Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSODX (MainStay MacKay California Tax Free Opportunities Fund Class R6) | 1.79% | 6.99% | 4.00% | 0.58% | NA | NA | NA | … | … |
Data as of 06/15/2026, Common starting date is 11/04/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSODX (MainStay MacKay California Tax Free Opportunities Fund Class R6) | 11/04/2019 | 06/15/2026 |
| 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 (%) | -0.10 | 6.99 | 4.00 | 0.58 | NA | NA | NA | … | … | 1.79 | 2.68 | 2.73 | 7.17 | -11.00 | 2.63 | 5.14 | 0.56 |
| Sharpe Ratio | NA | 1.60 | 0.18 | -0.45 | NA | NA | NA | … | … | 0.49 | -0.04 | -0.25 | 0.81 | -2.08 | 1.36 | 0.50 | 1.32 |
| Standard Deviation(%) | NA | 2.71 | 4.26 | 4.43 | NA | NA | NA | … | … | 3.12 | 4.96 | 3.54 | 4.38 | 6.00 | 1.92 | 9.69 | 1.93 |
| Draw Down(%) | NA | 2.96 | 6.32 | 16.95 | NA | NA | NA | … | … | 2.96 | 5.65 | 2.42 | 6.11 | 16.89 | 2.42 | 13.82 | 0.74 |
| Yield(%) | 0.00 | 3.67 | 3.74 | 3.01 | 1.99 | 1.32 | 0.99 | … | … | 1.47 | 3.59 | 3.78 | 3.81 | 2.66 | 2.42 | 2.81 | 0.46 |
Data as of 06/15/2026, 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 |
|---|---|---|---|---|
| MSODX (MainStay MacKay California Tax Free Opportunities Fund Class R6) |
-2.87%
Oct 2020 – Oct 2023 |
0.06%
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 |
|---|---|---|---|---|
| MSODX (MainStay MacKay California Tax Free Opportunities Fund Class R6) |
6.10%
Oct 2022 – Oct 2025 |
1.54%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart