Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MXFNX (MAINSTAY FLOATING RATE FUND INVESTOR CLASS) | 0.42% | 3.69% | 6.96% | 4.79% | 4.28% | 3.86% | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/29/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MXFNX (MAINSTAY FLOATING RATE FUND INVESTOR CLASS) | 02/29/2008 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.69 | 6.96 | 4.79 | 4.28 | 3.86 | NA | … | … | 0.42 | 4.91 | 8.15 | 11.79 | -1.59 | 2.20 | 2.39 | 8.18 | -0.68 | 3.74 | 8.43 | -0.27 | 0.30 | 4.11 | 7.19 | 1.58 | 7.91 | 33.70 | -18.99 |
| Sharpe Ratio | NA | 0.68 | 1.60 | 0.86 | 0.70 | NA | NA | … | … | -0.61 | 0.79 | 1.86 | 2.94 | -0.92 | 2.18 | 0.21 | 3.12 | -1.13 | 2.39 | 4.87 | -0.19 | 0.16 | 3.02 | 4.39 | 0.50 | 4.55 | 9.36 | -3.71 |
| Standard Deviation(%) | NA | 2.41 | 2.53 | 2.63 | 3.81 | NA | NA | … | … | 2.41 | 2.57 | 2.43 | 2.79 | 3.30 | 1.00 | 9.96 | 2.15 | 1.82 | 1.30 | 1.68 | 1.53 | 1.83 | 1.35 | 1.64 | 3.11 | 1.72 | 3.59 | 6.19 |
| Draw Down(%) | NA | 1.91 | 2.61 | 6.39 | 20.03 | NA | NA | … | … | 1.91 | 2.61 | 0.79 | 1.71 | 6.39 | 0.55 | 20.03 | 0.99 | 4.30 | 0.43 | 1.27 | 3.60 | 2.75 | 1.24 | 1.35 | 5.29 | 1.95 | 2.12 | 24.97 |
| Yield(%) | 0.00 | 6.09 | 7.27 | 5.76 | 4.75 | 4.28 | 3.96 | … | … | 2.00 | 6.85 | 7.81 | 8.07 | 3.95 | 1.74 | 3.19 | 4.78 | 4.36 | 3.79 | 3.70 | 3.58 | 3.57 | 3.73 | 3.94 | 3.67 | 3.26 | 3.51 | 3.35 |
Data as of 06/03/2026, Common starting date is 02/29/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXFNX (MAINSTAY FLOATING RATE FUND INVESTOR CLASS) |
-0.93%
Mar 2017 – Mar 2020 |
0.80%
Mar 2015 – Mar 2020 |
2.33%
Mar 2010 – Mar 2020 |
3.35%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXFNX (MAINSTAY FLOATING RATE FUND INVESTOR CLASS) |
13.59%
Dec 2008 – Dec 2011 |
10.34%
Dec 2008 – Dec 2013 |
6.25%
Nov 2008 – Nov 2018 |
5.64%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart