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MainStay Income Builder Simple (MTISX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.71+0.10 (+0.51%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.87%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (2 July 2024)9.57%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return9.57%
Worst 3-yr total return1.02%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMTISXCategory
YTD6.22%8.60%
1-month1.23%0.11%
3-month1.14%4.82%
1-year11.45%25.33%
3-year0.85%8.02%
5-year4.20%8.06%
10-year3.80%6.03%
Last bull market18.00%13.54%
Last bear market-11.00%-13.20%

Annual total return (%) history

Year
MTISXCategory
2024
N/AN/A
2023
9.33%N/A
2022
-13.93%N/A
2021
9.57%N/A
2020
N/A6.18%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.02%1.14%N/AN/A
20231.77%2.39%-3.86%9.13%
2022-5.00%-11.00%-7.32%9.84%
20212.35%4.33%-1.11%3.77%
20208.37%N/AN/AN/A

Rank in category (by total return)

YTD30
1-month21
3-month33
1-year39
3-year60
5-year70

Load adjusted returns

1-year11.45%
3-year0.85%
5-year4.20%
10-year3.80%