Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MXFEX (MainStay Floating Rate Fund Class R6) | 0.47% | 4.05% | 7.46% | 5.40% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/01/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MXFEX (MainStay Floating Rate Fund Class R6) | 03/01/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.05 | 7.46 | 5.40 | NA | NA | NA | … | … | 0.47 | 5.44 | 8.77 | 12.31 | -1.03 | 3.54 | 3.00 | 3.26 |
| Sharpe Ratio | NA | 0.84 | 1.70 | 1.05 | NA | NA | NA | … | … | -0.59 | 0.94 | 1.97 | 2.86 | -0.73 | 3.00 | 0.26 | 1.47 |
| Standard Deviation(%) | NA | 2.46 | 2.67 | 2.76 | NA | NA | NA | … | … | 2.33 | 2.72 | 2.61 | 3.05 | 3.37 | 1.17 | 10.36 | 1.70 |
| Draw Down(%) | NA | 1.72 | 2.56 | 5.96 | NA | NA | NA | … | … | 1.72 | 2.56 | 0.79 | 1.76 | 5.96 | 0.44 | 20.06 | 1.10 |
| Yield(%) | 0.00 | 6.54 | 7.75 | 6.34 | 3.98 | 2.66 | 1.99 | … | … | 2.16 | 7.34 | 8.26 | 8.54 | 4.61 | 3.06 | 3.67 | 3.41 |
Data as of 06/04/2026, Common starting date is 03/01/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXFEX (MainStay Floating Rate Fund Class R6) |
0.99%
Jun 2019 – Jun 2022 |
4.39%
Apr 2019 – Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXFEX (MainStay Floating Rate Fund Class R6) |
9.57%
Sep 2022 – Sep 2025 |
7.92%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart