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MainStay Balanced C (MBACX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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29.94+0.04 (+0.13%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.35%
5-Year Average Return5.46%
Number of Years Up17
Number of Years Down4
Best 1 Yr Total Return (May 9, 2024)21.06%
Worst 1 Yr Total Return (May 9, 2024)N/A
Best 3-Yr Total Return21.06%
Worst 3-Yr Total Return2.63%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMBACXCategory
YTD-0.07%9.69%
1-Month-3.05%0.91%
3-Month0.65%5.21%
1-Year4.96%27.06%
3-Year1.12%11.00%
5-Year4.69%10.26%
10-Year4.41%8.34%
Last Bull Market12.57%15.58%
Last Bear Market-7.43%-12.16%

Annual Total Return (%) History

Year
MBACXCategory
2024
N/AN/A
2023
6.07%N/A
2022
-6.99%N/A
2021
15.44%N/A
2020
6.36%11.72%
2019
15.27%19.23%
2018
-8.58%-5.76%
2017
8.59%13.21%
2016
8.88%7.34%
2015
-3.81%-1.93%
2014
9.45%6.21%
2013
20.37%16.48%
2012
10.86%11.72%
2011
1.54%-0.11%
2010
12.21%11.83%
2009
21.06%24.13%
2008
-26.11%-28.00%
2007
1.44%5.99%
2006
9.51%11.29%
2005
3.32%5.13%
2004
11.75%8.86%
2003
22.89%20.35%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.07%N/AN/AN/A
2023-0.06%1.15%-1.43%6.45%
2022-2.03%-7.43%-4.09%6.92%
20216.99%3.35%-0.59%5.02%
2020-16.59%12.14%3.23%10.16%
20198.68%2.23%0.60%3.13%
2018-2.86%1.81%2.85%-10.12%
20172.18%0.86%1.96%3.34%
20162.45%1.79%2.33%2.02%
20151.00%-1.49%-5.22%1.99%
20142.63%3.86%-1.40%4.14%
20139.00%0.35%3.56%6.27%
20126.47%-1.22%3.78%1.57%
20114.36%0.38%-10.04%7.76%
20104.84%-5.48%6.86%5.96%
2009-6.24%12.92%12.37%1.77%
2008-6.64%-0.15%-8.26%-13.61%
20071.73%1.47%-1.89%0.17%
20062.89%-0.50%2.21%4.65%
2005-0.80%1.80%1.90%0.40%
20044.76%-0.89%0.29%7.32%
2003-1.23%11.03%3.65%8.12%

Rank In Category (By Total Return)

YTD93
1-Month37
3-Month87
1-Year93
3-Year65
5-Year84

Load Adjusted Returns

1-Year3.96%
3-Year1.12%
5-Year4.69%
10-Year4.41%