Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTFCX (MAINSTAY TAX FREE BOND FUND CLASS C) | 1.51% | 6.97% | 3.29% | 0.06% | 1.75% | 3.20% | 3.12% | … | … |
Data as of 06/04/2026, Common starting date is 09/29/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTFCX (MAINSTAY TAX FREE BOND FUND CLASS C) | 09/29/1998 | 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 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.43 | 6.97 | 3.29 | 0.06 | 1.75 | 3.20 | 3.12 | … | … | 1.51 | 3.62 | 1.05 | 6.06 | -10.86 | 0.88 | 5.79 | 7.26 | 1.26 | 5.25 | 0.22 | 3.43 | 12.15 | -4.31 | 10.59 | 10.36 | 2.35 | 13.26 | -8.05 | 0.13 | 4.14 | 2.60 | 2.56 | 2.33 | 8.35 | 3.77 | 11.71 | -6.94 | 0.21 |
| Sharpe Ratio | NA | 1.46 | 0.09 | -0.60 | 0.03 | NA | NA | … | … | 0.13 | 0.15 | -0.73 | 0.60 | -2.38 | 0.49 | 0.64 | 3.01 | -0.07 | 2.00 | 0.00 | 1.83 | 6.46 | -1.08 | 4.88 | 3.79 | 0.65 | 3.98 | -1.46 | -1.26 | 0.31 | 0.16 | 0.49 | 0.42 | 2.62 | 0.50 | 3.21 | -3.24 | -0.60 |
| Standard Deviation(%) | NA | 2.77 | 4.15 | 4.14 | 4.25 | NA | NA | … | … | 3.16 | 4.90 | 3.51 | 4.08 | 5.18 | 1.73 | 8.55 | 1.92 | 1.86 | 2.31 | 3.02 | 1.86 | 1.88 | 4.01 | 2.18 | 2.72 | 3.47 | 3.31 | 6.17 | 2.41 | 2.34 | 2.20 | 3.20 | 3.89 | 2.75 | 2.66 | 2.33 | 3.18 | 3.72 |
| Draw Down(%) | NA | 2.95 | 6.13 | 16.58 | 16.58 | NA | NA | … | … | 2.95 | 5.18 | 2.56 | 6.67 | 15.84 | 2.31 | 11.89 | 1.63 | 1.70 | 1.39 | 6.51 | 2.16 | 0.90 | 9.75 | 1.95 | 3.25 | 6.42 | 3.03 | 13.18 | 3.59 | 1.86 | 2.11 | 6.06 | 6.53 | 3.15 | 4.08 | 2.96 | 8.62 | 2.70 |
| Yield(%) | 0.00 | 3.11 | 3.17 | 2.47 | 2.53 | 3.16 | 3.18 | … | … | 1.07 | 3.29 | 3.22 | 3.21 | 2.19 | 1.25 | 2.32 | 2.55 | 2.91 | 2.85 | 2.85 | 2.96 | 3.81 | 3.40 | 3.67 | 4.48 | 3.95 | 4.06 | 3.80 | 3.62 | 3.63 | 3.77 | 3.30 | 3.39 | 4.03 | 4.34 | 4.93 | 4.20 | 1.47 |
Data as of 06/04/2026, Common starting date is 09/29/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTFCX (MAINSTAY TAX FREE BOND FUND CLASS C) |
-3.46%
Oct 2020 – Oct 2023 |
-0.59%
Jul 2020 – Jul 2025 |
1.47%
Oct 2012 – Oct 2022 |
2.71%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTFCX (MAINSTAY TAX FREE BOND FUND CLASS C) |
8.70%
Mar 2009 – Mar 2012 |
6.70%
Jan 2011 – Jan 2016 |
5.32%
Jan 2011 – Jan 2021 |
4.78%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart