Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MXFCX (MAINSTAY FLOATING RATE FUND CLASS C) | 0.04% | 2.86% | 6.18% | 4.04% | 3.54% | 3.11% | 3.10% | … | … |
Data as of 06/04/2026, Common starting date is 11/29/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MXFCX (MAINSTAY FLOATING RATE FUND CLASS C) | 11/29/2005 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.86 | 6.18 | 4.04 | 3.54 | 3.11 | 3.10 | … | … | 0.04 | 4.13 | 7.34 | 11.10 | -2.38 | 1.69 | 1.73 | 7.37 | -1.41 | 2.85 | 7.60 | -1.01 | -0.44 | 3.33 | 6.51 | 0.71 | 7.28 | 32.84 | -22.94 | 1.30 | 5.03 | 0.36 |
| Sharpe Ratio | NA | 0.34 | 1.34 | 0.60 | 0.51 | NA | NA | … | … | -1.11 | 0.51 | 1.62 | 2.72 | -1.17 | 1.81 | 0.15 | 2.86 | -1.70 | 1.75 | 4.87 | -0.67 | -0.25 | 2.73 | 4.22 | 0.23 | 4.60 | 9.33 | -4.00 | -1.09 | 1.23 | 0.74 |
| Standard Deviation(%) | NA | 2.21 | 2.41 | 2.54 | 3.75 | NA | NA | … | … | 2.16 | 2.44 | 2.30 | 2.77 | 3.27 | 0.92 | 9.91 | 2.06 | 1.65 | 1.26 | 1.52 | 1.55 | 1.78 | 1.21 | 1.54 | 3.00 | 1.56 | 3.51 | 5.95 | 1.70 | 1.32 | 1.86 |
| Draw Down(%) | NA | 1.92 | 2.68 | 6.80 | 20.22 | NA | NA | … | … | 1.92 | 2.68 | 0.79 | 1.85 | 6.80 | 0.51 | 20.22 | 0.88 | 4.42 | 0.43 | 1.33 | 3.95 | 3.00 | 1.42 | 1.52 | 5.37 | 2.01 | 2.19 | 24.98 | 3.25 | 0.18 | 0.20 |
| Yield(%) | 0.00 | 5.41 | 6.54 | 5.09 | 4.06 | 3.58 | 3.49 | … | … | 1.75 | 6.11 | 7.05 | 7.33 | 3.28 | 1.24 | 2.46 | 4.01 | 3.61 | 3.03 | 2.91 | 2.82 | 2.82 | 2.97 | 3.19 | 2.92 | 2.56 | 2.94 | 4.10 | 5.74 | 5.30 | 0.36 |
Data as of 06/04/2026, Common starting date is 11/29/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXFCX (MAINSTAY FLOATING RATE FUND CLASS C) |
-6.41%
Dec 2005 – Dec 2008 |
0.02%
Mar 2015 – Mar 2020 |
1.57%
Mar 2010 – Mar 2020 |
2.00%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXFCX (MAINSTAY FLOATING RATE FUND CLASS C) |
12.80%
Dec 2008 – Dec 2011 |
9.58%
Dec 2008 – Dec 2013 |
5.49%
Nov 2008 – Nov 2018 |
4.89%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart
