Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTFFX (MainStay MacKay Strategic Municipal Allocation Fund Class C) | 1.30% | 6.17% | 3.66% | 0.94% | NA | NA | NA | … | … |
Data as of 06/15/2026, Common starting date is 07/01/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTFFX (MainStay MacKay Strategic Municipal Allocation Fund Class C) | 07/01/2019 | 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 | 6.17 | 3.66 | 0.94 | NA | NA | NA | … | … | 1.30 | 4.39 | 1.89 | 5.45 | -7.55 | 1.78 | 4.06 | 2.26 |
| Sharpe Ratio | NA | 1.51 | 0.14 | -0.52 | NA | NA | NA | … | … | 0.16 | 0.38 | -0.63 | 0.63 | -2.51 | 1.14 | 0.52 | 1.63 |
| Standard Deviation(%) | NA | 2.26 | 3.23 | 3.10 | NA | NA | NA | … | … | 2.56 | 3.92 | 2.75 | 2.88 | 3.59 | 1.55 | 7.26 | 2.01 |
| Draw Down(%) | NA | 2.78 | 4.26 | 12.27 | NA | NA | NA | … | … | 2.78 | 4.26 | 2.02 | 3.98 | 11.81 | 2.00 | 11.24 | 1.75 |
| Yield(%) | 0.00 | 3.18 | 3.17 | 2.60 | 1.70 | 1.14 | 0.85 | … | … | 1.29 | 3.11 | 3.21 | 3.09 | 1.84 | 2.11 | 1.54 | 1.26 |
Data as of 06/15/2026, Common starting date is 07/01/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTFFX (MainStay MacKay Strategic Municipal Allocation Fund Class C) |
-1.85%
Oct 2019 – Oct 2022 |
0.63%
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 |
|---|---|---|---|---|
| MTFFX (MainStay MacKay Strategic Municipal Allocation Fund Class C) |
5.21%
Oct 2022 – Oct 2025 |
1.70%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart