Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MXFHX (MAINSTAY FLOATING RATE FUND CLASS R3) | NA | 9.61% | 3.88% | 3.73% | 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 |
|---|---|---|
| MXFHX (MAINSTAY FLOATING RATE 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 (%) | 0.11 | 9.61 | 3.88 | 3.73 | NA | NA | NA | … | … | 0.56 | 11.69 | -1.92 | 2.79 | 2.12 | 7.79 | -1.03 | 3.32 | 8.53 |
| Sharpe Ratio | NA | 1.99 | 0.69 | 0.45 | NA | NA | NA | … | … | 0.06 | 2.63 | -1.01 | 2.72 | 0.19 | 2.95 | -1.39 | 2.18 | 6.88 |
| Standard Deviation(%) | NA | 2.82 | 2.63 | 4.94 | NA | NA | NA | … | … | 2.08 | 2.85 | 3.29 | 1.02 | 9.92 | 2.16 | 1.69 | 1.24 | 1.46 |
| Draw Down(%) | NA | 1.71 | 6.58 | 20.17 | NA | NA | NA | … | … | 0.22 | 1.81 | 6.58 | 0.55 | 20.17 | 0.88 | 4.25 | 0.43 | 0.87 |
| Yield(%) | 0.00 | 7.81 | 4.63 | 4.15 | 3.26 | 2.17 | 1.63 | … | … | 0.67 | 7.86 | 3.72 | 2.32 | 2.82 | 4.41 | 4.00 | 3.49 | 2.80 |
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 |
|---|---|---|---|---|
| MXFHX (MAINSTAY FLOATING RATE FUND CLASS R3) |
-1.28%
Mar 2017 – Mar 2020 |
1.46%
Jun 2017 – Jun 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXFHX (MAINSTAY FLOATING RATE FUND CLASS R3) |
6.39%
Mar 2020 – Mar 2023 |
4.39%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart