Canada markets closed

MainStay Equity Allocation A (MGXAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
16.65-0.02 (-0.12%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.28%
5-Year Average Return9.29%
Number of Years Up13
Number of Years Down5
Best 1 Yr Total Return (Jun 20, 2024)32.30%
Worst 1 Yr Total Return (Jun 20, 2024)N/A
Best 3-Yr Total Return32.30%
Worst 3-Yr Total Return2.94%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMGXAXCategory
YTD6.31%13.38%
1-Month3.38%1.16%
3-Month2.10%6.75%
1-Year20.61%40.77%
3-Year3.09%13.59%
5-Year10.44%13.52%
10-Year7.05%10.48%
Last Bull Market22.97%21.11%
Last Bear Market-15.17%-19.34%

Annual Total Return (%) History

Year
MGXAXCategory
2024
N/AN/A
2023
17.04%N/A
2022
-17.49%N/A
2021
20.55%N/A
2020
15.32%15.41%
2019
24.35%24.78%
2018
-13.81%-9.27%
2017
21.28%18.41%
2016
7.45%8.45%
2015
-3.45%-1.74%
2014
5.15%5.50%
2013
32.30%26.84%
2012
14.87%15.29%
2011
-2.88%-4.13%
2010
13.15%14.83%
2009
27.27%30.03%
2008
-38.03%-38.64%
2007
9.51%7.48%
2006
15.19%14.66%
2005
N/A7.75%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.28%N/AN/AN/A
20234.30%4.70%-3.59%11.17%
2022-5.72%-15.17%-6.10%9.87%
20216.67%6.70%-0.74%6.70%
2020-22.46%20.44%7.21%15.17%
201912.08%2.78%0.00%7.94%
2018-2.27%0.73%3.28%-15.23%
20176.39%2.26%5.18%5.99%
2016-1.63%0.87%5.09%3.05%
20152.66%0.32%-10.08%4.26%
20140.52%3.76%-1.31%2.15%
201310.19%2.23%7.61%9.13%
201212.62%-5.73%6.08%2.00%
20116.24%0.00%-17.54%10.86%
20104.30%-12.37%12.63%9.92%
2009-8.90%15.16%16.08%4.51%
2008-9.43%-1.15%-12.50%-20.90%
20071.50%7.12%2.37%-1.61%
20065.62%-2.27%4.55%6.73%
20054.99%2.48%N/AN/A

Rank In Category (By Total Return)

YTD76
1-Month84
3-Month90
1-Year56
3-Year59
5-Year39

Load Adjusted Returns

1-Year17.00%
3-Year2.05%
5-Year9.77%
10-Year6.73%