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MainStay S&P 500 Index I (MSPIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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56.94-0.12 (-0.21%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.41%
5-Year Average Return13.11%
Number of Years Up26
Number of Years Down6
Best 1 Yr Total Return (Apr 17, 2024)31.93%
Worst 1 Yr Total Return (Apr 17, 2024)N/A
Best 3-Yr Total Return31.93%
Worst 3-Yr Total Return7.39%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMSPIXCategory
YTD10.46%14.84%
1-Month3.18%1.65%
3-Month10.46%7.55%
1-Year29.53%40.47%
3-Year11.20%16.77%
5-Year14.76%16.15%
10-Year12.65%13.21%
Last Bull Market39.78%24.09%
Last Bear Market-16.16%-17.61%

Annual Total Return (%) History

Year
MSPIXCategory
2024
N/AN/A
2023
25.96%N/A
2022
-18.31%N/A
2021
28.37%N/A
2020
18.12%15.83%
2019
31.18%28.78%
2018
-4.61%-6.27%
2017
21.45%20.44%
2016
11.57%10.37%
2015
1.07%-1.07%
2014
13.28%10.96%
2013
31.93%31.50%
2012
15.64%14.96%
2011
1.82%-1.27%
2010
14.63%14.01%
2009
26.13%28.17%
2008
-37.03%-37.79%
2007
5.18%6.16%
2006
15.51%14.17%
2005
4.61%5.88%
2004
10.60%10.02%
2003
28.35%27.05%
2002
-22.17%-22.25%
2001
-12.04%-13.50%
2000
-9.11%-6.31%
1999
20.83%20.16%
1998
28.62%22.39%
1997
32.88%28.37%
1996
22.57%20.76%
1995
36.88%32.35%
1994
0.90%-0.93%
1993
9.41%10.21%
1992
7.19%7.00%
1991
N/A30.90%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.46%N/AN/AN/A
20237.42%8.67%-3.31%11.60%
2022-4.64%-16.16%-4.93%7.47%
20216.11%8.48%0.53%10.94%
2020-19.61%20.45%8.85%12.06%
201913.59%4.23%1.65%9.00%
2018-0.82%3.36%7.62%-13.54%
20175.99%3.00%4.42%6.55%
20161.27%2.36%3.77%3.72%
20150.90%0.21%-6.54%6.95%
20141.71%5.15%1.03%4.85%
201310.50%2.80%5.15%10.45%
201212.52%-2.82%6.24%-0.46%
20115.83%0.03%-13.92%11.73%
20105.34%-11.46%11.11%10.62%
2009-11.03%15.82%15.49%5.99%
2008-9.47%-2.78%-8.34%-21.95%
20070.52%6.21%1.95%-3.37%
20064.17%-1.50%5.59%6.61%
2005-2.22%1.28%3.54%2.01%
20041.64%1.65%-1.96%9.19%
2003-3.22%15.35%2.57%12.09%
20020.19%-13.49%-17.17%8.41%
2001-11.88%5.77%-14.67%10.61%
20002.12%-2.70%-0.90%-7.71%
19994.85%6.97%-6.30%14.98%
199813.86%3.25%-9.94%21.48%
19972.61%17.41%7.33%2.76%
19965.33%4.37%2.96%8.29%
19959.68%9.37%7.76%5.89%
1994-3.97%0.30%4.79%-0.04%
19934.18%0.29%2.41%2.24%
1992-2.58%1.79%3.04%4.90%
1991-0.44%5.27%8.26%N/A

Rank In Category (By Total Return)

YTD44
1-Month60
3-Month44
1-Year41
3-Year30
5-Year31

Load Adjusted Returns

1-Year29.53%
3-Year11.20%
5-Year14.76%
10-Year12.65%