Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MMHIX (MAINSTAY HIGH YIELD MUNICIPAL BOND FUND CLASS I) | -2.96% | -2.13% | 3.15% | 1.46% | 3.12% | 4.90% | NA | 5.05% |
Data as of 06/13/2025, AR inception is 03/31/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MMHIX (MAINSTAY HIGH YIELD MUNICIPAL BOND FUND CLASS I) | 03/31/2010 | 06/13/2025 |
| 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 (%) | 0.26 | -2.13 | 3.15 | 1.46 | 3.12 | 4.90 | NA | 5.05 | -2.96 | 3.10 | 9.57 | -14.25 | 5.84 | 5.44 | 9.14 | 3.98 | 7.78 | 1.18 | 5.48 | 17.78 | -5.62 | 17.15 | 12.18 | 4.27 |
| Sharpe Ratio | NA | -0.77 | -0.03 | -0.10 | 0.33 | NA | NA | 0.84 | -1.05 | -0.78 | 0.92 | -2.23 | 3.14 | 0.52 | 3.85 | 1.29 | 3.08 | 0.30 | 2.47 | 8.13 | -1.10 | 7.26 | 4.21 | 0.84 |
| Standard Deviation(%) | NA | 7.01 | 6.27 | 5.42 | 5.22 | NA | NA | 4.83 | 9.15 | 4.46 | 5.81 | 7.03 | 1.85 | 10.02 | 2.01 | 2.07 | 2.33 | 3.25 | 2.21 | 2.19 | 5.14 | 2.37 | 2.89 | 6.67 |
| Draw Down(%) | NA | 7.67 | 12.19 | 20.85 | 20.85 | NA | NA | 20.85 | 7.10 | 3.28 | 8.10 | 20.60 | 2.22 | 15.65 | 1.30 | 2.44 | 1.33 | 7.68 | 1.86 | 1.37 | 12.00 | 1.89 | 3.57 | 6.51 |
| Yield(%) | 0.00 | 3.13 | 3.77 | 3.29 | 3.78 | 4.79 | 3.68 | 4.90 | 1.36 | 3.18 | 4.39 | 3.04 | 2.53 | 3.61 | 3.99 | 3.84 | 4.37 | 3.99 | 4.35 | 5.07 | 4.74 | 5.39 | 5.55 | 3.44 |
Data as of 06/13/2025, 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 |
|---|---|---|---|---|
| MMHIX (MAINSTAY HIGH YIELD MUNICIPAL BOND FUND CLASS I) |
-3.37%
Oct 2019 - Oct 2022 |
0.54%
Oct 2017 - Oct 2022 |
2.78%
Oct 2012 - Oct 2022 |
4.89%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMHIX (MAINSTAY HIGH YIELD MUNICIPAL BOND FUND CLASS I) |
11.63%
Apr 2010 - Apr 2013 |
9.70%
Apr 2011 - Apr 2016 |
7.64%
Jan 2011 - Jan 2021 |
5.01%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison Chart