Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MDHAX (MAINSTAY SHORT DURATION HIGH YIELD FUND CLASS A) | 1.40% | 5.30% | 5.80% | 5.43% | 4.25% | NA | NA | 3.83% |
Data as of 06/02/2025, AR inception is 12/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDHAX (MAINSTAY SHORT DURATION HIGH YIELD FUND CLASS A) | 12/19/2012 | 06/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.32 | 5.30 | 5.80 | 5.43 | 4.25 | NA | NA | 3.83 | 1.40 | 6.68 | 9.84 | -2.73 | 4.50 | 3.35 | 9.13 | -0.10 | 4.39 | 10.20 | 0.33 | -1.08 | 1.41 | -0.30 |
| Sharpe Ratio | NA | 0.06 | 0.62 | 1.13 | 0.74 | NA | NA | 0.73 | -1.25 | 0.05 | 2.18 | -1.08 | 3.02 | 0.36 | 4.42 | -0.87 | 3.36 | 3.31 | 0.15 | -0.52 | 0.67 | -6.62 |
| Standard Deviation(%) | NA | 2.70 | 2.92 | 2.78 | 3.56 | NA | NA | 3.31 | 3.69 | 1.70 | 2.58 | 3.83 | 1.48 | 8.63 | 1.75 | 1.64 | 1.12 | 3.02 | 2.11 | 2.09 | 2.06 | 1.55 |
| Draw Down(%) | NA | 3.74 | 3.81 | 6.22 | 18.12 | NA | NA | 18.12 | 3.74 | 0.76 | 1.52 | 6.22 | 1.01 | 18.12 | 0.65 | 2.79 | 0.80 | 3.23 | 3.89 | 3.92 | 2.76 | 0.30 |
| Yield(%) | 0.00 | 5.50 | 5.47 | 5.04 | 4.55 | 3.25 | 2.44 | 4.07 | 2.02 | 6.09 | 5.81 | 4.09 | 3.91 | 4.74 | 4.68 | 4.17 | 4.11 | 4.86 | 4.79 | 1.20 | 0.00 | 0.00 |
Data as of 06/02/2025, AR inception is 12/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDHAX (MAINSTAY SHORT DURATION HIGH YIELD FUND CLASS A) |
-0.37%
Feb 2013 - Feb 2016 |
1.68%
Mar 2015 - Mar 2020 |
2.98%
Feb 2013 - Feb 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDHAX (MAINSTAY SHORT DURATION HIGH YIELD FUND CLASS A) |
7.04%
Mar 2020 - Mar 2023 |
7.11%
Mar 2020 - Mar 2025 |
4.57%
Jan 2015 - Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart