Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MNOLX (MainStay MacKay New York Tax Free Opportunities Fund Class C2) | -3.47% | -1.14% | 0.70% | NA | NA | NA | NA | -0.84% |
Data as of 06/03/2025, AR inception is 09/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MNOLX (MainStay MacKay New York Tax Free Opportunities Fund Class C2) | 09/01/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.65 | -1.14 | 0.70 | NA | NA | NA | NA | -0.84 | -3.47 | 1.68 | 6.87 | -12.76 | 3.28 | 2.30 |
| Sharpe Ratio | NA | -0.52 | -0.41 | NA | NA | NA | NA | -0.56 | -1.21 | -0.53 | 0.70 | -2.33 | 1.72 | 1.70 |
| Standard Deviation(%) | NA | 6.19 | 5.45 | NA | NA | NA | NA | 4.85 | 8.40 | 3.68 | 4.63 | 6.11 | 1.89 | 4.11 |
| Draw Down(%) | NA | 7.06 | 9.34 | NA | NA | NA | NA | 18.94 | 6.28 | 2.85 | 7.50 | 18.74 | 2.44 | 1.03 |
| Yield(%) | 0.00 | 2.94 | 2.95 | 2.29 | 1.15 | 0.76 | 0.57 | 2.87 | 1.04 | 3.19 | 3.20 | 2.34 | 1.87 | 0.51 |
Data as of 06/03/2025, AR inception is 09/01/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNOLX (MainStay MacKay New York Tax Free Opportunities Fund Class C2) |
-3.58%
Oct 2020 - Oct 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNOLX (MainStay MacKay New York Tax Free Opportunities Fund Class C2) |
1.70%
Apr 2022 - Apr 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart