Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MMD (MainStay DefinedTerm Muncipal Opportunities Fund) | 4.59% | 10.78% | 1.07% | -2.71% | 2.38% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/27/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MMD (MainStay DefinedTerm Muncipal Opportunities Fund) | 06/27/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.46 | 10.78 | 1.07 | -2.71 | 2.38 | NA | NA | … | … | 4.59 | 4.54 | -3.99 | 6.39 | -21.68 | 5.04 | 8.84 | 13.25 | 3.89 | 14.50 | 2.92 | 10.60 | 23.15 | -15.55 | 4.84 |
| Sharpe Ratio | NA | 0.99 | -0.17 | -0.41 | 0.07 | NA | NA | … | … | 1.02 | 0.17 | -0.84 | 0.19 | -1.19 | 0.42 | 0.33 | 1.40 | 0.24 | 1.69 | 0.27 | 1.21 | 2.29 | -0.90 | 0.77 |
| Standard Deviation(%) | NA | 8.40 | 10.57 | 13.37 | 13.96 | NA | NA | … | … | 9.99 | 9.85 | 9.06 | 14.68 | 19.57 | 11.84 | 25.95 | 8.42 | 10.33 | 8.23 | 10.01 | 8.73 | 10.08 | 17.41 | 12.75 |
| Draw Down(%) | NA | 7.41 | 16.14 | 29.86 | 29.86 | NA | NA | … | … | 7.41 | 10.35 | 12.85 | 17.29 | 26.88 | 9.28 | 24.57 | 2.88 | 5.88 | 5.09 | 11.66 | 8.45 | 4.86 | 25.15 | 6.20 |
| Yield(%) | 0.00 | 5.20 | 4.38 | 3.77 | 4.71 | 4.79 | 3.60 | … | … | 2.22 | 4.77 | 4.39 | 5.21 | 4.76 | 4.68 | 4.84 | 5.17 | 5.30 | 5.87 | 5.97 | 6.40 | 7.20 | 7.16 | 2.92 |
Data as of 06/04/2026, Common starting date is 06/27/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMD (MainStay DefinedTerm Muncipal Opportunities Fund) |
-7.17%
Dec 2021 – Dec 2024 |
-2.97%
May 2021 – May 2026 |
2.28%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMD (MainStay DefinedTerm Muncipal Opportunities Fund) |
16.25%
Sep 2013 – Sep 2016 |
11.90%
Nov 2013 – Nov 2018 |
6.54%
Aug 2013 – Aug 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart