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ISIN
US56062F7722
CUSIP
56062F772
Inception Date
May 1, 1986
Min. Investment
$15,000
Distribution Policy
Distributing
Asset Class
Bond

Share Price Chart


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Performance

MHCAX Performance Chart

MainStay MacKay High Yield Corporate Bond Fund Class A (MHCAX) is up 1.4% since the beginning of the year. MHCAX is currently trading at $5 per share. Investors who bought $1,000 worth of MHCAX shares 5 years ago would now be looking at an investment worth $1,861.


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S&P 500 Index

Returns By Period

MainStay MacKay High Yield Corporate Bond Fund Class A (MHCAX) has returned 1.40% so far this year and 5.29% over the past 12 months. Over the last ten years, MHCAX has returned 9.77% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.


MainStay MacKay High Yield Corporate Bond Fund Class A

1D
0.00%
1M
0.29%
YTD
1.40%
6M
1.59%
1Y
5.29%
3Y*
7.01%
5Y*
13.23%
10Y*
9.77%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

MHCAX Monthly Returns History

Based on dividend-adjusted daily data since Dec 30, 1994, MHCAX's average daily return is +0.03%, while the average monthly return is +0.72%. At this rate, an investment would double in approximately 8.1 years.

Historically, 71% of months were positive and 29% were negative. The best month was Dec 2022 with a return of +54.9%, while the worst month was Oct 2008 at -13.8%. The longest winning streak lasted 26 consecutive months, and the longest losing streak was 4 months.

On a daily basis, MHCAX closed higher 39% of trading days. The best single day was Dec 21, 2022 with a return of +55.9%, while the worst single day was Mar 18, 2020 at -3.2%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.48%0.25%-0.85%1.22%0.29%0.00%1.40%
20251.27%0.46%-0.84%-0.26%1.30%1.66%0.15%1.08%0.50%-0.06%0.49%0.54%6.44%
20240.10%0.21%1.47%-0.45%0.88%0.68%1.46%1.25%0.84%-0.29%0.85%-0.28%6.90%
20232.91%-1.15%1.84%0.85%-0.71%1.06%1.27%0.28%-1.13%-0.47%3.35%2.77%11.27%
2022-2.25%-0.34%-0.72%-2.77%0.41%-5.75%4.94%-1.94%-3.39%2.32%1.66%54.93%42.57%
20210.42%0.42%0.24%1.13%0.41%1.12%0.24%0.41%0.24%-0.29%-1.01%1.69%5.10%

Benchmark Metrics

MainStay MacKay High Yield Corporate Bond Fund Class A has an annualized alpha of 7.82%, beta of 0.09, and R2 of 0.02 versus S&P 500 Index. Calculated based on daily prices since December 30, 1994.

  • This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (36.31%) than losses (17.31%) - typical of diversified or defensive assets.
  • Beta of 0.09 may look defensive, but with R2 of 0.02 this fund is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
  • R2 of 0.02 means this fund moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
7.82%
Beta
0.09
0.02
Upside Capture
36.31%
Downside Capture
17.31%

Expense Ratio

MHCAX has a high expense ratio of 0.95%, indicating above-average management fees.


Return for Risk

Risk / Return Rank

MHCAX ranks 83 for risk / return — in the top 83% of mutual funds on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


MHCAX Risk / Return Rank: 8383
Overall Rank
MHCAX Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
MHCAX Sortino Ratio Rank: 8383
Sortino Ratio Rank
MHCAX Omega Ratio Rank: 8787
Omega Ratio Rank
MHCAX Calmar Ratio Rank: 7878
Calmar Ratio Rank
MHCAX Martin Ratio Rank: 8888
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for MainStay MacKay High Yield Corporate Bond Fund Class A (MHCAX) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


MHCAXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.32

Sortino ratioReturn per unit of downside risk

+0.86

Omega ratioGain probability vs. loss probability

1.57

1.37

+0.20

Calmar ratioReturn relative to maximum drawdown

3.31

2.78

+0.52

Martin ratioReturn relative to average drawdown

15.58

12.44

+3.14

Dividends

Dividend History

MainStay MacKay High Yield Corporate Bond Fund Class A provided a 5.98% dividend yield over the last twelve months, with an annual payout of $0.31 per share. The fund has been increasing its distributions for 2 consecutive years.


10.00%20.00%30.00%40.00%$0.00$0.50$1.00$1.50$2.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.31$0.32$0.31$0.29$2.01$0.28$0.31$0.32$0.32$0.36$0.33$0.36

Dividend yield

5.98%6.06%5.90%5.56%40.91%5.00%5.52%5.58%5.94%6.20%5.69%6.72%

Monthly Dividends

The table displays the monthly dividend distributions for MainStay MacKay High Yield Corporate Bond Fund Class A. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.03$0.02$0.03$0.02$0.03$0.00$0.12
2025$0.03$0.02$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.32
2024$0.03$0.03$0.03$0.03$0.03$0.02$0.03$0.03$0.02$0.03$0.02$0.03$0.31
2023$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.03$0.02$0.03$0.29
2022$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$1.77$2.01
2021$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.28

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the MainStay MacKay High Yield Corporate Bond Fund Class A. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the MainStay MacKay High Yield Corporate Bond Fund Class A was 29.62%, occurring on Dec 16, 2008. Recovery took 188 trading sessions.

The current MainStay MacKay High Yield Corporate Bond Fund Class A drawdown is 0.19%.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-29.62%Dec 2008
1y 6mo9mo 4d
2y 3moJun 2007 - Sep 2009
COVID crash2020
-18.98%Mar 2020
28d5mo 7d
6mo 5dFeb 2020 - Aug 2020
Dot-com crash2000–2002
-17.67%Oct 2002
2y 25d5mo 24d
2y 6moSep 2000 - Apr 2003
Bear market2022
-11.74%Sep 2022
8mo 27d2mo 23d
11mo 20dJan 2022 - Dec 2022
1998 correction1998
-11.57%Oct 1998
2mo 18d5mo 29d
8mo 17dJul 1998 - Apr 1999

Drawdown Indicators


MHCAXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-29.62%

-56.78%

+27.16%

Max Drawdown (1Y)

Largest decline over 1 year

-1.67%

-9.10%

+7.43%

Max Drawdown (3Y)

Largest decline over 3 years

-3.34%

-18.90%

+15.56%

Max Drawdown (5Y)

Largest decline over 5 years

-11.74%

-25.43%

+13.69%

Max Drawdown (10Y)

Largest decline over 10 years

-18.98%

-33.92%

+14.94%

Current Drawdown

Current decline from peak

-0.19%

-1.80%

+1.61%

Average Drawdown

Average peak-to-trough decline

-2.14%

-10.71%

+8.57%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.35%

2.03%

-1.68%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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