Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MXFBX (MAINSTAY FLOATING RATE FUND CLASS B) | NA | 0.41% | 2.59% | 3.05% | 2.39% | NA | NA | … | … |
Data as of 03/30/2015, Common starting date is 05/05/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MXFBX (MAINSTAY FLOATING RATE FUND CLASS B) | 05/05/2004 | 03/30/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.11 | 0.41 | 2.59 | 3.05 | 2.39 | NA | NA | … | … | 1.66 | -0.89 | 3.33 | 6.39 | 0.83 | 7.16 | 32.71 | -23.79 | 0.41 | 4.73 | -0.24 | 0.40 |
| Sharpe Ratio | NA | 0.21 | 1.74 | 1.58 | 0.52 | NA | NA | … | … | 5.48 | -0.51 | 2.93 | 4.35 | 0.27 | 4.29 | 9.24 | -4.14 | -1.44 | 1.08 | -2.85 | -0.70 |
| Standard Deviation(%) | NA | 1.87 | 1.48 | 1.91 | 2.83 | NA | NA | … | … | 1.31 | 1.79 | 1.13 | 1.47 | 3.01 | 1.65 | 3.53 | 5.95 | 1.82 | 1.34 | 0.85 | 0.72 |
| Draw Down(%) | NA | 2.99 | 2.99 | 5.27 | 27.45 | NA | NA | … | … | 0.32 | 2.99 | 1.31 | 1.41 | 5.27 | 2.01 | 2.19 | 25.80 | 3.50 | 0.20 | 0.99 | 0.40 |
| Yield(%) | 0.00 | 2.38 | 2.84 | 2.85 | 2.85 | 1.91 | 1.43 | … | … | 0.47 | 2.36 | 2.97 | 3.19 | 2.93 | 2.56 | 2.67 | 3.03 | 4.88 | 5.12 | 0.36 | 0.00 |
Data as of 03/30/2015, Common starting date is 05/05/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXFBX (MAINSTAY FLOATING RATE FUND CLASS B) |
-7.11%
Dec 2005 – Dec 2008 |
-0.28%
Jun 2004 – Jun 2009 |
2.25%
Dec 2004 – Dec 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXFBX (MAINSTAY FLOATING RATE FUND CLASS B) |
12.77%
Dec 2008 – Dec 2011 |
9.53%
Dec 2008 – Dec 2013 |
2.45%
Jun 2004 – Jun 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart