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MainStay MacKay Common Stock R3 (MSOSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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35.92+0.15 (+0.42%)
At close: 09:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.26%
5-year average return13.14%
Number of years up5
Number of years down2
Best 1-yr total return (23 Jan 2024)34.58%
Worst 1-yr total return (23 Jan 2024)N/A
Best 3-yr total return34.58%
Worst 3-yr total return10.04%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMSOSXCategory
YTD17.03%5.31%
1-month6.08%-4.19%
3-month12.01%3.90%
1-year17.03%20.31%
3-year10.86%6.48%
5-year14.29%11.78%
10-year10.61%10.96%
Last bull market43.20%25.56%
Last bear market-12.62%-15.11%

Annual total return (%) history

Year
MSOSXCategory
2023
17.03%22.32%
2022
-13.49%-16.96%
2021
34.58%26.07%
2020
15.08%15.83%
2019
24.38%28.78%
2018
-6.91%-6.27%
2017
23.38%20.44%
2016
N/A10.37%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20231.03%6.36%-2.77%12.01%
2022-5.79%-12.62%-3.01%8.36%
20218.94%7.18%1.63%13.41%
2020-20.85%21.29%7.52%11.49%
201911.88%2.16%0.87%7.89%
2018-1.02%3.40%7.70%-15.55%
20175.90%2.54%4.73%8.49%
20160.61%3.04%3.27%N/A

Rank in category (by total return)

YTD81
1-month14
3-month31
1-year81
3-year14
5-year58

Load adjusted returns

1-year17.03%
3-year10.86%
5-year14.29%
10-year10.61%