Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MMPDX (MainStay WMC Value Fund Class R6) | 8.87% | 22.37% | 15.49% | 9.46% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/27/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MMPDX (MainStay WMC Value Fund Class R6) | 04/27/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.40 | 22.37 | 15.49 | 9.46 | NA | NA | NA | … | … | 8.87 | 14.73 | 10.70 | 9.67 | -4.57 | 11.92 |
| Sharpe Ratio | NA | 1.74 | 0.95 | 0.46 | NA | NA | NA | … | … | 1.55 | 0.76 | 0.65 | 0.47 | -0.30 | 1.34 |
| Standard Deviation(%) | NA | 10.57 | 12.89 | 14.77 | NA | NA | NA | … | … | 11.17 | 15.69 | 10.96 | 13.04 | 20.06 | 13.30 |
| Draw Down(%) | NA | 6.69 | 14.21 | 15.60 | NA | NA | NA | … | … | 6.69 | 13.53 | 7.97 | 10.39 | 15.60 | 5.86 |
| Yield(%) | 0.00 | 7.73 | 6.51 | 11.95 | 6.16 | 4.10 | 3.08 | … | … | 0.00 | 7.91 | 5.52 | 4.72 | 5.24 | 48.18 |
Data as of 06/04/2026, Common starting date is 04/27/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMPDX (MainStay WMC Value Fund Class R6) |
5.03%
Dec 2021 – Dec 2024 |
9.38%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMPDX (MainStay WMC Value Fund Class R6) |
15.96%
May 2023 – May 2026 |
9.38%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart