Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MMHEX (MainStay MacKay High Yield Municipal Bond Fund Class R6) | -3.36% | 0.34% | 1.75% | 2.23% | NA | NA | NA | 1.48% |
Data as of 06/02/2025, AR inception is 11/04/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MMHEX (MainStay MacKay High Yield Municipal Bond Fund Class R6) | 11/04/2019 | 06/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.62 | 0.34 | 1.75 | 2.23 | NA | NA | NA | 1.48 | -3.36 | 4.63 | 9.64 | -14.08 | 6.33 | 5.48 | 0.73 |
| Sharpe Ratio | NA | -0.25 | -0.19 | 0.07 | NA | NA | NA | -0.07 | -1.09 | 0.22 | 1.04 | -2.19 | 3.39 | 0.52 | 2.38 |
| Standard Deviation(%) | NA | 7.12 | 6.51 | 5.44 | NA | NA | NA | 6.66 | 9.49 | 4.54 | 5.78 | 7.09 | 1.86 | 10.03 | 1.56 |
| Draw Down(%) | NA | 7.57 | 12.26 | 20.57 | NA | NA | NA | 20.57 | 7.09 | 3.29 | 8.08 | 20.54 | 2.22 | 15.65 | 0.54 |
| Yield(%) | 0.00 | 3.95 | 4.00 | 3.74 | 1.98 | 1.32 | 0.99 | 3.95 | 1.39 | 4.29 | 4.46 | 3.13 | 3.10 | 3.66 | 0.58 |
Data as of 06/02/2025, AR inception is 11/04/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMHEX (MainStay MacKay High Yield Municipal Bond Fund Class R6) |
-2.42%
Oct 2020 - Oct 2023 |
1.50%
Feb 2020 - Feb 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMHEX (MainStay MacKay High Yield Municipal Bond Fund Class R6) |
2.82%
Apr 2022 - Apr 2025 |
3.26%
Apr 2020 - Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart