Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTRVX (MAINSTAY TOTAL RETURN BOND FUND CLASS R3) | NA | 4.78% | -3.21% | 0.64% | NA | NA | NA | … | … |
Data as of 02/26/2024, Common starting date is 03/02/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTRVX (MAINSTAY TOTAL RETURN BOND FUND CLASS R3) | 03/02/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.34 | 4.78 | -3.21 | 0.64 | NA | NA | NA | … | … | -0.81 | 7.27 | -15.84 | -1.10 | 8.97 | 8.84 | -1.83 | 3.99 | 2.94 |
| Sharpe Ratio | NA | 0.14 | -0.79 | -0.15 | NA | NA | NA | … | … | -1.40 | 0.40 | -2.22 | -0.34 | 1.54 | 2.25 | -1.16 | 1.28 | 1.19 |
| Standard Deviation(%) | NA | 7.34 | 6.69 | 5.96 | NA | NA | NA | … | … | 6.34 | 7.61 | 7.77 | 3.28 | 5.65 | 3.30 | 2.72 | 2.64 | 2.79 |
| Draw Down(%) | NA | 7.29 | 20.83 | 20.83 | NA | NA | NA | … | … | 2.52 | 7.82 | 19.70 | 3.72 | 10.04 | 2.09 | 3.49 | 1.44 | 3.78 |
| Yield(%) | 0.00 | 3.96 | 3.58 | 3.48 | 2.39 | 1.59 | 1.20 | … | … | 0.52 | 3.77 | 2.64 | 4.83 | 3.32 | 2.40 | 2.12 | 2.04 | 1.99 |
Data as of 02/26/2024, Common starting date is 03/02/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTRVX (MAINSTAY TOTAL RETURN BOND FUND CLASS R3) |
-5.85%
Oct 2020 – Oct 2023 |
-1.26%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTRVX (MAINSTAY TOTAL RETURN BOND FUND CLASS R3) |
6.01%
Jul 2018 – Jul 2021 |
3.76%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart