Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCOAX (MAINSTAY CONVERTIBLE FUND CLASS A) | 20.37% | 34.62% | 16.96% | 8.64% | 11.81% | 9.91% | 9.23% | … | … |
Data as of 06/03/2026, Common starting date is 03/30/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCOAX (MAINSTAY CONVERTIBLE FUND CLASS A) | 03/30/1995 | 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 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.88 | 34.62 | 16.96 | 8.64 | 11.81 | 9.91 | 9.23 | … | … | 20.37 | 15.45 | 7.66 | 9.34 | -12.30 | 10.03 | 35.02 | 22.14 | -2.64 | 10.84 | 11.45 | -1.23 | 7.34 | 25.45 | 9.30 | -5.31 | 17.84 | 42.78 | -33.69 | 14.75 | 9.76 | 7.50 | 5.67 | 22.40 | -8.87 | -3.97 | 7.33 | 33.40 | 1.71 | 11.42 | 12.03 | 9.96 |
| Sharpe Ratio | NA | 2.90 | 1.41 | 0.50 | 0.80 | NA | NA | … | … | 3.61 | 1.18 | 0.54 | 0.65 | -0.86 | 0.78 | 1.60 | 2.09 | -0.33 | 1.61 | 1.03 | -0.13 | 0.72 | 2.96 | 0.98 | -0.31 | 1.37 | 2.93 | -1.36 | 1.02 | 0.69 | 0.68 | 0.61 | 2.66 | -0.81 | -0.52 | 0.19 | 3.29 | -0.25 | 1.15 | 1.89 | 2.09 |
| Standard Deviation(%) | NA | 10.84 | 9.76 | 11.31 | 12.49 | NA | NA | … | … | 13.76 | 10.66 | 7.48 | 8.80 | 16.10 | 12.77 | 21.60 | 9.88 | 12.27 | 6.33 | 10.95 | 9.95 | 10.10 | 8.58 | 9.55 | 17.47 | 12.98 | 14.57 | 25.37 | 11.46 | 9.23 | 7.71 | 7.63 | 8.14 | 12.34 | 12.57 | 16.50 | 9.13 | 7.00 | 6.70 | 4.39 | 4.54 |
| Draw Down(%) | NA | 6.16 | 10.73 | 18.68 | 25.76 | NA | NA | … | … | 6.16 | 10.35 | 4.39 | 8.00 | 16.71 | 7.58 | 25.76 | 6.11 | 15.06 | 3.65 | 10.99 | 11.18 | 8.95 | 4.44 | 9.21 | 21.71 | 11.63 | 10.01 | 42.88 | 8.45 | 8.53 | 6.06 | 7.91 | 4.97 | 17.31 | 17.41 | 12.52 | 5.14 | 16.04 | 6.25 | 4.97 | 3.01 |
| Yield(%) | 0.00 | 8.69 | 6.32 | 7.30 | 8.77 | 7.84 | 7.90 | … | … | 0.00 | 9.24 | 5.09 | 4.42 | 3.14 | 20.68 | 8.56 | 3.06 | 5.98 | 7.53 | 3.53 | 7.59 | 11.14 | 5.87 | 6.81 | 6.83 | 2.43 | 3.89 | 1.27 | 10.03 | 1.56 | 1.85 | 1.26 | 1.89 | 2.14 | 2.92 | 21.16 | 16.44 | 8.92 | 13.21 | 9.25 | 4.31 |
Data as of 06/03/2026, Common starting date is 03/30/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCOAX (MAINSTAY CONVERTIBLE FUND CLASS A) |
-7.41%
Feb 2006 – Feb 2009 |
-1.96%
Feb 2004 – Feb 2009 |
3.01%
Aug 2000 – Aug 2010 |
5.08%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCOAX (MAINSTAY CONVERTIBLE FUND CLASS A) |
21.97%
Dec 2018 – Dec 2021 |
18.21%
Feb 2009 – Feb 2014 |
12.87%
Sep 2011 – Sep 2021 |
11.28%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart