Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSDIX (MAINSTAY UNCONSTRAINED BOND FUND CLASS I) | 1.86% | 6.66% | 7.73% | 3.79% | 4.06% | 3.87% | 4.72% | … | … |
Data as of 06/04/2026, Common starting date is 01/13/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSDIX (MAINSTAY UNCONSTRAINED BOND FUND CLASS I) | 01/13/2004 | 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 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.45 | 6.66 | 7.73 | 3.79 | 4.06 | 3.87 | 4.72 | … | … | 1.86 | 8.41 | 6.68 | 9.85 | -7.45 | 2.20 | 6.45 | 6.82 | -1.57 | 3.91 | 8.29 | -3.54 | 1.37 | 4.10 | 14.09 | 1.63 | 11.27 | 27.76 | -12.87 | 4.96 | 7.89 | 1.21 | 4.62 |
| Sharpe Ratio | NA | 1.66 | 1.25 | 0.34 | 0.69 | NA | NA | … | … | 0.46 | 1.93 | 0.71 | 1.41 | -2.17 | 1.39 | 0.95 | 4.98 | -2.61 | 2.54 | 2.35 | -1.19 | 0.51 | 1.75 | 6.26 | 0.26 | 3.35 | 7.52 | -2.62 | 0.74 | 1.63 | -0.16 | 1.14 |
| Standard Deviation(%) | NA | 2.47 | 3.71 | 3.67 | 3.45 | NA | NA | … | … | 2.69 | 2.87 | 4.28 | 4.42 | 4.10 | 1.57 | 6.48 | 1.07 | 1.14 | 1.29 | 3.43 | 3.01 | 2.65 | 2.33 | 2.26 | 6.08 | 3.34 | 3.68 | 5.26 | 2.47 | 2.76 | 6.42 | 3.32 |
| Draw Down(%) | NA | 1.91 | 2.85 | 11.42 | 13.73 | NA | NA | … | … | 1.91 | 2.18 | 2.85 | 2.73 | 11.01 | 1.36 | 13.73 | 0.34 | 2.36 | 0.69 | 4.52 | 6.63 | 4.75 | 4.08 | 2.43 | 7.90 | 4.20 | 3.03 | 18.68 | 2.42 | 2.10 | 3.74 | 5.03 |
| Yield(%) | 0.45 | 5.48 | 5.57 | 4.24 | 3.89 | 3.94 | 4.59 | … | … | 2.29 | 5.41 | 5.60 | 4.87 | 3.15 | 2.29 | 2.64 | 3.09 | 3.42 | 3.07 | 4.70 | 3.62 | 3.76 | 4.21 | 5.52 | 5.09 | 6.64 | 6.47 | 7.82 | 5.81 | 5.25 | 5.32 | 3.88 |
Data as of 06/04/2026, Common starting date is 01/13/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSDIX (MAINSTAY UNCONSTRAINED BOND FUND CLASS I) |
-2.11%
Oct 2005 – Oct 2008 |
0.63%
Oct 2017 – Oct 2022 |
1.85%
Oct 2012 – Oct 2022 |
3.55%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSDIX (MAINSTAY UNCONSTRAINED BOND FUND CLASS I) |
14.93%
Feb 2009 – Feb 2012 |
12.12%
Nov 2008 – Nov 2013 |
6.93%
Oct 2008 – Oct 2018 |
5.42%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart