Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MMHAX (MAINSTAY HIGH YIELD MUNICIPAL BOND FUND CLASS A) | -3.46% | -0.59% | 1.17% | 1.54% | 2.81% | 4.62% | NA | 4.78% |
Data as of 06/03/2025, AR inception is 03/31/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MMHAX (MAINSTAY HIGH YIELD MUNICIPAL BOND FUND CLASS A) | 03/31/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.62 | -0.59 | 1.17 | 1.54 | 2.81 | 4.62 | NA | 4.78 | -3.46 | 2.84 | 9.39 | -14.37 | 5.54 | 5.17 | 8.86 | 3.75 | 7.53 | 0.95 | 5.22 | 17.51 | -5.87 | 16.84 | 11.98 | 4.19 |
| Sharpe Ratio | NA | -0.64 | -0.38 | -0.11 | 0.24 | NA | NA | 0.77 | -1.43 | -0.85 | 0.90 | -2.24 | 3.06 | 0.49 | 3.83 | 1.21 | 2.96 | 0.23 | 2.39 | 8.11 | -1.14 | 7.16 | 4.21 | 0.82 |
| Standard Deviation(%) | NA | 7.03 | 6.45 | 5.40 | 5.20 | NA | NA | 4.83 | 9.43 | 4.41 | 5.78 | 7.06 | 1.80 | 10.06 | 1.94 | 2.03 | 2.35 | 3.21 | 2.17 | 2.16 | 5.18 | 2.36 | 2.84 | 6.70 |
| Draw Down(%) | NA | 8.87 | 12.27 | 20.98 | 20.98 | NA | NA | 20.98 | 7.51 | 3.20 | 8.26 | 20.67 | 2.22 | 15.66 | 1.22 | 2.41 | 1.36 | 7.71 | 1.96 | 1.46 | 12.08 | 1.98 | 3.57 | 6.53 |
| Yield(%) | 0.00 | 3.01 | 3.39 | 3.13 | 3.54 | 4.52 | 3.47 | 4.63 | 1.30 | 2.98 | 4.15 | 2.85 | 2.32 | 3.37 | 3.73 | 3.62 | 4.13 | 3.76 | 4.11 | 4.82 | 4.49 | 5.10 | 5.36 | 3.36 |
Data as of 06/03/2025, AR inception is 03/31/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMHAX (MAINSTAY HIGH YIELD MUNICIPAL BOND FUND CLASS A) |
-3.60%
Oct 2019 - Oct 2022 |
0.31%
Oct 2017 - Oct 2022 |
2.54%
Oct 2012 - Oct 2022 |
4.64%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMHAX (MAINSTAY HIGH YIELD MUNICIPAL BOND FUND CLASS A) |
11.41%
Apr 2010 - Apr 2013 |
9.43%
Mar 2011 - Mar 2016 |
7.39%
Jan 2011 - Jan 2021 |
4.77%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison Chart