | 3.47 | 6.34 | 7.88 | 3.38 | 7.85 | 11.40 | 6.14 | 7.07 | 7.08 | 2.68 | 4.15 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/01/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCNVX (MAINSTAY CONVERTIBLE FUND CLASS I) |
-7.27%
Apr 2021 – Apr 2024 |
0.98%
Nov 2020 – Nov 2025 |
4.90%
Oct 2013 – Oct 2023 |
6.63%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCNVX (MAINSTAY CONVERTIBLE FUND CLASS I) |
21.31%
Feb 2009 – Feb 2012 |
18.51%
Feb 2009 – Feb 2014 |
12.57%
Feb 2009 – Feb 2019 |
9.43%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart