Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSTIX (MAINSTAY TAX ADVANTAGED SHORT TERM BOND FUND CLASS I) | 0.84% | 3.86% | 3.68% | 1.70% | 1.68% | 1.40% | 2.13% | … | … |
Data as of 06/05/2026, Common starting date is 12/31/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSTIX (MAINSTAY TAX ADVANTAGED SHORT TERM BOND FUND CLASS I) | 12/31/1991 | 06/05/2026 |
| 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 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.86 | 3.68 | 1.70 | 1.68 | 1.40 | 2.13 | … | … | 0.84 | 4.70 | 2.70 | 3.97 | -3.37 | 0.27 | 2.55 | 2.65 | 1.81 | 1.20 | 0.74 | 1.17 | 0.43 | 0.08 | 1.44 | 1.47 | 1.93 | 2.51 | 6.48 | 6.64 | 3.95 | 1.45 | 0.52 | 1.63 | 3.80 | 7.92 | 8.12 | 2.40 | 6.37 | 6.14 | 4.81 | 10.28 | 0.11 | 4.56 | 5.47 | 0.00 |
| Sharpe Ratio | NA | 1.07 | 0.35 | -0.47 | 0.03 | NA | NA | … | … | -0.27 | 0.87 | -0.52 | 0.18 | -2.80 | 0.29 | 0.98 | 1.39 | 0.68 | 0.57 | 0.66 | 1.37 | 0.41 | 0.06 | 1.84 | 0.94 | 0.88 | 1.16 | 1.94 | 2.00 | 0.47 | -0.66 | -0.26 | 0.50 | 1.34 | 2.51 | 2.72 | -0.67 | 1.78 | 1.27 | 0.59 | 3.21 | -1.57 | 1.52 | 1.43 | NA |
| Standard Deviation(%) | NA | 1.51 | 1.87 | 1.73 | 1.53 | NA | NA | … | … | 1.68 | 2.09 | 1.76 | 1.73 | 1.72 | 0.87 | 2.34 | 0.85 | 0.64 | 0.95 | 0.80 | 0.83 | 1.02 | 0.83 | 0.76 | 1.53 | 2.09 | 2.07 | 2.82 | 1.75 | 1.15 | 1.24 | 1.78 | 1.81 | 1.98 | 2.21 | 1.43 | 1.46 | 1.63 | 1.92 | 1.94 | 1.96 | 1.90 | 1.57 | 2.06 | 0.00 |
| Draw Down(%) | NA | 1.38 | 1.83 | 5.71 | 5.71 | NA | NA | … | … | 1.38 | 1.83 | 0.97 | 1.30 | 5.27 | 0.69 | 3.92 | 0.41 | 0.21 | 0.62 | 0.92 | 0.31 | 0.57 | 0.82 | 0.31 | 0.80 | 2.21 | 0.97 | 1.94 | 0.52 | 0.33 | 0.70 | 1.94 | 1.29 | 1.29 | 1.15 | 0.67 | 0.63 | 0.90 | 0.91 | 1.33 | 0.80 | 2.12 | 0.81 | 1.01 | 0.00 |
| Yield(%) | 0.00 | 3.06 | 3.27 | 2.43 | 1.91 | 1.62 | 2.03 | … | … | 1.05 | 3.43 | 3.40 | 3.13 | 1.27 | 0.69 | 1.38 | 1.90 | 1.49 | 1.20 | 0.95 | 0.85 | 0.74 | 1.02 | 1.33 | 1.88 | 1.51 | 2.52 | 2.70 | 4.27 | 3.76 | 2.84 | 1.91 | 1.94 | 2.77 | 4.53 | 6.76 | 8.55 | 5.91 | 7.09 | 6.87 | 6.98 | 9.41 | 13.12 | 4.53 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/31/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSTIX (MAINSTAY TAX ADVANTAGED SHORT TERM BOND FUND CLASS I) |
-0.72%
Oct 2019 – Oct 2022 |
0.35%
Oct 2017 – Oct 2022 |
0.55%
Oct 2012 – Oct 2022 |
1.14%
May 2009 – May 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSTIX (MAINSTAY TAX ADVANTAGED SHORT TERM BOND FUND CLASS I) |
7.05%
Dec 1994 – Dec 1997 |
6.42%
Sep 1996 – Sep 2001 |
5.67%
Jan 1992 – Jan 2002 |
4.91%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart