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MainStay Growth Allocation Smpl (MGDSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.84+0.09 (+0.57%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.74%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (2 Jul 2024)15.92%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return15.92%
Worst 3-yr total return4.14%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMGDSXCategory
YTD6.06%11.35%
1-month1.09%0.99%
3-month0.25%5.92%
1-year12.96%32.83%
3-year2.69%11.75%
5-year7.62%11.53%
10-year5.87%8.98%
Last bull market19.68%17.67%
Last bear market-13.50%-15.71%

Annual total return (%) history

Year
MGDSXCategory
2024
N/AN/A
2023
14.60%N/A
2022
-14.98%N/A
2021
15.92%N/A
2020
N/A13.51%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.80%0.25%N/AN/A
20233.84%3.62%-3.21%10.04%
2022-4.95%-13.50%-4.90%8.74%
20214.80%5.56%-0.75%5.58%
202012.02%N/AN/AN/A

Rank in category (by total return)

YTD73
1-month51
3-month72
1-year66
3-year65
5-year65

Load adjusted returns

1-year12.96%
3-year2.69%
5-year7.62%
10-year5.87%