Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTFGX (MainStay MacKay Strategic Municipal Allocation Fund Class I) | 1.41% | 6.73% | 4.22% | 1.62% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/01/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTFGX (MainStay MacKay Strategic Municipal Allocation Fund Class I) | 07/01/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | 6.73 | 4.22 | 1.62 | NA | NA | NA | … | … | 1.41 | 4.94 | 2.33 | 6.24 | -6.82 | 2.44 | 4.70 | 2.52 |
| Sharpe Ratio | NA | 1.73 | 0.36 | -0.29 | NA | NA | NA | … | … | 0.16 | 0.52 | -0.44 | 0.88 | -2.25 | 1.43 | 0.61 | 1.84 |
| Standard Deviation(%) | NA | 2.42 | 3.34 | 3.19 | NA | NA | NA | … | … | 2.84 | 3.98 | 2.92 | 2.95 | 3.68 | 1.68 | 7.27 | 2.07 |
| Draw Down(%) | NA | 2.78 | 4.22 | 11.59 | NA | NA | NA | … | … | 2.78 | 4.22 | 1.97 | 3.83 | 11.35 | 2.00 | 11.24 | 1.74 |
| Yield(%) | 0.00 | 3.40 | 3.61 | 3.12 | 2.09 | 1.39 | 1.04 | … | … | 1.19 | 3.63 | 3.74 | 3.72 | 2.47 | 2.90 | 2.17 | 1.51 |
Data as of 06/04/2026, Common starting date is 07/01/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTFGX (MainStay MacKay Strategic Municipal Allocation Fund Class I) |
-1.16%
Oct 2019 – Oct 2022 |
1.31%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTFGX (MainStay MacKay Strategic Municipal Allocation Fund Class I) |
5.78%
Oct 2022 – Oct 2025 |
2.35%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart