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MDHVX vs. PRCPX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

MDHVX vs. PRCPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in MainStay MacKay Short Duration High Yield Fund (MDHVX) and T. Rowe Price Credit Opportunities Fund (PRCPX). The values are adjusted to include any dividend payments, if applicable.

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MDHVX vs. PRCPX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MDHVX
MainStay MacKay Short Duration High Yield Fund
-0.31%5.38%6.51%9.86%-2.81%4.38%2.92%9.00%-0.13%4.30%
PRCPX
T. Rowe Price Credit Opportunities Fund
-0.13%14.80%7.46%14.90%-10.50%6.36%5.55%13.77%-1.44%6.80%

Returns By Period

In the year-to-date period, MDHVX achieves a -0.31% return, which is significantly lower than PRCPX's -0.13% return. Over the past 10 years, MDHVX has underperformed PRCPX with an annualized return of 4.80%, while PRCPX has yielded a comparatively higher 6.83% annualized return.


MDHVX

1D
0.11%
1M
-0.85%
YTD
-0.31%
6M
0.33%
1Y
3.92%
3Y*
6.10%
5Y*
4.17%
10Y*
4.80%

PRCPX

1D
0.13%
1M
-1.62%
YTD
-0.13%
6M
3.02%
1Y
13.68%
3Y*
10.60%
5Y*
5.87%
10Y*
6.83%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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MDHVX vs. PRCPX - Expense Ratio Comparison

MDHVX has a 1.10% expense ratio, which is higher than PRCPX's 0.81% expense ratio.


Return for Risk

MDHVX vs. PRCPX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MDHVX
MDHVX Risk / Return Rank: 7979
Overall Rank
MDHVX Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
MDHVX Sortino Ratio Rank: 8383
Sortino Ratio Rank
MDHVX Omega Ratio Rank: 9292
Omega Ratio Rank
MDHVX Calmar Ratio Rank: 6060
Calmar Ratio Rank
MDHVX Martin Ratio Rank: 7676
Martin Ratio Rank

PRCPX
PRCPX Risk / Return Rank: 9898
Overall Rank
PRCPX Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
PRCPX Sortino Ratio Rank: 9898
Sortino Ratio Rank
PRCPX Omega Ratio Rank: 9898
Omega Ratio Rank
PRCPX Calmar Ratio Rank: 9898
Calmar Ratio Rank
PRCPX Martin Ratio Rank: 9898
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.

MDHVX vs. PRCPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for MainStay MacKay Short Duration High Yield Fund (MDHVX) and T. Rowe Price Credit Opportunities Fund (PRCPX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


MDHVXPRCPXDifference

Sharpe ratio

Return per unit of total volatility

1.66

3.47

-1.81

Sortino ratio

Return per unit of downside risk

2.17

5.52

-3.35

Omega ratio

Gain probability vs. loss probability

1.43

1.93

-0.49

Calmar ratio

Return relative to maximum drawdown

1.41

4.53

-3.12

Martin ratio

Return relative to average drawdown

7.34

21.08

-13.74

MDHVX vs. PRCPX - Sharpe Ratio Comparison

The current MDHVX Sharpe Ratio is 1.66, which is lower than the PRCPX Sharpe Ratio of 3.47. The chart below compares the historical Sharpe Ratios of MDHVX and PRCPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


MDHVXPRCPXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.66

3.47

-1.81

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.64

1.23

+0.40

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.41

1.26

+0.15

Sharpe Ratio (All Time)

Calculated using the full available price history

1.34

0.88

+0.46

Correlation

The correlation between MDHVX and PRCPX is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

MDHVX vs. PRCPX - Dividend Comparison

MDHVX's dividend yield for the trailing twelve months is around 4.98%, less than PRCPX's 12.89% yield.


TTM20252024202320222021202020192018201720162015
MDHVX
MainStay MacKay Short Duration High Yield Fund
4.98%5.47%6.01%5.53%4.31%3.80%4.44%4.37%4.33%4.03%4.95%4.87%
PRCPX
T. Rowe Price Credit Opportunities Fund
12.89%12.19%7.03%7.88%4.89%5.11%5.36%5.18%5.72%4.95%5.88%7.58%

Drawdowns

MDHVX vs. PRCPX - Drawdown Comparison

The maximum MDHVX drawdown since its inception was -18.04%, smaller than the maximum PRCPX drawdown of -23.07%. Use the drawdown chart below to compare losses from any high point for MDHVX and PRCPX.


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Drawdown Indicators


MDHVXPRCPXDifference

Max Drawdown

Largest peak-to-trough decline

-18.04%

-23.07%

+5.03%

Max Drawdown (1Y)

Largest decline over 1 year

-2.32%

-3.03%

+0.71%

Max Drawdown (5Y)

Largest decline over 5 years

-6.26%

-14.34%

+8.08%

Max Drawdown (10Y)

Largest decline over 10 years

-18.04%

-23.07%

+5.03%

Current Drawdown

Current decline from peak

-0.95%

-1.74%

+0.79%

Average Drawdown

Average peak-to-trough decline

-0.79%

-3.16%

+2.37%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.47%

0.65%

-0.18%

Volatility

MDHVX vs. PRCPX - Volatility Comparison

The current volatility for MainStay MacKay Short Duration High Yield Fund (MDHVX) is 0.75%, while T. Rowe Price Credit Opportunities Fund (PRCPX) has a volatility of 1.10%. This indicates that MDHVX experiences smaller price fluctuations and is considered to be less risky than PRCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MDHVXPRCPXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.75%

1.10%

-0.35%

Volatility (6M)

Calculated over the trailing 6-month period

1.36%

2.52%

-1.16%

Volatility (1Y)

Calculated over the trailing 1-year period

2.44%

4.11%

-1.67%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.57%

4.79%

-2.22%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.43%

5.45%

-2.02%