Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTOIX (MAINSTAY INCOME BUILDER FUND CLASS I) | 13.35% | 25.12% | 16.57% | 6.53% | 7.43% | 7.64% | 6.89% | … | … |
Data as of 06/03/2026, Common starting date is 01/13/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTOIX (MAINSTAY INCOME BUILDER FUND CLASS I) | 01/13/2004 | 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 (%) | 1.20 | 25.12 | 16.57 | 6.53 | 7.43 | 7.64 | 6.89 | … | … | 13.35 | 16.95 | 11.53 | 9.84 | -13.31 | 4.55 | 7.53 | 18.41 | -5.36 | 11.26 | 9.42 | -3.51 | 7.99 | 18.72 | 14.82 | 3.84 | 14.52 | 22.83 | -26.62 | 7.15 | 9.67 | 7.17 | 5.62 |
| Sharpe Ratio | NA | 2.71 | 1.46 | 0.37 | 0.56 | NA | NA | … | … | 3.17 | 1.40 | 0.93 | 0.72 | -1.00 | 0.49 | 0.41 | 3.42 | -0.95 | 2.03 | 1.05 | -0.36 | 1.14 | 2.62 | 1.88 | 0.29 | 0.82 | 1.86 | -1.29 | 0.38 | 0.82 | 0.60 | 0.59 |
| Standard Deviation(%) | NA | 8.40 | 9.36 | 10.66 | 10.27 | NA | NA | … | … | 10.20 | 10.11 | 8.47 | 8.64 | 14.86 | 9.20 | 17.88 | 4.95 | 7.15 | 5.25 | 8.75 | 9.81 | 6.97 | 7.13 | 7.94 | 13.31 | 17.58 | 12.21 | 21.31 | 10.66 | 7.68 | 8.20 | 8.17 |
| Draw Down(%) | NA | 6.65 | 9.82 | 25.40 | 25.40 | NA | NA | … | … | 6.65 | 9.82 | 4.76 | 9.04 | 21.54 | 7.83 | 24.40 | 2.15 | 9.67 | 2.56 | 6.20 | 10.39 | 5.88 | 6.95 | 6.06 | 12.29 | 10.70 | 11.63 | 34.09 | 6.85 | 6.20 | 5.20 | 8.03 |
| Yield(%) | 0.00 | 2.68 | 3.48 | 2.64 | 4.06 | 5.18 | 5.05 | … | … | 1.20 | 2.99 | 3.51 | 3.28 | 2.30 | 2.75 | 2.57 | 7.60 | 4.46 | 5.60 | 3.64 | 6.67 | 8.43 | 7.15 | 4.42 | 4.36 | 4.39 | 3.39 | 2.26 | 14.46 | 10.34 | 5.74 | 3.29 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| MTOIX (MAINSTAY INCOME BUILDER FUND CLASS I) |
-7.73%
Feb 2006 – Feb 2009 |
-2.20%
Feb 2004 – Feb 2009 |
3.29%
Oct 2013 – Oct 2023 |
4.07%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTOIX (MAINSTAY INCOME BUILDER FUND CLASS I) |
18.49%
Feb 2009 – Feb 2012 |
16.81%
Feb 2009 – Feb 2014 |
10.53%
Feb 2009 – Feb 2019 |
8.32%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart