Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MDHIX (MAINSTAY SHORT DURATION HIGH YIELD FUND CLASS I) | 2.65% | 5.29% | 7.01% | 5.28% | 4.57% | 3.23% | 2.41% | 2.55% |
Data as of 07/25/2025, AR inception is 06/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDHIX (MAINSTAY SHORT DURATION HIGH YIELD FUND CLASS I) | 06/20/1996 | 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 (%) | 0.31 | 5.29 | 7.01 | 5.28 | 4.57 | 3.23 | 2.41 | 2.55 | 2.65 | 6.83 | 10.20 | -2.48 | 4.75 | 3.64 | 9.37 | 0.15 | 3.60 | 10.34 | 0.69 | -1.01 | 1.41 | 28.22 |
| Sharpe Ratio | NA | 0.74 | 1.50 | 1.28 | 0.85 | NA | NA | 0.12 | 0.43 | 0.15 | 2.36 | -1.01 | 3.23 | 0.39 | 4.33 | -0.70 | 2.19 | 3.24 | 0.29 | -0.46 | 0.66 | 0.00 |
| Standard Deviation(%) | NA | 2.40 | 2.61 | 2.60 | 3.58 | NA | NA | 7.89 | 3.00 | 1.62 | 2.54 | 3.85 | 1.47 | 8.62 | 1.84 | 1.67 | 1.36 | 3.13 | 2.29 | 2.22 | 2.09 | 134.53 |
| Draw Down(%) | NA | 2.64 | 3.49 | 6.20 | 18.00 | NA | NA | 18.00 | 2.64 | 0.64 | 1.61 | 6.20 | 0.99 | 18.00 | 0.63 | 2.71 | 0.90 | 3.31 | 3.84 | 3.85 | 2.76 | 0.50 |
| Yield(%) | 0.00 | 5.16 | 5.70 | 5.08 | 4.78 | 3.42 | 2.56 | 2.30 | 2.09 | 6.34 | 6.04 | 4.33 | 4.17 | 5.00 | 4.91 | 4.42 | 4.36 | 5.11 | 5.04 | 1.27 | 0.00 | 0.00 |
Data as of 07/25/2025, AR inception is 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDHIX (MAINSTAY SHORT DURATION HIGH YIELD FUND CLASS I) |
-0.33%
Mar 2017 - Mar 2020 |
1.75%
Mar 2015 - Mar 2020 |
2.97%
Dec 2012 - Dec 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDHIX (MAINSTAY SHORT DURATION HIGH YIELD FUND CLASS I) |
7.72%
Jun 2022 - Jun 2025 |
7.35%
Mar 2020 - Mar 2025 |
4.72%
Jan 2015 - Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart