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MainStay Balanced R1 (MBNRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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30.06+0.05 (+0.17%)
At close: 09:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.71%
5-Year Average Return6.42%
Number of Years Up15
Number of Years Down4
Best 1 Yr Total Return (Feb 22, 2024)22.46%
Worst 1 Yr Total Return (Feb 22, 2024)N/A
Best 3-Yr Total Return22.46%
Worst 3-Yr Total Return3.73%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMBNRXCategory
YTD-0.60%9.69%
1-Month-0.60%0.91%
3-Month8.76%5.21%
1-Year3.29%27.06%
3-Year5.42%11.00%
5-Year6.61%10.26%
10-Year5.97%8.34%
Last Bull Market26.24%15.58%
Last Bear Market-7.15%-12.16%

Annual Total Return (%) History

Year
MBNRXCategory
2023
7.28%N/A
2022
-5.89%N/A
2021
16.78%N/A
2020
7.58%11.72%
2019
16.58%19.23%
2018
-7.58%-5.76%
2017
9.76%13.21%
2016
10.04%7.34%
2015
-2.81%-1.93%
2014
10.65%6.21%
2013
21.68%16.48%
2012
12.06%11.72%
2011
2.63%-0.11%
2010
13.45%11.83%
2009
22.46%24.13%
2008
-25.30%-28.00%
2007
2.49%5.99%
2006
10.72%11.29%
2005
4.48%5.13%
2004
N/A8.86%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20230.22%1.41%-1.14%6.77%
2022-1.76%-7.15%-3.79%7.24%
20217.26%3.66%-0.29%5.34%
2020-16.37%12.50%3.52%10.45%
20198.95%2.51%0.88%3.47%
2018-2.64%2.11%3.15%-9.87%
20172.43%1.13%2.24%3.63%
20162.73%2.05%2.62%2.28%
20151.25%-1.22%-4.96%2.25%
20142.92%4.12%-1.11%4.42%
20139.30%0.62%3.80%6.58%
20126.74%-0.94%4.05%1.84%
20114.62%0.62%-9.79%8.07%
20105.10%-5.23%7.18%6.28%
2009-5.99%13.21%12.70%2.09%
2008-6.42%0.13%-8.01%-13.34%
20071.99%1.71%-1.62%0.42%
20063.15%-0.18%2.46%4.95%
2005-0.49%2.05%2.18%0.69%
2004-0.65%0.56%7.65%N/A

Rank In Category (By Total Return)

YTD91
1-Month91
3-Month88
1-Year92
3-Year21
5-Year59

Load Adjusted Returns

1-Year3.29%
3-Year5.42%
5-Year6.61%
10-Year5.97%