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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

Risk overview

Morningstar risk rating★★★
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

Risk statistics

3 years
MBDRXCategory average
5 years
MBDRXCategory average
10 years
MBDRXCategory average
Alpha
2.48-0.01
0.19-0.01
-0.18-0
BETA
0.830.01
0.930.01
0.960.01
Mean annual return
0.450.01
0.550.01
0.480.01
R-squared
86.310.93
89.560.92
88.470.92
Standard deviation
10.960.13
12.060.1
10.060.09
Sharpe ratio
0.250.01
0.380.01
0.440.01
Treynor ratio
2.690.09
4.340.09
4.230.07