Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MSODX (MainStay MacKay California Tax Free Opportunities Fund Class R6) | -2.94% | -1.07% | 1.67% | 0.50% | NA | NA | NA | 0.63% |
Data as of 06/06/2025, AR inception is 11/04/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSODX (MainStay MacKay California Tax Free Opportunities Fund Class R6) | 11/04/2019 | 06/06/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.21 | -1.07 | 1.67 | 0.50 | NA | NA | NA | 0.63 | -2.94 | 2.73 | 7.17 | -11.00 | 2.63 | 5.14 | 0.56 |
| Sharpe Ratio | NA | -0.46 | -0.28 | -0.32 | NA | NA | NA | -0.22 | -1.34 | -0.25 | 0.81 | -2.08 | 1.36 | 0.50 | 1.32 |
| Standard Deviation(%) | NA | 5.46 | 5.03 | 4.36 | NA | NA | NA | 5.81 | 7.20 | 3.54 | 4.38 | 6.00 | 1.92 | 9.69 | 1.93 |
| Draw Down(%) | NA | 6.32 | 8.95 | 16.95 | NA | NA | NA | 16.95 | 5.65 | 2.42 | 6.11 | 16.89 | 2.42 | 13.82 | 0.74 |
| Yield(%) | 0.00 | 3.42 | 3.52 | 2.98 | 1.64 | 1.09 | 0.82 | 3.28 | 1.20 | 3.79 | 3.81 | 2.66 | 2.42 | 2.81 | 0.46 |
Data as of 06/06/2025, AR inception is 11/04/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSODX (MainStay MacKay California Tax Free Opportunities Fund Class R6) |
-2.87%
Oct 2020 - Oct 2023 |
0.55%
Feb 2020 - Feb 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSODX (MainStay MacKay California Tax Free Opportunities Fund Class R6) |
2.68%
Apr 2022 - Apr 2025 |
1.54%
Apr 2020 - Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart