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MainStay MacKay S&P 500 Index A (MSXAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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61.29+0.38 (+0.62%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.27%
5-year average return14.35%
Number of years up16
Number of years down3
Best 1-yr total return (30 Jun 2024)31.62%
Worst 1-yr total return (30 Jun 2024)N/A
Best 3-yr total return31.62%
Worst 3-yr total return7.13%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMSXAXCategory
YTD11.05%5.31%
1-month4.92%-4.19%
3-month3.78%3.90%
1-year27.53%20.31%
3-year9.01%6.48%
5-year15.23%11.78%
10-year12.10%10.96%
Last bull market25.82%25.56%
Last bear market-16.21%-15.11%

Annual total return (%) history

Year
MSXAXCategory
2024
N/AN/A
2023
25.62%22.32%
2022
-18.50%-16.96%
2021
28.04%26.07%
2020
17.84%15.83%
2019
30.85%28.78%
2018
-4.84%-6.27%
2017
21.14%20.44%
2016
11.31%10.37%
2015
0.83%-1.07%
2014
12.99%10.96%
2013
31.62%31.50%
2012
15.33%14.96%
2011
1.57%-1.27%
2010
14.34%14.01%
2009
25.77%28.17%
2008
-37.23%-37.79%
2007
4.89%6.16%
2006
15.09%14.17%
2005
4.15%5.88%
2004
N/A10.02%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.39%N/AN/AN/A
20237.34%8.60%-3.38%11.53%
2022-4.69%-16.21%-4.99%7.41%
20216.03%8.40%0.47%10.88%
2020-19.66%20.38%8.78%12.01%
201913.50%4.18%1.57%8.94%
2018-0.90%3.30%7.58%-13.60%
20175.92%2.95%4.33%6.48%
20161.20%2.30%3.72%3.66%
20150.85%0.13%-6.59%6.89%
20141.65%5.05%0.97%4.79%
201310.43%2.74%5.10%10.38%
201212.44%-2.87%6.20%-0.56%
20115.77%-0.03%-13.98%11.67%
20105.26%-11.52%11.04%10.57%
2009-11.10%15.72%15.43%5.92%
2008-9.54%-2.83%-8.44%-22.00%
20070.49%6.10%1.88%-3.44%
20064.13%-1.65%5.50%6.52%
2005-2.31%1.14%3.47%1.87%
20041.59%-2.06%9.05%N/A

Rank in category (by total return)

YTD38
1-month31
3-month36
1-year51
3-year32
5-year38

Load adjusted returns

1-year25.61%
3-year8.46%
5-year14.88%
10-year11.93%