Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTRDX (MAINSTAY TOTAL RETURN BOND FUND CLASS R6) | 0.28% | 4.43% | 5.89% | 0.89% | 2.57% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTRDX (MAINSTAY TOTAL RETURN BOND FUND CLASS R6) | 01/02/2015 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.44 | 4.43 | 5.89 | 0.89 | 2.57 | NA | NA | … | … | 0.28 | 7.84 | 4.66 | 8.07 | -15.30 | -0.44 | 9.95 | 9.57 | -1.16 | 4.72 | 4.75 | -1.57 |
| Sharpe Ratio | NA | 0.63 | 0.55 | -0.26 | 0.20 | NA | NA | … | … | -0.39 | 1.10 | 0.19 | 0.58 | -2.17 | -0.14 | 1.70 | 2.40 | -0.95 | 1.53 | 1.61 | -0.54 |
| Standard Deviation(%) | NA | 3.87 | 5.46 | 6.05 | 5.00 | NA | NA | … | … | 3.95 | 4.54 | 5.43 | 7.70 | 7.72 | 3.27 | 5.68 | 3.38 | 2.67 | 2.67 | 2.81 | 2.97 |
| Draw Down(%) | NA | 2.60 | 6.25 | 20.35 | 20.35 | NA | NA | … | … | 2.60 | 2.92 | 3.67 | 7.36 | 19.32 | 3.52 | 10.04 | 2.09 | 3.08 | 1.38 | 3.67 | 3.64 |
| Yield(%) | 0.00 | 4.50 | 5.01 | 4.21 | 3.78 | 2.77 | 2.08 | … | … | 1.59 | 5.14 | 5.47 | 4.51 | 3.21 | 5.48 | 4.07 | 3.09 | 2.78 | 2.75 | 3.08 | 3.04 |
Data as of 06/04/2026, Common starting date is 01/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTRDX (MAINSTAY TOTAL RETURN BOND FUND CLASS R6) |
-5.21%
Oct 2020 – Oct 2023 |
-0.56%
Oct 2017 – Oct 2022 |
2.25%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTRDX (MAINSTAY TOTAL RETURN BOND FUND CLASS R6) |
7.95%
Oct 2022 – Oct 2025 |
5.49%
Dec 2015 – Dec 2020 |
3.10%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart