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MainStay Income Builder Simple (MTISX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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19.81+0.10 (+0.51%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.41%
5-Year Average Return0.00%
Number of Years Up2
Number of Years Down1
Best 1 Yr Total Return (Jul 4, 2024)9.57%
Worst 1 Yr Total Return (Jul 4, 2024)N/A
Best 3-Yr Total Return9.57%
Worst 3-Yr Total Return1.02%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMTISXCategory
YTD6.22%8.60%
1-Month1.23%0.11%
3-Month1.14%4.82%
1-Year11.45%25.33%
3-Year0.85%8.02%
5-Year4.20%8.06%
10-Year3.80%6.03%
Last Bull Market18.00%13.54%
Last Bear Market-11.00%-13.20%

Annual Total Return (%) History

Year
MTISXCategory
2024
N/AN/A
2023
9.33%N/A
2022
-13.93%N/A
2021
9.57%N/A
2020
N/A6.18%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.02%1.14%N/AN/A
20231.77%2.39%-3.86%9.13%
2022-5.00%-11.00%-7.32%9.84%
20212.35%4.33%-1.11%3.77%
20208.37%N/AN/AN/A

Rank In Category (By Total Return)

YTD30
1-Month21
3-Month33
1-Year39
3-Year60
5-Year70

Load Adjusted Returns

1-Year11.45%
3-Year0.85%
5-Year4.20%
10-Year3.80%