Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTMBX (MAINSTAY TOTAL RETURN BOND FUND CLASS B) | NA | 4.07% | -4.12% | 0.01% | 0.55% | 2.04% | 2.20% | … | … |
Data as of 02/21/2024, Common starting date is 01/13/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTMBX (MAINSTAY TOTAL RETURN BOND FUND CLASS B) | 01/13/2004 | 02/21/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.11 | 4.07 | -4.12 | 0.01 | 0.55 | 2.04 | 2.20 | … | … | -1.19 | 6.53 | -16.40 | -1.75 | 8.42 | 8.16 | -2.49 | 3.51 | 3.67 | -2.59 | 3.56 | -1.88 | 6.88 | 6.01 | 6.94 | 5.94 | 3.58 | 4.73 | 3.32 | 0.53 | 1.58 |
| Sharpe Ratio | NA | -0.04 | -0.93 | -0.25 | -0.10 | NA | NA | … | … | -1.78 | 0.30 | -2.29 | -0.53 | 1.44 | 2.03 | -1.40 | 1.08 | 1.23 | -0.91 | 1.94 | -0.67 | 2.91 | 1.29 | 1.15 | 1.24 | 0.45 | 0.51 | 0.02 | -0.57 | 0.17 |
| Standard Deviation(%) | NA | 7.46 | 6.73 | 6.00 | 4.63 | NA | NA | … | … | 6.69 | 7.67 | 7.79 | 3.33 | 5.65 | 3.32 | 2.73 | 2.67 | 2.82 | 2.88 | 1.82 | 2.84 | 2.37 | 4.65 | 5.94 | 4.70 | 5.86 | 3.43 | 2.82 | 2.89 | 3.96 |
| Draw Down(%) | NA | 7.71 | 21.48 | 21.57 | 21.57 | NA | NA | … | … | 2.51 | 8.35 | 20.17 | 3.89 | 10.04 | 2.09 | 3.95 | 1.57 | 3.83 | 4.37 | 1.47 | 5.22 | 1.20 | 2.22 | 5.74 | 2.19 | 5.12 | 2.46 | 2.67 | 2.65 | 4.78 |
| Yield(%) | 0.00 | 3.30 | 2.96 | 2.84 | 2.29 | 2.82 | 2.80 | … | … | 0.46 | 3.09 | 2.02 | 4.18 | 2.66 | 1.75 | 1.55 | 1.48 | 2.02 | 1.82 | 2.60 | 2.29 | 2.79 | 4.83 | 3.96 | 2.34 | 2.98 | 3.89 | 3.23 | 2.53 | 1.74 |
Data as of 02/21/2024, Common starting date is 01/13/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTMBX (MAINSTAY TOTAL RETURN BOND FUND CLASS B) |
-6.51%
Oct 2020 – Oct 2023 |
-1.88%
Oct 2017 – Oct 2022 |
-0.34%
Oct 2012 – Oct 2022 |
1.79%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTMBX (MAINSTAY TOTAL RETURN BOND FUND CLASS B) |
8.23%
Oct 2008 – Oct 2011 |
6.36%
Jul 2007 – Jul 2012 |
4.40%
May 2004 – May 2014 |
3.80%
Nov 2005 – Nov 2020 |
Annualized Rolling Returns Comparison Chart