Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTODX (MAINSTAY INCOME BUILDER FUND CLASS R6) | 11.65% | 22.09% | 15.68% | 7.25% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/01/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTODX (MAINSTAY INCOME BUILDER FUND CLASS R6) | 03/01/2018 | 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 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.84 | 22.09 | 15.68 | 7.25 | NA | NA | NA | … | … | 11.65 | 17.05 | 11.63 | 9.98 | -13.28 | 10.43 | 7.58 | 18.59 | -1.93 |
| Sharpe Ratio | NA | 2.41 | 1.37 | 0.46 | NA | NA | NA | … | … | 2.70 | 1.41 | 0.94 | 0.74 | -0.99 | 1.37 | 0.41 | 3.44 | -0.58 |
| Standard Deviation(%) | NA | 8.61 | 9.44 | 10.46 | NA | NA | NA | … | … | 10.42 | 10.11 | 8.55 | 8.63 | 14.89 | 7.60 | 17.86 | 4.98 | 6.52 |
| Draw Down(%) | NA | 6.61 | 9.80 | 21.48 | NA | NA | NA | … | … | 6.61 | 9.80 | 4.80 | 9.02 | 21.48 | 4.00 | 24.38 | 2.19 | 7.91 |
| Yield(%) | 0.00 | 3.17 | 3.71 | 3.80 | 3.80 | 2.53 | 1.90 | … | … | 1.63 | 3.09 | 3.61 | 3.36 | 2.37 | 8.37 | 2.65 | 7.72 | 4.32 |
Data as of 06/10/2026, Common starting date is 03/01/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTODX (MAINSTAY INCOME BUILDER FUND CLASS R6) |
-1.03%
Sep 2019 – Sep 2022 |
3.09%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTODX (MAINSTAY INCOME BUILDER FUND CLASS R6) |
17.29%
May 2023 – May 2026 |
8.50%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart