Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MKINX (Mainstay Tax Free Bond Fund Investor Clas) | -2.08% | -0.10% | 0.63% | -0.20% | 1.84% | 3.06% | NA | 3.37% |
Data as of 06/03/2025, AR inception is 03/03/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MKINX (Mainstay Tax Free Bond Fund Investor Clas) | 03/03/2008 | 06/03/2025 |
| 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 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.33 | -0.10 | 0.63 | -0.20 | 1.84 | 3.06 | NA | 3.37 | -2.08 | 0.11 | 5.98 | -10.70 | 1.22 | 6.17 | 7.68 | 1.16 | 5.64 | 0.48 | 3.55 | 12.50 | -4.04 | 10.83 | 10.70 | 2.47 | 13.47 | -4.70 |
| Sharpe Ratio | NA | -0.72 | -0.61 | -0.59 | 0.07 | NA | NA | 0.61 | -1.44 | -1.87 | 0.42 | -2.33 | 0.69 | 0.69 | 3.22 | -0.08 | 2.20 | 0.09 | 1.81 | 6.49 | -1.01 | 4.95 | 3.87 | 0.68 | 4.10 | -1.01 |
| Standard Deviation(%) | NA | 5.30 | 4.71 | 4.01 | 4.20 | NA | NA | 3.94 | 6.95 | 3.48 | 4.11 | 5.20 | 1.72 | 8.52 | 1.95 | 1.87 | 2.29 | 3.10 | 1.95 | 1.92 | 4.05 | 2.19 | 2.76 | 3.50 | 3.26 | 6.32 |
| Draw Down(%) | NA | 6.81 | 8.18 | 16.48 | 16.48 | NA | NA | 16.48 | 5.42 | 2.62 | 6.53 | 15.82 | 2.30 | 11.85 | 1.62 | 1.71 | 1.38 | 6.47 | 2.18 | 0.88 | 9.65 | 2.04 | 3.24 | 6.36 | 3.08 | 12.07 |
| Yield(%) | 0.00 | 2.64 | 2.82 | 2.37 | 2.75 | 3.35 | 3.01 | 3.54 | 1.14 | 2.58 | 3.14 | 2.39 | 1.58 | 2.61 | 2.97 | 2.91 | 3.13 | 3.10 | 3.18 | 4.07 | 3.63 | 3.93 | 4.71 | 4.18 | 4.31 | 3.16 |
Data as of 06/03/2025, AR inception is 03/03/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MKINX (Mainstay Tax Free Bond Fund Investor Clas) |
-3.22%
Oct 2020 - Oct 2023 |
-0.10%
May 2020 - May 2025 |
1.73%
Oct 2012 - Oct 2022 |
3.08%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MKINX (Mainstay Tax Free Bond Fund Investor Clas) |
8.93%
Mar 2009 - Mar 2012 |
6.97%
Jan 2011 - Jan 2016 |
5.57%
Jan 2011 - Jan 2021 |
4.28%
Dec 2008 - Dec 2023 |
Annualized Rolling Returns Comparison Chart