Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTBAX (MAINSTAY TAX FREE BOND FUND CLASS A) | 1.51% | 7.39% | 3.60% | 0.34% | 2.04% | 3.48% | 3.41% | … | … |
Data as of 06/03/2026, Common starting date is 01/30/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTBAX (MAINSTAY TAX FREE BOND FUND CLASS A) | 01/30/1995 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.54 | 7.39 | 3.60 | 0.34 | 2.04 | 3.48 | 3.41 | … | … | 1.51 | 3.94 | 1.37 | 6.39 | -10.65 | 1.24 | 6.21 | 7.44 | 1.50 | 5.49 | 0.54 | 3.56 | 12.49 | -3.91 | 10.93 | 10.72 | 2.58 | 13.68 | -7.73 | 0.39 | 4.41 | 2.96 | 2.82 | 2.58 | 8.60 | 4.03 | 12.12 | -6.55 | 4.77 | 9.01 | 3.63 | 12.43 |
| Sharpe Ratio | NA | 1.63 | 0.17 | -0.53 | 0.09 | NA | NA | … | … | 0.21 | 0.22 | -0.65 | 0.66 | -2.32 | 0.32 | 0.70 | 3.07 | 0.07 | 2.08 | 0.11 | 1.77 | 6.22 | -0.98 | 4.74 | 3.84 | 0.71 | 4.13 | -1.40 | -1.17 | 0.43 | 0.31 | 0.57 | 0.48 | 2.68 | 0.59 | 3.40 | -3.16 | 0.39 | 1.68 | -0.01 | 2.51 |
| Standard Deviation(%) | NA | 2.75 | 4.16 | 4.16 | 4.38 | NA | NA | … | … | 3.21 | 4.86 | 3.48 | 4.20 | 5.24 | 3.77 | 8.49 | 1.95 | 1.76 | 2.33 | 3.08 | 2.00 | 2.01 | 4.03 | 2.31 | 2.78 | 3.52 | 3.29 | 6.19 | 2.38 | 2.31 | 2.29 | 3.23 | 3.88 | 2.78 | 2.71 | 2.32 | 3.14 | 3.37 | 3.16 | 4.81 | 3.84 |
| Draw Down(%) | NA | 2.95 | 6.06 | 16.46 | 16.81 | NA | NA | … | … | 2.95 | 5.15 | 2.54 | 6.43 | 15.80 | 3.60 | 11.81 | 1.63 | 1.63 | 1.39 | 6.42 | 2.19 | 0.98 | 9.59 | 2.05 | 3.25 | 6.38 | 2.97 | 12.90 | 3.38 | 1.80 | 2.07 | 6.02 | 6.49 | 3.22 | 4.06 | 2.94 | 8.38 | 3.26 | 2.59 | 4.93 | 2.66 |
| Yield(%) | 0.00 | 3.41 | 3.47 | 2.71 | 2.80 | 3.46 | 3.47 | … | … | 1.18 | 3.59 | 3.53 | 3.52 | 2.40 | 1.61 | 2.62 | 2.82 | 3.14 | 3.08 | 3.08 | 3.18 | 4.13 | 3.70 | 4.00 | 4.81 | 4.29 | 4.46 | 4.13 | 3.86 | 3.89 | 4.02 | 3.66 | 3.63 | 4.27 | 4.59 | 5.20 | 4.44 | 4.76 | 5.21 | 5.25 | 5.62 |
Data as of 06/03/2026, Common starting date is 01/30/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTBAX (MAINSTAY TAX FREE BOND FUND CLASS A) |
-3.17%
Oct 2020 – Oct 2023 |
-0.29%
Jul 2020 – Jul 2025 |
1.74%
Oct 2012 – Oct 2022 |
3.01%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTBAX (MAINSTAY TAX FREE BOND FUND CLASS A) |
9.03%
Mar 2009 – Mar 2012 |
7.01%
Jan 2011 – Jan 2016 |
5.62%
Jan 2011 – Jan 2021 |
5.09%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart