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MainStay Equity Allocation B (MGXBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.82-0.03 (-0.19%)
At close: 06:25PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.95%
5-year average return8.28%
Number of years up13
Number of years down5
Best 1-yr total return (27 Jun 2024)31.17%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return31.17%
Worst 3-yr total return2.00%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMGXBXCategory
YTD5.87%13.38%
1-month3.29%1.16%
3-month1.82%6.75%
1-year19.50%40.77%
3-year2.13%13.59%
5-year9.43%13.52%
10-year6.09%10.48%
Last bull market22.57%21.11%
Last bear market-15.42%-19.34%

Annual total return (%) history

Year
MGXBXCategory
2024
N/AN/A
2023
15.96%N/A
2022
-18.26%N/A
2021
19.42%N/A
2020
14.37%15.41%
2019
23.28%24.78%
2018
-14.62%-9.27%
2017
20.18%18.41%
2016
6.55%8.45%
2015
-4.31%-1.74%
2014
4.10%5.50%
2013
31.17%26.84%
2012
13.98%15.29%
2011
-3.78%-4.13%
2010
12.43%14.83%
2009
26.14%30.03%
2008
-38.48%-38.64%
2007
8.64%7.48%
2006
14.41%14.66%
2005
N/A7.75%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.02%N/AN/AN/A
20233.99%4.44%-3.75%10.93%
2022-5.97%-15.42%-6.27%9.66%
20216.37%6.45%-0.93%6.45%
2020-22.60%20.10%6.99%14.99%
201911.89%2.50%-0.21%7.72%
2018-2.45%0.50%3.00%-15.45%
20176.18%2.05%4.93%5.70%
2016-1.82%0.67%4.78%2.88%
20152.45%0.13%-10.34%4.03%
20140.27%3.52%-1.54%1.87%
20139.95%2.05%7.25%9.01%
201212.48%-5.94%5.85%1.78%
20115.95%-0.27%-17.62%10.53%
20104.14%-12.55%12.49%9.75%
2009-9.12%14.90%15.79%4.32%
2008-9.54%-1.43%-12.69%-20.98%
20071.26%6.87%2.25%-1.81%
20065.55%-2.54%4.41%6.52%
20054.80%2.24%N/AN/A

Rank in category (by total return)

YTD83
1-month88
3-month93
1-year73
3-year74
5-year75

Load adjusted returns

1-year14.50%
3-year1.30%
5-year9.15%
10-year6.09%