Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MSCVX (MAINSTAY CALIFORNIA TAX FREE OPPORTUNITIES FUND INVESTOR CLASS) | -3.14% | -1.00% | 0.97% | -0.06% | 2.06% | 1.91% | 1.43% | -1.41% |
Data as of 06/03/2025, AR inception is 09/28/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSCVX (MAINSTAY CALIFORNIA TAX FREE OPPORTUNITIES FUND INVESTOR CLASS) | 09/28/2000 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.43 | -1.00 | 0.97 | -0.06 | 2.06 | 1.91 | 1.43 | -1.41 | -3.14 | 1.53 | 6.75 | -11.20 | 1.88 | 4.84 | 8.15 | 1.66 | 6.37 | 0.68 | 5.15 | 14.94 | -49.80 |
| Sharpe Ratio | NA | -0.84 | -0.48 | -0.48 | 0.12 | NA | NA | -0.14 | -1.75 | -1.47 | 0.58 | -2.12 | 0.49 | 0.47 | 3.34 | 0.19 | 2.49 | 0.14 | 2.41 | 6.94 | -0.09 |
| Standard Deviation(%) | NA | 5.35 | 4.96 | 4.54 | 4.72 | NA | NA | 18.42 | 7.08 | 3.45 | 4.30 | 5.96 | 3.79 | 9.73 | 2.02 | 1.90 | 2.32 | 3.39 | 2.12 | 2.15 | 68.18 |
| Draw Down(%) | NA | 7.20 | 8.90 | 17.33 | 17.33 | NA | NA | 51.63 | 5.95 | 2.42 | 6.31 | 17.09 | 3.46 | 13.91 | 1.65 | 1.84 | 1.38 | 7.63 | 1.98 | 0.90 | 51.63 |
| Yield(%) | 0.00 | 2.59 | 2.95 | 2.47 | 2.82 | 2.39 | 1.79 | 0.80 | 1.10 | 2.62 | 3.51 | 2.40 | 1.77 | 2.52 | 2.70 | 2.97 | 3.20 | 2.88 | 3.26 | 3.87 | 2.69 |
Data as of 06/03/2025, AR inception is 09/28/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSCVX (MAINSTAY CALIFORNIA TAX FREE OPPORTUNITIES FUND INVESTOR CLASS) |
-3.52%
Oct 2019 - Oct 2022 |
-0.12%
Oct 2017 - Oct 2022 |
2.06%
May 2015 - May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSCVX (MAINSTAY CALIFORNIA TAX FREE OPPORTUNITIES FUND INVESTOR CLASS) |
10.04%
Aug 2013 - Aug 2016 |
6.36%
Aug 2013 - Aug 2018 |
3.72%
Dec 2013 - Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart