Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCSDX (MainStay WMC Enduring Capital Fund Class R6) | 1.45% | -3.59% | 9.02% | 5.82% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/29/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCSDX (MainStay WMC Enduring Capital Fund Class R6) | 04/29/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.40 | -3.59 | 9.02 | 5.82 | NA | NA | NA | … | … | 1.45 | -0.32 | 10.92 | 18.01 | -12.89 | 16.59 |
| Sharpe Ratio | NA | -0.58 | 0.41 | 0.19 | NA | NA | NA | … | … | -0.22 | -0.20 | 0.60 | 1.04 | -0.65 | 2.04 |
| Standard Deviation(%) | NA | 12.67 | 13.83 | 15.83 | NA | NA | NA | … | … | 14.14 | 15.99 | 12.20 | 13.86 | 22.12 | 12.40 |
| Draw Down(%) | NA | 11.29 | 14.35 | 21.16 | NA | NA | NA | … | … | 10.63 | 10.79 | 9.65 | 10.30 | 21.16 | 5.93 |
| Yield(%) | 0.00 | 4.01 | 2.37 | 3.90 | 1.98 | 1.32 | 0.99 | … | … | 0.00 | 4.24 | 0.64 | 1.10 | 3.66 | 9.46 |
Data as of 06/04/2026, Common starting date is 04/29/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCSDX (MainStay WMC Enduring Capital Fund Class R6) |
4.47%
Dec 2021 – Dec 2024 |
5.52%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCSDX (MainStay WMC Enduring Capital Fund Class R6) |
13.12%
Jun 2022 – Jun 2025 |
5.52%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart