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MainStay MacKay Common Stock A (MSOAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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36.12+0.07 (+0.19%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.94%
5-year average return12.46%
Number of years up19
Number of years down6
Best 1-yr total return (28 Apr 2024)36.18%
Worst 1-yr total return (28 Apr 2024)N/A
Best 3-yr total return36.18%
Worst 3-yr total return7.26%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMSOAXCategory
YTD9.73%14.84%
1-month3.71%1.65%
3-month9.73%7.55%
1-year27.46%40.47%
3-year11.48%16.77%
5-year14.22%16.15%
10-year11.74%13.21%
Last bull market43.61%24.09%
Last bear market-12.53%-17.61%

Annual total return (%) history

Year
MSOAXCategory
2024
N/AN/A
2023
17.45%N/A
2022
-13.22%N/A
2021
35.08%N/A
2020
15.48%15.83%
2019
24.85%28.78%
2018
-6.59%-6.27%
2017
23.83%20.44%
2016
7.61%10.37%
2015
0.56%-1.07%
2014
14.05%10.96%
2013
36.18%31.50%
2012
16.48%14.96%
2011
0.32%-1.27%
2010
11.18%14.01%
2009
20.31%28.17%
2008
-37.45%-37.79%
2007
4.05%6.16%
2006
15.49%14.17%
2005
6.25%5.88%
2004
9.50%10.02%
2003
24.83%27.05%
2002
-25.58%-22.25%
2001
-17.77%-13.50%
2000
-2.70%-6.31%
1999
29.67%20.16%
1998
N/A22.39%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.73%N/AN/AN/A
20231.12%6.50%-2.71%12.10%
2022-5.72%-12.53%-2.92%8.39%
20219.05%7.30%1.68%13.54%
2020-20.76%21.39%7.60%11.58%
201912.03%2.23%0.91%8.02%
2018-0.90%3.47%7.82%-15.51%
20176.00%2.58%4.90%8.56%
20160.20%0.76%3.08%3.39%
20151.57%-0.30%-6.51%6.22%
20142.47%4.93%2.14%3.85%
201311.59%3.25%5.30%12.24%
201212.34%-3.16%7.51%-0.41%
20115.96%-1.08%-14.30%11.67%
20104.54%-12.10%9.56%10.44%
2009-10.78%11.18%15.14%5.33%
2008-10.56%-0.40%-10.26%-21.76%
20070.88%6.17%-0.13%-2.73%
20064.74%-2.04%5.89%6.31%
2005-1.62%1.90%4.45%1.48%
20040.89%1.32%-1.82%9.12%
2003-3.10%12.24%2.24%12.26%
2002-2.39%-11.50%-15.09%1.46%
2001-15.20%4.72%-15.58%9.68%
20005.86%-2.46%-0.44%-5.35%
19994.97%7.47%-5.83%22.05%
1998-7.42%20.41%N/AN/A

Rank in category (by total return)

YTD64
1-month28
3-month64
1-year60
3-year22
5-year48

Load adjusted returns

1-year20.45%
3-year9.40%
5-year12.94%
10-year11.11%