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MainStay Income Builder I (MTOIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.94+0.11 (+0.55%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.20%
5-year average return4.85%
Number of years up15
Number of years down4
Best 1-yr total return (2 July 2024)22.82%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return22.82%
Worst 3-yr total return0.84%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMTOIXCategory
YTD6.51%8.60%
1-month1.26%0.11%
3-month1.25%4.82%
1-year11.99%25.33%
3-year1.44%8.02%
5-year4.97%8.06%
10-year4.78%6.03%
Last bull market18.18%13.54%
Last bear market-10.89%-13.20%

Annual total return (%) history

Year
MTOIXCategory
2024
N/AN/A
2023
9.81%N/A
2022
-13.31%N/A
2021
10.28%N/A
2020
7.25%6.18%
2019
18.40%16.10%
2018
-5.35%-8.26%
2017
12.37%14.79%
2016
9.42%6.04%
2015
-3.51%-4.15%
2014
7.99%1.54%
2013
18.71%10.07%
2012
14.82%10.74%
2011
3.84%-3.99%
2010
14.52%10.58%
2009
22.82%24.37%
2008
-26.62%-28.98%
2007
7.15%11.39%
2006
9.67%16.61%
2005
7.16%6.56%
2004
N/A15.24%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.19%1.25%N/AN/A
20231.89%2.50%-3.71%9.20%
2022-4.80%-10.89%-7.15%10.05%
20212.50%4.51%-0.93%3.91%
2020-14.02%10.31%4.15%8.57%
20198.29%2.88%2.64%3.54%
2018-3.78%0.95%2.91%-5.31%
20174.21%2.41%2.61%2.61%
20163.40%3.26%2.12%0.35%
20151.51%-1.95%-5.09%2.14%
20142.99%4.81%-1.13%1.19%
20137.05%-0.10%4.39%6.34%
20127.07%0.27%5.16%1.69%
20114.47%1.13%-8.82%7.80%
20103.73%-6.78%10.24%7.43%
2009-2.67%8.68%9.61%5.92%
2008-6.64%-1.27%-7.45%-13.97%
20071.57%4.72%1.84%-1.09%
20063.11%-1.17%3.94%3.54%
2005-1.12%2.98%2.78%2.39%
2004-0.37%-1.24%6.50%N/A

Rank in category (by total return)

YTD27
1-month21
3-month27
1-year34
3-year48
5-year53

Load adjusted returns

1-year11.99%
3-year1.44%
5-year4.97%
10-year4.78%