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MainStay Growth Allocation R2 (MGDKX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.24+0.02 (+0.13%)
At close: 09:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.20%
5-year average return0.00%
Number of years up3
Number of years down1
Best 1-yr total return (23 Jan 2024)16.29%
Worst 1-yr total return (23 Jan 2024)N/A
Best 3-yr total return16.29%
Worst 3-yr total return4.00%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMGDKXCategory
YTD14.90%11.35%
1-month5.32%0.99%
3-month10.06%5.92%
1-year14.90%32.83%
3-year4.47%11.75%
5-year9.36%11.53%
10-year5.95%8.98%
Last bull market30.38%17.67%
Last bear market-13.40%-15.71%

Annual total return (%) history

Year
MGDKXCategory
2023
14.90%N/A
2022
-14.66%N/A
2021
16.29%N/A
2020
13.35%13.51%
2019
N/A21.35%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20233.93%3.71%-3.15%10.06%
2022-4.84%-13.40%-4.84%8.82%
20214.88%5.64%-0.70%5.70%
2020-18.84%17.41%6.10%12.10%
20190.21%6.47%N/AN/A

Rank in category (by total return)

YTD60
1-month26
3-month36
1-year60
3-year42
5-year50

Load adjusted returns

1-year14.90%
3-year4.47%
5-year9.36%
10-year5.95%