Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCTRX (MAINSTAY INCOME BUILDER FUND CLASS C) | 12.85% | 23.61% | 15.13% | 5.23% | 6.16% | 6.35% | 5.59% | … | … |
Data as of 06/03/2026, Common starting date is 09/29/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCTRX (MAINSTAY INCOME BUILDER 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 (%) | 1.25 | 23.61 | 15.13 | 5.23 | 6.16 | 6.35 | 5.59 | … | … | 12.85 | 15.47 | 9.98 | 8.62 | -14.37 | 3.34 | 6.16 | 17.10 | -6.45 | 10.00 | 8.20 | -4.59 | 6.69 | 17.21 | 13.29 | 2.46 | 13.06 | 21.17 | -27.54 | 6.02 | 8.27 | 5.25 | 5.64 | 18.19 | -18.37 | -12.60 | -5.24 | 9.73 | 7.15 |
| Sharpe Ratio | NA | 2.55 | 1.31 | 0.25 | 0.44 | NA | NA | … | … | 3.05 | 1.25 | 0.75 | 0.58 | -1.07 | 0.36 | 0.33 | 3.13 | -1.09 | 1.83 | 0.91 | -0.47 | 0.96 | 2.42 | 1.69 | 0.18 | 0.74 | 1.72 | -1.33 | 0.27 | 0.63 | 0.36 | 0.57 | 1.65 | -1.40 | -1.10 | -0.48 | 0.40 | 1.25 |
| Standard Deviation(%) | NA | 8.37 | 9.36 | 10.67 | 10.27 | NA | NA | … | … | 10.17 | 10.10 | 8.45 | 8.66 | 14.86 | 9.23 | 17.86 | 4.99 | 7.19 | 5.14 | 8.76 | 9.83 | 6.97 | 7.10 | 7.90 | 13.29 | 17.58 | 12.23 | 21.34 | 10.63 | 7.68 | 8.21 | 8.16 | 10.58 | 13.97 | 13.85 | 19.69 | 15.77 | 22.02 |
| Draw Down(%) | NA | 6.73 | 9.97 | 26.18 | 26.18 | NA | NA | … | … | 6.73 | 9.97 | 4.94 | 9.33 | 22.26 | 7.97 | 24.49 | 2.30 | 10.55 | 2.48 | 6.33 | 10.85 | 6.04 | 7.03 | 6.35 | 12.72 | 10.88 | 11.83 | 34.84 | 6.97 | 6.37 | 5.37 | 8.51 | 7.21 | 22.20 | 24.53 | 15.84 | 9.68 | 9.66 |
| Yield(%) | 0.00 | 1.44 | 2.06 | 1.51 | 2.77 | 3.80 | 3.88 | … | … | 0.76 | 1.66 | 2.14 | 2.01 | 1.25 | 1.52 | 1.37 | 6.39 | 3.38 | 4.43 | 2.46 | 5.59 | 7.23 | 5.83 | 3.03 | 3.02 | 3.02 | 1.86 | 1.16 | 13.32 | 9.19 | 4.50 | 2.12 | 0.50 | 0.83 | 1.90 | 13.49 | 0.61 | 0.45 |
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 |
|---|---|---|---|---|
| MCTRX (MAINSTAY INCOME BUILDER FUND CLASS C) |
-13.74%
Mar 2000 – Mar 2003 |
-4.37%
Mar 2000 – Mar 2005 |
-2.91%
Feb 1999 – Feb 2009 |
1.76%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCTRX (MAINSTAY INCOME BUILDER FUND CLASS C) |
16.92%
Feb 2009 – Feb 2012 |
15.30%
Feb 2009 – Feb 2014 |
9.18%
Feb 2009 – Feb 2019 |
7.00%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart