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Tuesday, December 15, 2009, 4:58PM ET - U.S. Markets Closed. Dow Down 0.47% Nasdaq Down 0.50%
MainStay Balanced R2 (MBCRX)On Dec 14: 23.32  Up 0.18 (0.78%)  
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Performance  As of 30-Nov-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Average
Year to Date Return:20.43%
5-Year Average Return:1.52%
Number of Years Up:3
Number of Years Down:1
Best 1-Yr Total Return (2006):10.42%
Worst 1-Yr Total Return (2008):-25.48%
Best 3-Yr Total Return (2005-7):5.57%
Worst 3-Yr Total Return (2006-8):-5.60%
LOAD ADJUSTED RETURNS 
1-Year:No load
3-Year:No load
5-Year:No load
10-Year:No load
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnMBCRXCategoryDiffIndex*Diff
Year To Date20.4322.21-1.78N/AN/A
1-Month3.443.58-0.14N/AN/A
3-Month4.545.74-1.2N/AN/A
1-Year24.4326.14-1.71N/AN/A
3-Year-2.61-2.18-0.43N/AN/A
5-Year1.522.20-0.68N/AN/A
Last Bull Market ( 28-Feb-09 to 30-Sep-09)35.3533.991.36N/AN/A
Last Bear Market ( 31-Aug-08 to 31-Aug-09)-7.77-9.131.36N/AN/A
* Index means [ ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearMBCRXCategoryDiff
2009N/AN/AN/A
2008
 
-25.48-28.002.52
2007
 
2.255.99-3.74
2006
 
10.4211.29-0.87
2005
 
4.215.13-0.92
2004N/A8.86N/A
2003N/A20.35N/A
2002N/A-12.02N/A
2001N/A-5.05N/A
2000N/A1.82N/A
1999N/A10.71N/A
PAST QUARTERLY RETURNS (%) FOR MBCRX 
Q1Q2Q3Q4
2009-6.0513.1512.63N/A
2008-6.480.07-8.04-13.41
20071.971.64-1.700.36
20063.09-0.242.404.85
2005-0.582.032.080.64
2004N/A-0.730.477.59
2003N/AN/AN/AN/A
2002N/AN/AN/AN/A
2001N/AN/AN/AN/A
2000N/AN/AN/AN/A
1999N/AN/AN/AN/A
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date710118459.97
1-Month12312339.98
3-Month946122976.97
6-Month821120867.96
1-Year581118349.11
3-Year46893250.21
5-Year39778450.64

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