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MainStay Balanced R3 (MBDRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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29.90+0.05 (+0.17%)
At close: 09:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.62%
5-year average return5.88%
Number of years up13
Number of years down4
Best 1-yr total return (22 Feb 2024)21.87%
Worst 1-yr total return (22 Feb 2024)N/A
Best 3-yr total return21.87%
Worst 3-yr total return3.20%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMBDRXCategory
YTD-0.64%9.69%
1-month-0.64%0.91%
3-month8.63%5.21%
1-year2.77%27.06%
3-year4.90%11.00%
5-year6.08%10.26%
10-year5.44%8.34%
Last bull market25.73%15.58%
Last bear market-7.30%-12.16%

Annual total return (%) history

Year
MBDRXCategory
2023
6.79%N/A
2022
-6.40%N/A
2021
16.22%N/A
2020
7.06%11.72%
2019
15.97%19.23%
2018
-8.05%-5.76%
2017
9.20%13.21%
2016
9.44%7.34%
2015
-3.28%-1.93%
2014
10.08%6.21%
2013
21.06%16.48%
2012
11.56%11.72%
2011
2.12%-0.11%
2010
12.86%11.83%
2009
21.87%24.13%
2008
-25.67%-28.00%
2007
1.99%5.99%
2006
N/A11.29%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20230.14%1.29%-1.27%6.63%
2022-1.89%-7.30%-3.90%7.10%
20217.15%3.51%-0.38%5.18%
2020-16.46%12.34%3.40%10.32%
20198.80%2.42%0.75%3.29%
2018-2.73%1.95%3.02%-9.99%
20172.33%1.01%2.11%3.47%
20162.58%1.93%2.47%2.15%
20151.14%-1.34%-5.11%2.16%
20142.79%3.99%-1.26%4.29%
20139.14%0.50%3.70%6.43%
20126.66%-1.06%3.89%1.75%
20114.50%0.53%-9.91%7.90%
20104.98%-5.36%7.00%6.15%
2009-6.05%13.08%12.50%1.97%
2008-6.50%-0.04%-8.10%-13.46%
20071.87%1.58%-1.73%0.30%
20062.37%4.79%N/AN/A

Rank in category (by total return)

YTD92
1-month92
3-month88
1-year93
3-year29
5-year73

Load adjusted returns

1-year2.77%
3-year4.90%
5-year6.08%
10-year5.44%