Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSTAX (MAINSTAY TAX ADVANTAGED SHORT TERM BOND FUND CLASS A) | 0.64% | 3.71% | 3.40% | 1.46% | 1.43% | 1.15% | 1.88% | … | … |
Data as of 06/04/2026, Common starting date is 01/15/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSTAX (MAINSTAY TAX ADVANTAGED SHORT TERM BOND FUND CLASS A) | 01/15/2004 | 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 (%) | 0.11 | 3.71 | 3.40 | 1.46 | 1.43 | 1.15 | 1.88 | … | … | 0.64 | 4.42 | 2.53 | 3.67 | -3.54 | 0.15 | 2.28 | 2.44 | 1.52 | 0.94 | 0.37 | 1.00 | 0.18 | -0.17 | 1.21 | 1.20 | 1.70 | 2.25 | 6.19 | 6.32 | 3.73 | 0.93 | -0.64 |
| Sharpe Ratio | NA | 0.92 | 0.20 | -0.63 | -0.14 | NA | NA | … | … | -0.57 | 0.76 | -0.62 | 0.01 | -2.94 | 0.15 | 0.87 | 1.21 | 0.21 | 0.38 | 0.22 | 1.04 | 0.16 | -0.24 | 1.49 | 0.76 | 0.76 | 1.02 | 1.83 | 1.95 | 0.26 | -1.22 | -1.01 |
| Standard Deviation(%) | NA | 1.45 | 1.83 | 1.70 | 1.49 | NA | NA | … | … | 1.62 | 2.02 | 1.77 | 1.70 | 1.70 | 0.81 | 2.33 | 0.80 | 0.63 | 0.74 | 0.72 | 0.94 | 1.00 | 0.86 | 0.78 | 1.54 | 2.12 | 2.11 | 2.85 | 1.63 | 1.22 | 1.10 | 1.65 |
| Draw Down(%) | NA | 1.38 | 1.83 | 5.87 | 5.87 | NA | NA | … | … | 1.38 | 1.83 | 0.97 | 1.40 | 5.38 | 0.72 | 3.92 | 0.41 | 0.21 | 0.67 | 1.01 | 0.42 | 0.53 | 0.90 | 0.31 | 0.76 | 2.25 | 0.99 | 2.00 | 0.54 | 0.33 | 0.62 | 2.11 |
| Yield(%) | 0.00 | 2.81 | 3.00 | 2.17 | 1.64 | 1.36 | 1.75 | … | … | 0.96 | 3.16 | 3.12 | 2.84 | 1.04 | 0.40 | 1.12 | 1.59 | 1.19 | 0.94 | 0.69 | 0.58 | 0.49 | 0.77 | 1.10 | 1.61 | 1.28 | 2.26 | 2.43 | 3.97 | 3.44 | 2.22 | 1.28 |
Data as of 06/04/2026, Common starting date is 01/15/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSTAX (MAINSTAY TAX ADVANTAGED SHORT TERM BOND FUND CLASS A) |
-0.91%
Oct 2019 – Oct 2022 |
0.14%
Oct 2017 – Oct 2022 |
0.32%
Oct 2012 – Oct 2022 |
0.90%
May 2009 – May 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSTAX (MAINSTAY TAX ADVANTAGED SHORT TERM BOND FUND CLASS A) |
5.61%
May 2006 – May 2009 |
4.28%
Oct 2005 – Oct 2010 |
2.41%
Mar 2005 – Mar 2015 |
2.06%
Jul 2005 – Jul 2020 |
Annualized Rolling Returns Comparison Chart