Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSIRX (MAINSTAY UNCONSTRAINED BOND FUND CLASS R2) | NA | 7.19% | 0.89% | 2.56% | NA | NA | NA | … | … |
Data as of 02/26/2024, Common starting date is 03/06/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSIRX (MAINSTAY UNCONSTRAINED BOND FUND CLASS R2) | 03/06/2014 | 02/26/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.24 | 7.19 | 0.89 | 2.56 | NA | NA | NA | … | … | 0.18 | 9.36 | -7.88 | 1.92 | 6.06 | 6.47 | -1.91 | 4.61 | 7.80 | -3.78 | -1.45 |
| Sharpe Ratio | NA | 0.77 | -0.32 | 0.26 | NA | NA | NA | … | … | -0.53 | 1.19 | -2.29 | 1.26 | 0.89 | 4.77 | -2.74 | 3.59 | 2.16 | -1.27 | -0.63 |
| Standard Deviation(%) | NA | 4.35 | 3.68 | 4.11 | NA | NA | NA | … | … | 4.72 | 4.31 | 4.06 | 1.50 | 6.51 | 1.06 | 1.18 | 1.11 | 3.52 | 3.00 | 2.81 |
| Draw Down(%) | NA | 2.79 | 11.76 | 13.67 | NA | NA | NA | … | … | 1.75 | 2.79 | 11.32 | 1.38 | 13.67 | 0.34 | 2.45 | 0.45 | 4.67 | 6.83 | 4.79 |
| Yield(%) | 0.00 | 4.44 | 2.92 | 2.85 | 2.77 | 1.85 | 1.39 | … | … | 0.41 | 4.43 | 2.72 | 1.91 | 2.27 | 2.75 | 3.08 | 2.72 | 4.34 | 3.27 | 1.98 |
Data as of 02/26/2024, Common starting date is 03/06/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSIRX (MAINSTAY UNCONSTRAINED BOND FUND CLASS R2) |
-0.91%
Oct 2019 – Oct 2022 |
0.25%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSIRX (MAINSTAY UNCONSTRAINED BOND FUND CLASS R2) |
5.05%
Feb 2016 – Feb 2019 |
5.05%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart