Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTISX (MainStay Income Builder Fund Simple Class) | 13.30% | 24.26% | 16.05% | 9.24% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTISX (MainStay Income Builder Fund Simple Class) | 09/01/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.14 | 24.26 | 16.05 | 9.24 | NA | NA | NA | … | … | 13.30 | 16.37 | 10.82 | 9.46 | -4.43 | 9.58 | 6.51 |
| Sharpe Ratio | NA | 2.65 | 1.40 | 0.58 | NA | NA | NA | … | … | 3.11 | 1.34 | 0.85 | 0.68 | -0.31 | 1.26 | 2.29 |
| Standard Deviation(%) | NA | 8.39 | 9.37 | 11.59 | NA | NA | NA | … | … | 10.19 | 10.11 | 8.50 | 8.64 | 18.78 | 7.56 | 9.06 |
| Draw Down(%) | NA | 6.69 | 9.87 | 21.96 | NA | NA | NA | … | … | 6.69 | 9.87 | 4.81 | 9.13 | 21.96 | 4.06 | 4.57 |
| Yield(%) | 0.00 | 2.23 | 2.98 | 4.79 | 2.89 | 1.92 | 1.44 | … | … | 1.06 | 2.50 | 3.02 | 2.81 | 10.12 | 7.63 | 0.59 |
Data as of 06/04/2026, Common starting date is 09/01/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTISX (MainStay Income Builder Fund Simple Class) |
3.43%
Apr 2021 – Apr 2024 |
8.13%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTISX (MainStay Income Builder Fund Simple Class) |
18.84%
Sep 2022 – Sep 2025 |
9.98%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart