Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTFHX (MainStay MacKay Strategic Municipal Allocation Fund Class R6) | 1.31% | 6.80% | 4.23% | 1.63% | 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 |
|---|---|---|
| MTFHX (MainStay MacKay Strategic Municipal Allocation Fund Class R6) | 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 | 6.80 | 4.23 | 1.63 | NA | NA | NA | … | … | 1.31 | 5.03 | 2.47 | 6.15 | -6.80 | 2.43 | 4.71 | 2.53 |
| Sharpe Ratio | NA | 1.85 | 0.38 | -0.28 | NA | NA | NA | … | … | 0.17 | 0.54 | -0.41 | 0.86 | -2.27 | 1.47 | 0.61 | 1.84 |
| Standard Deviation(%) | NA | 2.31 | 3.31 | 3.16 | NA | NA | NA | … | … | 2.69 | 4.02 | 2.82 | 2.92 | 3.63 | 1.63 | 7.27 | 2.07 |
| Draw Down(%) | NA | 2.78 | 4.32 | 11.57 | NA | NA | NA | … | … | 2.78 | 4.32 | 1.98 | 3.83 | 11.33 | 2.00 | 11.24 | 1.74 |
| Yield(%) | 0.00 | 3.47 | 3.65 | 3.15 | 2.10 | 1.40 | 1.05 | … | … | 1.19 | 3.73 | 3.76 | 3.75 | 2.49 | 2.88 | 2.15 | 1.52 |
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 |
|---|---|---|---|---|
| MTFHX (MainStay MacKay Strategic Municipal Allocation Fund Class R6) |
-1.19%
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 |
|---|---|---|---|---|
| MTFHX (MainStay MacKay Strategic Municipal Allocation Fund Class R6) |
5.82%
Oct 2022 – Oct 2025 |
2.37%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart