Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTRTX (MAINSTAY TOTAL RETURN BOND FUND CLASS R2) | NA | 5.03% | -2.99% | 0.92% | 1.36% | NA | NA | … | … |
Data as of 02/26/2024, Common starting date is 07/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTRTX (MAINSTAY TOTAL RETURN BOND FUND CLASS R2) | 07/02/2012 | 02/26/2024 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.22 | 5.03 | -2.99 | 0.92 | 1.36 | NA | NA | … | … | -0.79 | 7.52 | -15.64 | -0.85 | 9.54 | 9.01 | -1.58 | 4.25 | 4.07 | -1.82 | 4.51 | -1.14 | 3.57 |
| Sharpe Ratio | NA | 0.17 | -0.76 | -0.10 | 0.08 | NA | NA | … | … | -1.41 | 0.43 | -2.20 | -0.27 | 1.62 | 2.33 | -1.11 | 1.38 | 1.34 | -0.65 | 2.33 | -0.42 | 3.27 |
| Standard Deviation(%) | NA | 7.37 | 6.68 | 5.97 | 4.61 | NA | NA | … | … | 6.24 | 7.65 | 7.75 | 3.23 | 5.72 | 3.26 | 2.62 | 2.63 | 2.89 | 2.85 | 1.92 | 2.81 | 2.24 |
| Draw Down(%) | NA | 7.18 | 20.62 | 20.62 | 20.62 | NA | NA | … | … | 2.41 | 7.67 | 19.55 | 3.68 | 10.04 | 2.00 | 3.29 | 1.51 | 3.91 | 3.85 | 1.32 | 4.89 | 1.00 |
| Yield(%) | 0.00 | 4.20 | 3.79 | 3.73 | 3.06 | 2.38 | 1.78 | … | … | 0.54 | 4.00 | 2.85 | 5.07 | 3.60 | 2.65 | 2.37 | 2.29 | 2.41 | 2.61 | 3.44 | 3.11 | 1.90 |
Data as of 02/26/2024, Common starting date is 07/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTRTX (MAINSTAY TOTAL RETURN BOND FUND CLASS R2) |
-5.62%
Oct 2020 – Oct 2023 |
-0.96%
Oct 2017 – Oct 2022 |
0.48%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTRTX (MAINSTAY TOTAL RETURN BOND FUND CLASS R2) |
6.37%
Jul 2018 – Jul 2021 |
4.98%
Dec 2015 – Dec 2020 |
1.64%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart