Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MDHCX (MAINSTAY SHORT DURATION HIGH YIELD FUND CLASS C) | 2.78% | 4.90% | 6.13% | 4.32% | 3.66% | NA | NA | 3.22% |
Data as of 07/25/2025, AR inception is 12/18/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDHCX (MAINSTAY SHORT DURATION HIGH YIELD FUND CLASS C) | 12/18/2012 | 07/25/2025 |
| 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 | 4.90 | 6.13 | 4.32 | 3.66 | NA | NA | 3.22 | 2.78 | 5.76 | 8.94 | -3.55 | 3.61 | 2.51 | 8.20 | -0.96 | 3.52 | 9.75 | -0.55 | -1.31 | 1.31 | -0.40 |
| Sharpe Ratio | NA | 0.59 | 1.19 | 0.91 | 0.60 | NA | NA | 0.58 | 0.54 | -0.50 | 1.85 | -1.29 | 2.49 | 0.26 | 4.06 | -1.43 | 2.47 | 3.11 | -0.26 | -0.65 | 0.62 | -6.99 |
| Standard Deviation(%) | NA | 2.36 | 2.56 | 2.58 | 3.53 | NA | NA | 3.26 | 2.85 | 1.67 | 2.56 | 3.83 | 1.44 | 8.56 | 1.67 | 1.59 | 1.17 | 3.07 | 2.25 | 2.02 | 2.05 | 1.70 |
| Draw Down(%) | NA | 2.74 | 3.58 | 6.68 | 18.09 | NA | NA | 18.09 | 2.74 | 0.72 | 1.69 | 6.61 | 1.08 | 18.09 | 0.62 | 2.87 | 0.90 | 3.40 | 4.38 | 4.04 | 2.86 | 0.50 |
| Yield(%) | 0.00 | 4.77 | 4.86 | 4.15 | 3.84 | 2.73 | 2.05 | 3.42 | 2.22 | 5.32 | 4.98 | 3.29 | 3.06 | 3.86 | 3.79 | 3.42 | 3.27 | 4.45 | 3.90 | 0.97 | 0.00 | 0.00 |
Data as of 07/25/2025, AR inception is 12/18/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDHCX (MAINSTAY SHORT DURATION HIGH YIELD FUND CLASS C) |
-1.09%
Mar 2017 - Mar 2020 |
0.91%
Mar 2015 - Mar 2020 |
2.29%
Feb 2013 - Feb 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDHCX (MAINSTAY SHORT DURATION HIGH YIELD FUND CLASS C) |
6.79%
Jun 2022 - Jun 2025 |
6.23%
Mar 2020 - Mar 2025 |
3.73%
Jan 2015 - Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart