Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MDHTX (MAINSTAY SHORT DURATION HIGH YIELD FUND CLASS R3) | NA | 8.32% | 3.24% | 3.74% | NA | NA | NA | … | … |
Data as of 02/26/2024, Common starting date is 03/02/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDHTX (MAINSTAY SHORT DURATION HIGH YIELD FUND CLASS R3) | 03/02/2016 | 02/26/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.21 | 8.32 | 3.24 | 3.74 | NA | NA | NA | … | … | 0.77 | 9.43 | -3.06 | 4.11 | 2.96 | 8.74 | -0.58 | 4.01 | 11.04 |
| Sharpe Ratio | NA | 1.96 | 0.41 | 0.50 | NA | NA | NA | … | … | 0.92 | 2.02 | -1.15 | 2.69 | 0.31 | 4.35 | -1.11 | 2.92 | 5.86 |
| Standard Deviation(%) | NA | 2.33 | 2.84 | 4.49 | NA | NA | NA | … | … | 1.69 | 2.58 | 3.87 | 1.52 | 8.63 | 1.68 | 1.71 | 1.16 | 2.24 |
| Draw Down(%) | NA | 1.08 | 6.38 | 18.06 | NA | NA | NA | … | … | 0.32 | 1.66 | 6.38 | 1.05 | 18.06 | 0.61 | 2.88 | 0.90 | 1.25 |
| Yield(%) | 0.00 | 5.47 | 4.19 | 4.23 | 3.49 | 2.33 | 1.74 | … | … | 0.56 | 5.44 | 3.77 | 3.55 | 4.38 | 4.31 | 3.79 | 3.75 | 4.11 |
Data as of 02/26/2024, Common starting date is 03/02/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDHTX (MAINSTAY SHORT DURATION HIGH YIELD FUND CLASS R3) |
-0.65%
Mar 2017 – Mar 2020 |
1.87%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDHTX (MAINSTAY SHORT DURATION HIGH YIELD FUND CLASS R3) |
6.62%
Mar 2020 – Mar 2023 |
4.76%
Apr 2016 – Apr 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart