Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTMSX (MainStay MacKay Total Return Bond Fund Simple Class) | 0.11% | 4.02% | 5.30% | 0.25% | 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 |
|---|---|---|
| MTMSX (MainStay MacKay Total Return Bond 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 (%) | -0.33 | 4.02 | 5.30 | 0.25 | NA | NA | NA | … | … | 0.11 | 7.19 | 4.20 | 7.38 | -16.00 | -1.11 | 1.45 |
| Sharpe Ratio | NA | 0.52 | 0.45 | -0.36 | NA | NA | NA | … | … | -0.51 | 0.95 | 0.10 | 0.49 | -2.25 | -0.35 | 1.57 |
| Standard Deviation(%) | NA | 3.79 | 5.49 | 6.07 | NA | NA | NA | … | … | 3.89 | 4.53 | 5.53 | 7.69 | 7.78 | 3.27 | 2.76 |
| Draw Down(%) | NA | 2.77 | 6.34 | 21.07 | NA | NA | NA | … | … | 2.77 | 2.90 | 3.81 | 7.79 | 19.89 | 3.71 | 1.25 |
| Yield(%) | 0.00 | 3.99 | 4.44 | 3.66 | 2.03 | 1.35 | 1.01 | … | … | 1.41 | 4.54 | 4.91 | 3.89 | 2.47 | 4.70 | 1.69 |
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 |
|---|---|---|---|---|
| MTMSX (MainStay MacKay Total Return Bond Fund Simple Class) |
-5.91%
Oct 2020 – Oct 2023 |
-0.08%
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 |
|---|---|---|---|---|
| MTMSX (MainStay MacKay Total Return Bond Fund Simple Class) |
7.32%
Oct 2022 – Oct 2025 |
0.79%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart