Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MDHVX (MAINSTAY SHORT DURATION HIGH YIELD FUND INVESTOR CLASS) | 1.53% | 5.32% | 6.60% | 4.34% | 4.60% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 12/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDHVX (MAINSTAY SHORT DURATION HIGH YIELD FUND INVESTOR CLASS) | 12/19/2012 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.21 | 5.32 | 6.60 | 4.34 | 4.60 | NA | NA | … | … | 1.53 | 5.93 | 6.52 | 9.88 | -2.79 | 4.39 | 3.25 | 9.01 | -0.13 | 4.30 | 10.10 | 0.21 | -1.11 | 1.31 | -0.20 |
| Sharpe Ratio | NA | 1.58 | 1.61 | 0.72 | 0.87 | NA | NA | … | … | 0.58 | 1.28 | 1.78 | 2.42 | -1.11 | 2.99 | 0.35 | 4.30 | -0.88 | 3.18 | 3.31 | 0.09 | -0.54 | 0.61 | -4.62 |
| Standard Deviation(%) | NA | 1.69 | 2.11 | 2.56 | 3.44 | NA | NA | … | … | 1.90 | 2.38 | 1.63 | 2.60 | 3.81 | 1.46 | 8.63 | 1.75 | 1.72 | 1.15 | 2.99 | 2.14 | 2.10 | 2.09 | 1.52 |
| Draw Down(%) | NA | 1.06 | 2.66 | 6.25 | 18.04 | NA | NA | … | … | 1.06 | 2.66 | 0.74 | 1.63 | 6.25 | 1.01 | 18.04 | 0.66 | 2.79 | 0.90 | 3.24 | 3.96 | 3.95 | 2.86 | 0.30 |
| Yield(%) | 0.00 | 5.83 | 6.02 | 5.03 | 4.75 | 3.60 | 2.70 | … | … | 2.35 | 5.96 | 6.05 | 5.74 | 4.03 | 3.82 | 4.64 | 4.56 | 4.14 | 4.02 | 4.77 | 4.67 | 1.17 | 0.00 | 0.00 |
Data as of 06/08/2026, Common starting date is 12/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDHVX (MAINSTAY SHORT DURATION HIGH YIELD FUND INVESTOR CLASS) |
-0.46%
Feb 2013 – Feb 2016 |
1.61%
Mar 2015 – Mar 2020 |
2.91%
Feb 2013 – Feb 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDHVX (MAINSTAY SHORT DURATION HIGH YIELD FUND INVESTOR CLASS) |
8.08%
Sep 2022 – Sep 2025 |
7.03%
Mar 2020 – Mar 2025 |
5.16%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart