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MainStay Income Builder A (MTRAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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19.64+0.02 (+0.10%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.38%
5-Year Average Return4.76%
Number of Years Up21
Number of Years Down7
Best 1 Yr Total Return (Jun 26, 2024)22.49%
Worst 1 Yr Total Return (Jun 26, 2024)N/A
Best 3-Yr Total Return22.49%
Worst 3-Yr Total Return0.57%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMTRAXCategory
YTD5.03%8.60%
1-Month3.61%0.11%
3-Month3.00%4.82%
1-Year14.09%25.33%
3-Year0.73%8.02%
5-Year5.23%8.06%
10-Year4.51%6.03%
Last Bull Market18.04%13.54%
Last Bear Market-10.92%-13.20%

Annual Total Return (%) History

Year
MTRAXCategory
2024
N/AN/A
2023
9.60%N/A
2022
-13.58%N/A
2021
10.07%N/A
2020
6.95%6.18%
2019
18.12%16.10%
2018
-5.64%-8.26%
2017
12.15%14.79%
2016
9.11%6.04%
2015
-3.73%-4.15%
2014
7.73%1.54%
2013
18.37%10.07%
2012
14.56%10.74%
2011
3.54%-3.99%
2010
14.33%10.58%
2009
22.49%24.37%
2008
-26.94%-28.98%
2007
6.72%11.39%
2006
9.16%16.61%
2005
6.04%6.56%
2004
6.43%15.24%
2003
19.05%25.32%
2002
-17.75%-2.16%
2001
-11.92%-3.23%
2000
-4.48%0.23%
1999
16.46%21.83%
1998
26.93%9.68%
1997
18.24%13.17%
1996
13.22%14.59%
1995
N/A16.98%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.08%N/AN/AN/A
20231.85%2.47%-3.82%9.19%
2022-4.91%-10.92%-7.23%9.98%
20212.46%4.45%-1.00%3.89%
2020-14.07%10.29%4.07%8.43%
20198.25%2.79%2.60%3.46%
2018-3.88%0.89%2.82%-5.37%
20174.13%2.37%2.52%2.62%
20163.31%3.22%2.02%0.29%
20151.47%-1.98%-5.19%2.09%
20142.95%4.73%-1.20%1.14%
20136.91%-0.11%4.30%6.27%
20127.05%0.21%5.01%1.69%
20114.36%1.07%-8.87%7.71%
20103.76%-6.88%10.16%7.41%
2009-2.69%8.64%9.43%5.88%
2008-6.72%-1.37%-7.58%-14.07%
20071.49%4.59%1.75%-1.19%
20062.93%-1.27%3.82%3.46%
2005-1.23%2.76%2.61%1.82%
20041.86%-0.52%-1.34%6.47%
2003-1.12%9.77%2.38%7.13%
2002-3.24%-9.34%-8.04%1.95%
2001-11.47%1.92%-9.49%7.84%
20004.23%-1.73%1.70%-8.29%
19993.37%1.43%-2.41%13.82%
19989.47%3.25%-4.08%17.08%
1997-2.80%12.72%7.62%0.27%
19963.62%1.64%4.78%2.60%
19958.32%7.87%2.72%N/A

Rank In Category (By Total Return)

YTD38
1-Month24
3-Month59
1-Year46
3-Year61
5-Year62

Load Adjusted Returns

1-Year10.67%
3-Year-0.29%
5-Year4.59%
10-Year4.19%