Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MIXAX (MAINSTAY INDEXED BOND FUND CLASS A) | 0.09% | 3.06% | 4.35% | 1.66% | 1.06% | 1.58% | 2.70% | … | … |
Data as of 06/03/2026, Common starting date is 01/13/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIXAX (MAINSTAY INDEXED BOND FUND CLASS A) | 01/13/2004 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.33 | 3.06 | 4.35 | 1.66 | 1.06 | 1.58 | 2.70 | … | … | 0.09 | 5.03 | 4.71 | 4.44 | -4.52 | -0.89 | -5.86 | 8.23 | -0.81 | 2.90 | 1.81 | -0.08 | 5.32 | -2.73 | 3.37 | 6.74 | 5.38 | 5.10 | 6.57 | 6.52 | 3.43 | 1.67 | 1.90 |
| Sharpe Ratio | NA | 0.37 | 0.71 | -0.46 | -0.13 | NA | NA | … | … | -1.40 | 1.43 | 0.64 | 0.32 | -2.70 | -0.99 | -0.62 | 2.06 | -0.79 | 0.78 | 0.50 | -0.03 | 1.97 | -0.83 | 1.24 | 1.17 | 1.03 | 1.13 | 0.88 | 0.91 | 0.00 | -0.21 | 0.25 |
| Standard Deviation(%) | NA | 1.43 | 1.68 | 1.89 | 3.85 | NA | NA | … | … | 1.45 | 1.51 | 1.70 | 2.52 | 2.21 | 0.92 | 9.79 | 3.27 | 2.79 | 2.91 | 3.22 | 3.74 | 2.69 | 3.34 | 2.68 | 5.73 | 5.14 | 4.41 | 6.35 | 3.71 | 2.87 | 2.90 | 3.88 |
| Draw Down(%) | NA | 0.87 | 0.87 | 7.15 | 14.77 | NA | NA | … | … | 0.87 | 0.66 | 0.72 | 1.35 | 6.03 | 1.22 | 9.14 | 2.18 | 3.28 | 1.52 | 4.60 | 3.03 | 1.17 | 5.04 | 1.35 | 3.34 | 5.05 | 2.26 | 4.61 | 2.53 | 2.36 | 2.56 | 4.53 |
| Yield(%) | 0.00 | 3.69 | 4.35 | 3.10 | 2.70 | 2.83 | 3.42 | … | … | 1.29 | 4.16 | 4.82 | 4.11 | 1.78 | 0.84 | 1.28 | 4.73 | 2.37 | 2.50 | 3.50 | 3.17 | 2.59 | 1.62 | 3.88 | 5.59 | 4.99 | 3.83 | 4.31 | 4.54 | 4.06 | 3.74 | 2.85 |
Data as of 06/03/2026, Common starting date is 01/13/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIXAX (MAINSTAY INDEXED BOND FUND CLASS A) |
-4.20%
Oct 2019 – Oct 2022 |
-1.09%
Oct 2017 – Oct 2022 |
0.11%
Oct 2012 – Oct 2022 |
1.57%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIXAX (MAINSTAY INDEXED BOND FUND CLASS A) |
8.18%
Oct 2008 – Oct 2011 |
6.48%
Jul 2007 – Jul 2012 |
4.52%
Jun 2006 – Jun 2016 |
3.64%
Nov 2005 – Nov 2020 |
Annualized Rolling Returns Comparison Chart