Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTMAX (MAINSTAY TOTAL RETURN BOND FUND CLASS A) | -0.05% | 4.65% | 5.43% | -0.04% | 1.78% | 2.25% | 3.35% | … | … |
Data as of 06/03/2026, Common starting date is 01/15/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTMAX (MAINSTAY TOTAL RETURN BOND FUND CLASS A) | 01/15/2004 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.33 | 4.65 | 5.43 | -0.04 | 1.78 | 2.25 | 3.35 | … | … | -0.05 | 7.52 | 4.25 | 7.63 | -15.55 | -3.73 | 8.36 | 9.17 | -1.52 | 4.32 | 4.34 | -1.98 | 4.59 | -1.06 | 7.79 | 6.89 | 7.78 | 6.84 | 4.64 | 5.52 | 4.00 | 1.37 | 2.18 |
| Sharpe Ratio | NA | 0.60 | 0.49 | -0.41 | 0.04 | NA | NA | … | … | -0.46 | 1.03 | 0.11 | 0.53 | -2.20 | -0.80 | 1.41 | 2.34 | -1.07 | 1.32 | 1.45 | -0.71 | 2.41 | -0.38 | 3.29 | 1.48 | 1.29 | 1.41 | 0.61 | 0.68 | 0.21 | -0.29 | 0.32 |
| Standard Deviation(%) | NA | 3.85 | 5.42 | 6.21 | 5.11 | NA | NA | … | … | 3.94 | 4.52 | 5.43 | 7.63 | 7.74 | 4.68 | 5.72 | 3.29 | 2.74 | 2.78 | 2.85 | 2.83 | 1.90 | 2.84 | 2.37 | 4.62 | 5.96 | 4.78 | 5.99 | 3.51 | 2.81 | 3.05 | 4.02 |
| Draw Down(%) | NA | 2.75 | 6.24 | 22.99 | 23.04 | NA | NA | … | … | 2.75 | 2.92 | 3.69 | 7.70 | 19.49 | 4.52 | 10.04 | 2.09 | 3.24 | 1.41 | 3.69 | 3.98 | 1.29 | 4.97 | 1.11 | 2.22 | 5.62 | 2.10 | 5.05 | 2.41 | 2.41 | 2.50 | 4.67 |
| Yield(%) | 0.00 | 4.19 | 4.61 | 3.32 | 3.01 | 3.15 | 3.75 | … | … | 1.47 | 4.72 | 5.07 | 4.10 | 2.95 | 2.26 | 2.55 | 2.72 | 2.42 | 2.36 | 2.68 | 2.45 | 3.52 | 3.19 | 3.65 | 5.68 | 4.76 | 3.30 | 3.88 | 4.63 | 3.98 | 3.25 | 2.62 |
Data as of 06/03/2026, Common starting date is 01/15/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTMAX (MAINSTAY TOTAL RETURN BOND FUND CLASS A) |
-6.82%
Oct 2020 – Oct 2023 |
-1.71%
Oct 2017 – Oct 2022 |
0.14%
Oct 2012 – Oct 2022 |
2.28%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTMAX (MAINSTAY TOTAL RETURN BOND FUND CLASS A) |
9.16%
Oct 2008 – Oct 2011 |
7.28%
Jul 2007 – Jul 2012 |
5.29%
May 2004 – May 2014 |
4.68%
Nov 2005 – Nov 2020 |
Annualized Rolling Returns Comparison Chart