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MainStay Income Builder B (MKTRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.88-0.01 (-0.05%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.24%
5-year average return3.82%
Number of years up28
Number of years down8
Best 1-yr total return (24 Jun 2024)21.25%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return21.25%
Worst 3-yr total return-0.35%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMKTRXCategory
YTD4.58%8.60%
1-month3.48%0.11%
3-month2.70%4.82%
1-year12.99%25.33%
3-year-0.24%8.02%
5-year4.24%8.06%
10-year3.56%6.03%
Last bull market17.58%13.54%
Last bear market-11.14%-13.20%

Annual total return (%) history

Year
MKTRXCategory
2024
N/AN/A
2023
8.49%N/A
2022
-14.33%N/A
2021
9.00%N/A
2020
5.97%6.18%
2019
17.06%16.10%
2018
-6.43%-8.26%
2017
11.13%14.79%
2016
8.17%6.04%
2015
-4.57%-4.15%
2014
6.65%1.54%
2013
17.20%10.07%
2012
13.33%10.74%
2011
2.45%-3.99%
2010
13.07%10.58%
2009
21.25%24.37%
2008
-27.56%-28.98%
2007
5.97%11.39%
2006
8.32%16.61%
2005
5.35%6.56%
2004
5.63%15.24%
2003
18.18%25.32%
2002
-18.37%-2.16%
2001
-12.61%-3.23%
2000
-5.10%0.23%
1999
15.60%21.83%
1998
25.96%9.68%
1997
17.65%13.17%
1996
12.73%14.59%
1995
27.96%16.98%
1994
-2.41%-4.05%
1993
10.50%21.85%
1992
3.62%5.04%
1991
36.84%19.31%
1990
5.06%0.19%
1989
14.98%16.62%
1988
7.65%8.73%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.82%N/AN/AN/A
20231.58%2.19%-4.03%8.90%
2022-5.09%-11.14%-7.45%9.75%
20212.25%4.22%-1.28%3.61%
2020-14.26%10.02%3.80%8.23%
20197.95%2.59%2.36%3.26%
2018-4.06%0.66%2.63%-5.59%
20173.87%2.18%2.27%2.38%
20163.07%3.03%1.78%0.07%
20151.25%-2.19%-5.43%1.89%
20142.69%4.46%-1.42%0.86%
20136.66%-0.36%4.02%6.02%
20126.72%-0.01%4.72%1.42%
20114.13%0.72%-9.09%7.45%
20103.46%-7.12%9.82%7.14%
2009-2.98%8.45%9.18%5.54%
2008-6.94%-1.60%-7.78%-14.22%
20071.30%4.43%1.55%-1.35%
20062.73%-1.46%3.67%3.22%
2005-1.36%2.56%2.41%1.69%
20041.66%-0.71%-1.47%6.20%
2003-1.24%9.53%2.12%6.98%
2002-3.41%-9.50%-8.21%1.74%
2001-11.63%1.77%-9.66%7.57%
20004.04%-1.81%1.50%-8.47%
19993.19%1.24%-2.63%13.65%
19989.27%3.03%-4.27%16.87%
1997-2.91%12.54%7.52%0.14%
19963.50%1.51%4.71%2.48%
19957.05%8.17%7.73%2.58%
1994-1.89%-4.16%5.22%-1.36%
19932.19%2.17%5.54%0.27%
1992-2.34%-4.93%2.09%9.33%
199113.30%-1.80%12.99%8.85%
1990-0.98%8.28%-7.43%5.85%
19892.33%6.71%6.31%-0.95%
19883.11%1.73%0.72%1.90%

Rank in category (by total return)

YTD43
1-month34
3-month65
1-year59
3-year77
5-year82

Load adjusted returns

1-year7.99%
3-year-1.15%
5-year3.90%
10-year3.56%