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MainStay Moderate Growth Allocation I (MGDIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.05+0.08 (+0.50%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.93%
5-year average return8.17%
Number of years up13
Number of years down5
Best 1-yr total return (2 Jul 2024)27.68%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return27.68%
Worst 3-yr total return3.39%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMGDIXCategory
YTD6.26%11.35%
1-month1.08%0.99%
3-month0.38%5.92%
1-year13.47%32.83%
3-year3.33%11.75%
5-year8.28%11.53%
10-year6.46%8.98%
Last bull market19.96%17.67%
Last bear market-13.33%-15.71%

Annual total return (%) history

Year
MGDIXCategory
2024
N/AN/A
2023
15.30%N/A
2022
-14.34%N/A
2021
16.67%N/A
2020
13.76%13.51%
2019
21.38%21.35%
2018
-11.56%-7.93%
2017
18.06%15.80%
2016
7.64%7.93%
2015
-2.27%-2.77%
2014
5.08%5.71%
2013
27.28%21.31%
2012
14.48%13.42%
2011
-1.27%-3.80%
2010
13.21%13.49%
2009
27.68%29.37%
2008
-32.37%-34.34%
2007
8.89%7.43%
2006
13.94%13.07%
2005
N/A7.35%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.86%0.38%N/AN/A
20234.03%3.80%-3.10%10.19%
2022-4.72%-13.33%-4.76%8.92%
20214.95%5.75%-0.57%5.72%
2020-18.77%17.54%6.17%12.22%
201910.73%2.58%0.28%6.56%
2018-1.90%0.77%2.88%-13.04%
20175.39%2.15%4.41%5.02%
2016-0.96%1.26%4.62%2.59%
20152.51%0.33%-8.25%3.56%
20140.87%3.45%-1.22%1.94%
20138.67%1.84%6.55%7.94%
201211.03%-4.21%5.54%2.00%
20115.45%0.17%-14.72%9.59%
20104.26%-9.82%10.99%8.49%
2009-6.24%14.27%14.39%4.18%
2008-7.60%-0.63%-10.53%-17.67%
20071.71%5.70%2.22%-0.92%
20064.92%-1.90%4.39%6.04%
20054.39%1.84%N/AN/A

Rank in category (by total return)

YTD72
1-month51
3-month70
1-year58
3-year47
5-year38

Load adjusted returns

1-year13.47%
3-year3.33%
5-year8.28%
10-year6.46%