NasdaqGM - Delayed Quote USD

MainStay Short Term Bond Fund S (0P0001K7YB)

9.13 -0.01 (-0.11%)
At close: April 5 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.55%
5y Average Return 0.00%
Number of Years Up 1
Number of Years Down 2
Best 1Y Total Return (Apr 5, 2024) 4.23%
Worst 1Y Total Return (Apr 5, 2024) --
Best 3Y Total Return 4.23%
Worst 3Y Total Return -0.66%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001K7YB
Category
YTD
0.66%
0.44%
1-Month
0.48%
0.02%
3-Month
0.66%
0.56%
1-Year
3.84%
2.65%
3-Year
-0.38%
3.38%
5-Year
1.23%
2.40%
10-Year
1.53%
2.01%
Last Bull Market
0.74%
2.63%
Last Bear Market
-1.57%
-0.33%

Annual Total Return (%) History

Year
0P0001K7YB
Category
2024
--
--
2023
4.23%
--
2022
-4.95%
--
2021
-1.06%
--
2020
--
3.81%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 0.66% -- -- --
2023 1.04% -0.19% 0.50% 2.85%
2022 -2.88% -1.57% -1.49% 0.93%
2021 -0.19% 0.14% -0.13% -0.88%
2020 0.68% -- -- --

Rank in Category (By Total Return)

YTD 62
1-Month 78
3-Month 62
1-Year 82
3-Year 85
5-Year 74

Load Adjusted Returns

1-Year 3.84%
3-Year -0.38%
5-Year 1.23%
10-Year 1.53%

Performance & Risk

YTD Return 0.55%
5y Average Return 0.00%
Rank in Category (ytd) 62
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.27
Morningstar Risk Rating

Fund Overview

Category Short-Term Bond
Fund Family New York Life Investment Management LLC
Net Assets 170.32M
YTD Return 0.66%
Yield 4.09%
Morningstar Rating
Inception Date Jan 02, 2004

Fund Summary

The fund, under normal circumstances, invests at least 80% of its assets (net assets plus any borrowings for investment purposes) in debt securities. Under normal circumstances, it invests at least 80% of net assets in investment grade quality bonds of various types as rated by a nationally recognized statistical rating organization ("NRSRO"), or if unrated, judged to be of comparable quality by NYL Investors LLC, the fund's Subadvisor. The fund may invest up to 20% of its net assets in bonds rated below investment grade by a NRSRO, commonly referred to as "high yield" or "junk" bonds.

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