Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MSCCX (MAINSTAY CALIFORNIA TAX FREE OPPORTUNITIES FUND CLASS C) | -3.01% | -1.58% | 0.89% | -0.26% | 1.86% | 1.72% | 1.29% | -1.42% |
Data as of 06/05/2025, AR inception is 05/17/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSCCX (MAINSTAY CALIFORNIA TAX FREE OPPORTUNITIES FUND CLASS C) | 05/17/2000 | 06/05/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.21 | -1.58 | 0.89 | -0.26 | 1.86 | 1.72 | 1.29 | -1.42 | -3.01 | 1.35 | 6.48 | -11.42 | 1.66 | 4.57 | 7.88 | 1.41 | 6.17 | 0.36 | 4.90 | 14.45 | -49.33 |
| Sharpe Ratio | NA | -0.86 | -0.52 | -0.56 | 0.07 | NA | NA | -0.15 | -1.75 | -1.50 | 0.52 | -2.16 | 0.88 | 0.45 | 3.23 | 0.06 | 2.38 | 0.05 | 2.38 | 6.80 | -0.09 |
| Standard Deviation(%) | NA | 5.36 | 4.95 | 4.29 | 4.59 | NA | NA | 18.10 | 7.08 | 3.48 | 4.28 | 5.94 | 1.86 | 9.72 | 2.00 | 1.86 | 2.33 | 3.35 | 2.05 | 2.12 | 67.06 |
| Draw Down(%) | NA | 7.22 | 8.94 | 17.56 | 17.56 | NA | NA | 51.18 | 5.95 | 2.42 | 6.46 | 17.24 | 2.51 | 13.91 | 1.65 | 1.89 | 1.38 | 7.79 | 1.97 | 1.04 | 51.18 |
| Yield(%) | 0.00 | 2.40 | 2.74 | 2.26 | 2.58 | 2.19 | 1.64 | 0.71 | 1.03 | 2.44 | 3.26 | 2.19 | 1.55 | 2.27 | 2.44 | 2.73 | 2.90 | 2.66 | 3.03 | 3.53 | 2.51 |
Data as of 06/05/2025, AR inception is 05/17/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSCCX (MAINSTAY CALIFORNIA TAX FREE OPPORTUNITIES FUND CLASS C) |
-3.78%
Oct 2019 - Oct 2022 |
-0.36%
Oct 2017 - Oct 2022 |
1.82%
May 2015 - May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSCCX (MAINSTAY CALIFORNIA TAX FREE OPPORTUNITIES FUND CLASS C) |
9.76%
Aug 2013 - Aug 2016 |
6.09%
Aug 2013 - Aug 2018 |
3.45%
Dec 2013 - Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart