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Saturday, December 19, 2009, 8:28AM ET - U.S. Markets Closed. Dow Up 0.20% Nasdaq Up 1.45%
MainStay Balanced R3 (MBDRX)On Dec 18: 23.14  Up 0.02 (0.09%)  
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Performance  As of 30-Nov-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Average
Year to Date Return:20.20%
5-Year Average Return:1.30%
Number of Years Up:1
Number of Years Down:1
Best 1-Yr Total Return (2007):1.99%
Worst 1-Yr Total Return (2008):-25.67%
Best 3-Yr Total Return (N/A):N/A
Worst 3-Yr Total Return (N/A):N/A
LOAD ADJUSTED RETURNS 
1-Year:No load
3-Year:No load
5-Year:No load
10-Year:No load
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnMBDRXCategoryDiffIndex*Diff
Year To Date20.2022.21-2.01N/AN/A
1-Month3.443.58-0.14N/AN/A
3-Month4.475.74-1.27N/AN/A
1-Year24.1326.14-2.01N/AN/A
3-Year-2.83-2.18-0.65N/AN/A
5-Year1.302.20-0.9N/AN/A
Last Bull Market ( 28-Feb-09 to 30-Sep-09)35.1033.991.11N/AN/A
Last Bear Market ( 31-Aug-08 to 31-Aug-09)-7.96-9.131.17N/AN/A
* Index means [ ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearMBDRXCategoryDiff
2009N/AN/AN/A
2008
 
-25.67-28.002.33
2007
 
1.995.99-4.00
2006N/A11.29N/A
2005N/A5.13N/A
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 MBDRX 
Q1Q2Q3Q4
2009-6.0513.0812.50N/A
2008-6.50-0.04-8.10-13.46
20071.871.58-1.730.30
2006N/AN/A2.374.79
2005N/AN/AN/AN/A
2004N/AN/AN/AN/A
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-Month7312335.92
3-Month1069122986.98
6-Month845120869.95
1-Year587118349.62
3-Year46793250.11
5-Year784N/A

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