Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTINX (MAINSTAY INCOME BUILDER FUND INVESTOR CLASS) | 11.87% | 22.68% | 15.53% | 5.64% | 6.86% | 7.15% | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/03/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTINX (MAINSTAY INCOME BUILDER FUND INVESTOR CLASS) | 03/03/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.13 | 22.68 | 15.53 | 5.64 | 6.86 | 7.15 | NA | … | … | 11.87 | 16.30 | 10.84 | 9.46 | -13.73 | 4.09 | 7.01 | 18.00 | -6.19 | 12.00 | 8.96 | -3.88 | 7.51 | 18.04 | 14.20 | 3.19 | 13.92 | 22.14 | -22.90 |
| Sharpe Ratio | NA | 2.68 | 1.41 | 0.33 | 0.52 | NA | NA | … | … | 3.19 | 1.33 | 0.85 | 0.68 | -1.02 | 0.44 | 0.38 | 3.35 | -1.05 | 2.20 | 1.00 | -0.40 | 1.08 | 2.51 | 1.80 | 0.24 | 0.79 | 1.81 | -1.22 |
| Standard Deviation(%) | NA | 8.43 | 9.38 | 10.68 | 10.28 | NA | NA | … | … | 10.26 | 10.10 | 8.48 | 8.66 | 14.85 | 9.26 | 17.86 | 4.94 | 7.24 | 5.18 | 8.76 | 9.78 | 6.96 | 7.16 | 7.92 | 13.30 | 17.55 | 12.21 | 22.54 |
| Draw Down(%) | NA | 6.69 | 9.87 | 25.72 | 25.72 | NA | NA | … | … | 6.69 | 9.87 | 4.81 | 9.14 | 21.82 | 7.93 | 24.41 | 2.19 | 10.36 | 2.53 | 6.24 | 10.56 | 5.98 | 6.95 | 6.18 | 12.46 | 10.76 | 11.69 | 33.33 |
| Yield(%) | 0.32 | 2.57 | 3.09 | 2.28 | 3.60 | 4.72 | 4.02 | … | … | 1.38 | 2.49 | 2.98 | 2.81 | 1.94 | 2.31 | 2.16 | 7.25 | 3.76 | 5.24 | 3.25 | 6.33 | 8.01 | 6.64 | 3.85 | 3.80 | 3.81 | 2.75 | 1.45 |
Data as of 06/05/2026, Common starting date is 03/03/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTINX (MAINSTAY INCOME BUILDER FUND INVESTOR CLASS) |
-3.30%
Sep 2019 – Sep 2022 |
-0.15%
Sep 2017 – Sep 2022 |
2.90%
Oct 2013 – Oct 2023 |
4.61%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTINX (MAINSTAY INCOME BUILDER FUND INVESTOR CLASS) |
17.80%
Feb 2009 – Feb 2012 |
16.16%
Feb 2009 – Feb 2014 |
10.06%
Feb 2009 – Feb 2019 |
7.85%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart