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MainStay S&P 500 Index Inv (MYSPX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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58.86-0.16 (-0.27%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return11.87%
5-Year Average Return14.30%
Number of Years Up13
Number of Years Down2
Best 1 Yr Total Return (May 20, 2024)31.48%
Worst 1 Yr Total Return (May 20, 2024)N/A
Best 3-Yr Total Return31.48%
Worst 3-Yr Total Return6.94%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMYSPXCategory
YTD5.78%5.31%
1-Month-4.14%-4.19%
3-Month4.10%3.90%
1-Year21.81%20.31%
3-Year7.32%6.48%
5-Year12.42%11.78%
10-Year11.65%10.96%
Last Bull Market25.75%25.56%
Last Bear Market-16.25%-15.11%

Annual Total Return (%) History

Year
MYSPXCategory
2024
N/AN/A
2023
25.41%22.32%
2022
-18.67%-16.96%
2021
27.81%26.07%
2020
17.63%15.83%
2019
30.64%28.78%
2018
-5.03%-6.27%
2017
21.02%20.44%
2016
11.20%10.37%
2015
0.69%-1.07%
2014
12.89%10.96%
2013
31.48%31.50%
2012
15.22%14.96%
2011
1.47%-1.27%
2010
14.23%14.01%
2009
25.71%28.17%
2008
N/A-37.79%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.35%N/AN/AN/A
20237.31%8.56%-3.43%11.48%
2022-4.75%-16.25%-5.05%7.37%
20215.98%8.36%0.41%10.83%
2020-19.70%20.35%8.73%11.95%
201913.46%4.12%1.55%8.89%
2018-0.94%3.24%7.53%-13.64%
20175.88%2.91%4.31%6.47%
20161.17%2.28%3.68%3.65%
20150.80%0.11%-6.61%6.85%
20141.60%5.06%0.95%4.77%
201310.40%2.71%5.07%10.35%
201212.40%-2.90%6.17%-0.56%
20115.74%-0.03%-14.01%11.64%
20105.26%-11.55%11.00%10.54%
2009-11.09%15.71%15.42%5.88%
2008-2.83%-8.41%-22.01%N/A

Rank In Category (By Total Return)

YTD47
1-Month45
3-Month49
1-Year51
3-Year39
5-Year44

Load Adjusted Returns

1-Year20.59%
3-Year6.96%
5-Year12.20%
10-Year11.54%