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MainStay Growth Allocation Fund Class B (MGDBX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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16.90-0.07 (-0.41%)
As of 8:06AM EDT. Market open.

Performance Overview

Morningstar Return Rating★★
Year-to-Date Return8.18%
5-Year Average Return4.23%
Number of Years Up11
Number of Years Down4
Best 1 Yr Total Return (Feb 3, 2019)26.56%
Worst 1 Yr Total Return (Feb 3, 2019)-33.15%
Best 3-Yr Total Return26.56%
Worst 3-Yr Total Return-6.79%

Trailing Returns (%) Vs. Benchmarks

ReturnMGDBXCategory
YTD9.67%10.22%
1-Month1.08%1.10%
3-Month3.55%7.39%
1-Year29.63%34.01%
3-Year8.67%11.26%
5-Year6.97%11.28%
10-Year8.21%8.66%
Last Bull Market19.63%17.66%
Last Bear Market-17.49%-15.74%

Annual Total Return (%) History

Year
MGDBXCategory
2021
N/AN/A
2020
12.42%13.51%
2019
19.92%21.35%
2018
-12.54%-7.93%
2017
16.61%15.80%
2016
6.39%7.93%
2015
-3.39%-2.77%
2014
3.75%5.71%
2013
25.88%21.31%
2012
13.10%13.42%
2011
-2.26%-3.80%
2010
11.84%13.49%
2009
26.56%29.37%
2008
-33.15%-34.34%
2007
7.76%7.43%
2006
12.41%13.07%
2005
N/A7.35%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20214.67%N/AN/AN/A
2020-19.01%17.17%5.89%11.87%
201910.45%2.20%0.00%6.23%
2018-2.13%0.46%2.63%-13.32%
20175.07%1.86%4.12%4.65%
2016-1.20%0.91%4.36%2.26%
20152.28%0.00%-8.53%3.25%
20140.48%3.25%-1.57%1.61%
20138.38%1.56%6.23%7.65%
201210.72%-4.54%5.21%1.72%
20115.27%-0.09%-15.03%9.36%
20103.91%-10.09%10.67%8.17%
2009-6.33%13.93%14.04%3.99%
2008-7.88%-0.82%-10.83%-17.95%
20071.38%5.54%1.94%-1.19%
20064.37%-2.05%4.05%5.68%
20053.91%1.79%N/AN/A

Rank In Category (By Total Return)

YTD48
1-Month46
3-Month41
1-Year64
3-Year77
5-Year75

Load Adjusted Returns

1-Year32.31%
3-Year8.37%
5-Year9.43%
10-Year7.42%