Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MIXMX (MainStay Short Term Bond Fund Simple Class) | 0.12% | 2.71% | 4.11% | 1.39% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIXMX (MainStay Short Term Bond Fund Simple Class) | 09/01/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.22 | 2.71 | 4.11 | 1.39 | NA | NA | NA | … | … | 0.12 | 4.73 | 4.46 | 4.13 | -4.92 | -1.04 | 0.50 |
| Sharpe Ratio | NA | 0.19 | 0.54 | -0.58 | NA | NA | NA | … | … | -1.46 | 1.23 | 0.48 | 0.18 | -2.78 | -1.24 | 2.03 |
| Standard Deviation(%) | NA | 1.42 | 1.75 | 1.95 | NA | NA | NA | … | … | 1.52 | 1.50 | 1.75 | 2.62 | 2.29 | 0.86 | 0.71 |
| Draw Down(%) | NA | 0.88 | 0.88 | 7.53 | NA | NA | NA | … | … | 0.88 | 0.76 | 0.81 | 1.37 | 6.42 | 1.33 | 0.27 |
| Yield(%) | 0.00 | 3.45 | 4.05 | 2.84 | 2.19 | 1.46 | 1.10 | … | … | 1.20 | 3.89 | 4.47 | 3.81 | 1.43 | 0.68 | 8.70 |
Data as of 06/04/2026, Common starting date is 09/01/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIXMX (MainStay Short Term Bond Fund Simple Class) |
-1.30%
Oct 2020 – Oct 2023 |
1.39%
Nov 2020 – Nov 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIXMX (MainStay Short Term Bond Fund Simple Class) |
4.63%
Oct 2022 – Oct 2025 |
1.50%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart