Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MIXIX (MAINSTAY INDEXED BOND FUND CLASS I) | 1.07% | 3.95% | 4.94% | 2.13% | 1.45% | 1.97% | 3.09% | … | … |
Data as of 06/04/2026, Common starting date is 12/31/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIXIX (MAINSTAY INDEXED BOND FUND CLASS I) | 12/31/1991 | 06/04/2026 |
| 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 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.41 | 3.95 | 4.94 | 2.13 | 1.45 | 1.97 | 3.09 | … | … | 1.07 | 5.27 | 4.91 | 4.94 | -4.15 | -0.57 | -5.59 | 8.49 | -0.56 | 3.21 | 2.16 | 0.18 | 5.76 | -2.40 | 3.85 | 7.22 | 5.72 | 5.52 | 7.05 | 6.91 | 3.75 | 2.10 | 3.77 | 3.09 | 9.11 | 7.52 | 11.61 | -2.18 | 8.21 | 9.00 | 2.54 | 17.37 | -3.44 | 8.15 | 6.83 | 0.00 |
| Sharpe Ratio | NA | 0.89 | 0.99 | -0.24 | -0.04 | NA | NA | … | … | -0.35 | 1.58 | 0.75 | 0.53 | -2.47 | -0.67 | -0.60 | 2.07 | -0.70 | 0.90 | 0.61 | 0.04 | 2.13 | -0.72 | 1.47 | 1.23 | 1.08 | 1.22 | 0.95 | 1.02 | 0.12 | -0.05 | 0.69 | 0.53 | 1.96 | 1.14 | 2.01 | -1.33 | 1.26 | 1.52 | -0.24 | 3.20 | -1.29 | 1.73 | 1.24 | NA |
| Standard Deviation(%) | NA | 1.47 | 1.69 | 1.90 | 3.84 | NA | NA | … | … | 1.48 | 1.52 | 1.72 | 2.46 | 2.27 | 0.88 | 9.74 | 3.39 | 2.80 | 2.84 | 3.20 | 3.81 | 2.69 | 3.39 | 2.60 | 5.86 | 5.21 | 4.44 | 6.38 | 3.71 | 2.89 | 2.98 | 4.06 | 4.50 | 4.06 | 4.53 | 3.68 | 4.17 | 3.75 | 3.48 | 4.53 | 4.18 | 5.07 | 3.43 | 3.47 | 0.00 |
| Draw Down(%) | NA | 0.87 | 0.87 | 6.84 | 14.19 | NA | NA | … | … | 0.87 | 0.65 | 0.73 | 1.33 | 5.74 | 1.16 | 9.13 | 2.18 | 3.07 | 1.48 | 4.51 | 2.93 | 1.17 | 4.92 | 1.32 | 3.34 | 5.16 | 2.20 | 4.65 | 2.41 | 2.18 | 2.51 | 4.49 | 5.06 | 2.09 | 3.83 | 2.92 | 4.10 | 3.07 | 2.25 | 4.33 | 2.12 | 6.94 | 2.45 | 2.25 | 0.00 |
| Yield(%) | 0.37 | 4.39 | 4.79 | 3.47 | 3.01 | 3.14 | 3.77 | … | … | 1.78 | 4.50 | 5.12 | 4.47 | 2.13 | 1.16 | 1.56 | 4.99 | 2.62 | 2.80 | 3.85 | 3.51 | 2.93 | 2.04 | 4.26 | 5.94 | 5.32 | 4.23 | 4.67 | 4.91 | 4.46 | 4.07 | 3.63 | 3.07 | 4.54 | 6.48 | 7.01 | 6.89 | 6.41 | 6.95 | 6.84 | 8.14 | 5.78 | 13.38 | 5.18 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/31/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIXIX (MAINSTAY INDEXED BOND FUND CLASS I) |
-3.91%
Oct 2019 – Oct 2022 |
-0.80%
Oct 2017 – Oct 2022 |
0.44%
Oct 2012 – Oct 2022 |
1.91%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIXIX (MAINSTAY INDEXED BOND FUND CLASS I) |
10.03%
May 2000 – May 2003 |
7.36%
Aug 1996 – Aug 2001 |
6.94%
Oct 1994 – Oct 2004 |
6.44%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart