Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTBDX (MainStay MacKay Tax Free Bond Fund Class R6) | 1.40% | 7.37% | 3.84% | 0.68% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/04/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTBDX (MainStay MacKay Tax Free Bond Fund Class R6) | 11/04/2019 | 06/10/2026 |
| 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 (%) | -0.11 | 7.37 | 3.84 | 0.68 | NA | NA | NA | … | … | 1.40 | 4.38 | 1.66 | 6.59 | -10.14 | 2.35 | 6.48 | 0.68 |
| Sharpe Ratio | NA | 1.65 | 0.15 | -0.42 | NA | NA | NA | … | … | 0.33 | 0.31 | -0.54 | 0.70 | -2.20 | 1.33 | 0.73 | 1.78 |
| Standard Deviation(%) | NA | 2.85 | 4.20 | 4.21 | NA | NA | NA | … | … | 3.22 | 4.88 | 3.63 | 4.22 | 5.28 | 1.75 | 8.47 | 1.89 |
| Draw Down(%) | NA | 3.05 | 5.99 | 15.39 | NA | NA | NA | … | … | 3.05 | 5.23 | 2.63 | 6.39 | 15.38 | 2.31 | 11.89 | 0.58 |
| Yield(%) | 0.00 | 3.71 | 3.76 | 3.13 | 2.08 | 1.39 | 1.04 | … | … | 1.28 | 3.90 | 3.82 | 3.81 | 2.89 | 2.71 | 2.91 | 0.48 |
Data as of 06/10/2026, Common starting date is 11/04/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTBDX (MainStay MacKay Tax Free Bond Fund Class R6) |
-2.54%
Oct 2020 – Oct 2023 |
0.19%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTBDX (MainStay MacKay Tax Free Bond Fund Class R6) |
5.88%
Oct 2022 – Oct 2025 |
1.49%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart