Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTSPX (MainStay MacKay Tax Free Bond Fund Class C2) | 1.25% | 6.62% | 3.12% | 0.04% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTSPX (MainStay MacKay Tax Free Bond Fund Class C2) | 09/01/2020 | 06/05/2026 |
| 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 (%) | 0.11 | 6.62 | 3.12 | 0.04 | NA | NA | NA | … | … | 1.25 | 3.60 | 0.91 | 5.81 | -10.74 | 1.60 | 2.37 |
| Sharpe Ratio | NA | 1.46 | 0.07 | -0.59 | NA | NA | NA | … | … | 0.10 | 0.15 | -0.76 | 0.52 | -2.35 | 0.94 | 5.11 |
| Standard Deviation(%) | NA | 2.76 | 4.15 | 4.14 | NA | NA | NA | … | … | 3.20 | 4.82 | 3.55 | 4.16 | 5.19 | 1.67 | 1.41 |
| Draw Down(%) | NA | 3.06 | 6.17 | 16.11 | NA | NA | NA | … | … | 3.06 | 5.20 | 2.68 | 6.74 | 15.87 | 2.22 | 0.68 |
| Yield(%) | 0.00 | 2.99 | 3.04 | 2.49 | 1.41 | 0.94 | 0.71 | … | … | 1.03 | 3.16 | 3.09 | 3.07 | 2.23 | 1.98 | 0.64 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| MTSPX (MainStay MacKay Tax Free Bond Fund Class C2) |
-3.27%
Oct 2020 – Oct 2023 |
0.04%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTSPX (MainStay MacKay Tax Free Bond Fund Class C2) |
5.09%
Oct 2022 – Oct 2025 |
0.71%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart