NYLI MacKay Convertible Fund
NEW YORK LIFE INVESTMENTS FUNDS

Average annual returns

No trailing-return data available for this share class.

Risk statistics

78 months through Jan. 31, 2026
Volatility (ann.)
8.28%
Sharpe
1.31
Sortino
2.54
Max drawdown
-16.16%
Best month
10.77%
Worst month
-12.05%
Beta vs VBTLX
0.78
Correlation
0.54

Derived from N-PORT monthly total returns; distinct from the prospectus returns above.

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