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MainStay Moderate Growth Allocation R3 (MGDRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.17+0.03 (+0.20%)
At close: 09:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.20%
5-year average return7.93%
Number of years up5
Number of years down2
Best 1-yr total return (23 Jan 2024)20.71%
Worst 1-yr total return (23 Jan 2024)N/A
Best 3-yr total return20.71%
Worst 3-yr total return3.75%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMGDRXCategory
YTD14.52%11.35%
1-month5.23%0.99%
3-month10.00%5.92%
1-year14.52%32.83%
3-year4.21%11.75%
5-year9.07%11.53%
10-year5.65%8.98%
Last bull market30.11%17.67%
Last bear market-13.46%-15.71%

Annual total return (%) history

Year
MGDRXCategory
2023
14.52%N/A
2022
-14.82%N/A
2021
16.02%N/A
2020
13.01%13.51%
2019
20.71%21.35%
2018
-12.02%-7.93%
2017
17.28%15.80%
2016
N/A7.93%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20233.79%3.65%-3.24%10.00%
2022-4.86%-13.46%-4.94%8.84%
20214.84%5.60%-0.76%5.59%
2020-18.90%17.40%5.99%11.99%
201910.63%2.40%0.07%6.47%
2018-1.92%0.59%2.80%-13.24%
20175.23%1.97%4.34%4.75%
20161.05%4.52%2.41%N/A

Rank in category (by total return)

YTD64
1-month29
3-month39
1-year64
3-year50
5-year64

Load adjusted returns

1-year14.52%
3-year4.21%
5-year9.07%
10-year5.65%