Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTMCX (MAINSTAY TOTAL RETURN BOND FUND CLASS C) | -0.61% | 2.97% | 4.29% | -1.16% | 0.77% | 1.30% | 2.43% | … | … |
Data as of 06/05/2026, Common starting date is 01/13/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTMCX (MAINSTAY TOTAL RETURN BOND FUND CLASS C) | 01/13/2004 | 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 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.54 | 2.97 | 4.29 | -1.16 | 0.77 | 1.30 | 2.43 | … | … | -0.61 | 6.29 | 3.23 | 6.53 | -16.46 | -4.59 | 7.20 | 8.05 | -2.39 | 3.50 | 3.66 | -2.59 | 3.56 | -1.87 | 6.88 | 6.00 | 6.94 | 5.94 | 3.58 | 4.72 | 3.42 | 0.53 | 2.18 |
| Sharpe Ratio | NA | 0.09 | 0.19 | -0.60 | -0.17 | NA | NA | … | … | -1.04 | 0.76 | -0.07 | 0.38 | -2.32 | -1.01 | 1.19 | 2.03 | -1.42 | 1.06 | 1.28 | -0.92 | 1.87 | -0.68 | 2.85 | 1.30 | 1.15 | 1.25 | 0.44 | 0.47 | 0.00 | -0.60 | 0.31 |
| Standard Deviation(%) | NA | 3.68 | 5.36 | 6.19 | 5.09 | NA | NA | … | … | 3.78 | 4.48 | 5.46 | 7.63 | 7.74 | 4.57 | 5.83 | 3.23 | 2.67 | 2.68 | 2.69 | 2.86 | 1.89 | 2.81 | 2.42 | 4.59 | 5.96 | 4.68 | 5.90 | 3.34 | 2.80 | 2.87 | 4.01 |
| Draw Down(%) | NA | 2.91 | 6.47 | 23.86 | 24.41 | NA | NA | … | … | 2.91 | 2.91 | 4.02 | 8.23 | 20.23 | 4.85 | 10.11 | 1.99 | 3.94 | 1.47 | 3.92 | 4.34 | 1.56 | 5.12 | 1.20 | 2.12 | 5.74 | 2.18 | 5.20 | 2.46 | 2.64 | 2.65 | 4.79 |
| Yield(%) | 0.00 | 3.19 | 3.58 | 2.45 | 2.09 | 2.29 | 2.79 | … | … | 1.12 | 3.66 | 3.98 | 3.09 | 2.02 | 1.28 | 1.48 | 1.75 | 1.56 | 1.47 | 2.01 | 1.82 | 2.60 | 2.28 | 2.78 | 4.82 | 3.95 | 2.33 | 2.98 | 3.87 | 3.23 | 2.53 | 2.33 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| MTMCX (MAINSTAY TOTAL RETURN BOND FUND CLASS C) |
-7.75%
Oct 2020 – Oct 2023 |
-2.68%
Oct 2017 – Oct 2022 |
-0.76%
Oct 2012 – Oct 2022 |
1.35%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTMCX (MAINSTAY TOTAL RETURN BOND FUND CLASS C) |
8.26%
Oct 2008 – Oct 2011 |
6.37%
Jul 2007 – Jul 2012 |
4.48%
May 2004 – May 2014 |
3.80%
Nov 2005 – Nov 2020 |
Annualized Rolling Returns Comparison Chart
