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Issuer
NYLI
Inception Date
May 5, 2025
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Domicile
United States
Distribution Policy
Distributing
Asset Class
Bond
Assets Under Management
$57M

Share Price Chart


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Performance

MMSD Performance Chart

NYLI MacKay Muni Short Duration ETF (MMSD) is up 1.5% since the beginning of the year. MMSD is currently trading at $25 per share.


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S&P 500 Index

Returns By Period

NYLI MacKay Muni Short Duration ETF (MMSD) has returned 1.48% so far this year and 4.46% over the past 12 months.


NYLI MacKay Muni Short Duration ETF

1D
0.20%
1M
0.69%
YTD
1.48%
6M
1.63%
1Y
4.46%
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
0.00%
1M
-0.71%
YTD
8.39%
6M
8.57%
1Y
24.33%
3Y*
18.94%
5Y*
12.24%
10Y*
13.54%
*Multi-year figures are annualized to reflect compound growth (CAGR)

MMSD Monthly Returns History

Based on dividend-adjusted daily data since May 6, 2025, MMSD's average daily return is +0.02%, while the average monthly return is +0.37%. At this rate, an investment would double in approximately 15.6 years.

Historically, 93% of months were positive and 7% were negative. The best month was Jun 2025 with a return of +0.9%, while the worst month was Mar 2026 at -1.0%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 1 months.

On a daily basis, MMSD closed higher 54% of trading days. The best single day was Apr 7, 2026 with a return of +0.4%, while the worst single day was Mar 24, 2026 at -0.5%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.75%0.69%-1.03%0.52%0.31%0.24%1.48%
20250.28%0.85%0.58%0.79%0.51%0.02%0.36%0.28%3.72%

Benchmark Metrics

NYLI MacKay Muni Short Duration ETF has an annualized alpha of 3.81%, beta of 0.03, and R2 of 0.06 versus S&P 500 Index. Calculated based on daily prices since May 06, 2025.

  • This ETF captured 11.50% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -2.32%) - a profile typical of hedging or uncorrelated assets.
  • Beta of 0.03 may look defensive, but with R2 of 0.06 this ETF 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 ETF's risk.
  • R2 of 0.06 means this ETF 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
3.81%
Beta
0.03
0.06
Upside Capture
11.50%
Downside Capture
-2.32%

Expense Ratio

MMSD has an expense ratio of 0.25%, which is considered low.


Return for Risk

Risk / Return Rank

MMSD ranks 82 for risk / return — in the top 82% of ETFs 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.


MMSD Risk / Return Rank: 8282
Overall Rank
MMSD Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
MMSD Sortino Ratio Rank: 9191
Sortino Ratio Rank
MMSD Omega Ratio Rank: 9191
Omega Ratio Rank
MMSD Calmar Ratio Rank: 6969
Calmar Ratio Rank
MMSD Martin Ratio Rank: 7171
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 NYLI MacKay Muni Short Duration ETF (MMSD) 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.


MMSDBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.67

Sortino ratioReturn per unit of downside risk

+1.49

Omega ratioGain probability vs. loss probability

1.58

1.35

+0.22

Calmar ratioReturn relative to maximum drawdown

3.35

2.66

+0.70

Martin ratioReturn relative to average drawdown

12.80

11.86

+0.93

Dividends

Dividend History

NYLI MacKay Muni Short Duration ETF provided a 3.56% dividend yield over the last twelve months, with an annual payout of $0.90 per share.


2.30%$0.00$0.10$0.20$0.30$0.40$0.50$0.602025
Dividends
Dividend Yield
PeriodTTM2025
Dividend$0.90$0.58

Dividend yield

3.56%2.30%

Monthly Dividends

The table displays the monthly dividend distributions for NYLI MacKay Muni Short Duration ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.08$0.07$0.08$0.07$0.08$0.00$0.37
2025$0.05$0.07$0.08$0.08$0.07$0.06$0.17$0.58

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 NYLI MacKay Muni Short Duration ETF. 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 NYLI MacKay Muni Short Duration ETF was 1.35%, occurring on Mar 26, 2026. Recovery took 53 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

2026 pullback2026
-1.35%Mar 2026
27d2mo 17d
3mo 14dFeb 2026 - Jun 2026
2025 pullback2025
-0.49%Nov 2025
1mo 20d1mo 11d
3mo 1dSep 2025 - Dec 2025
2025 selloff2025
-0.36%May 2025
2d6d
8dMay 2025 - May 2025
2025 selloff2025
-0.22%May 2025
7d1d
8dMay 2025 - May 2025
2026 pullback2026
-0.19%Jun 2026
5d1d
6dJun 2026 - Jun 2026

Drawdown Indicators


MMSDBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-1.35%

-56.78%

+55.43%

Max Drawdown (1Y)

Largest decline over 1 year

-1.35%

-9.10%

+7.75%

Max Drawdown (3Y)

Largest decline over 3 years

-18.90%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

0.00%

-2.49%

+2.49%

Average Drawdown

Average peak-to-trough decline

-0.21%

-10.72%

+10.51%

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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