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MainStay Income Builder R2 (MTXRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.07+0.06 (+0.32%)
At close: 09:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.03%
5-year average return4.74%
Number of years up6
Number of years down2
Best 1-yr total return (22 Feb 2024)18.07%
Worst 1-yr total return (22 Feb 2024)N/A
Best 3-yr total return18.07%
Worst 3-yr total return0.49%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMTXRXCategory
YTD0.42%8.60%
1-month0.42%0.11%
3-month12.85%4.82%
1-year5.46%25.33%
3-year1.81%8.02%
5-year4.82%8.06%
10-year4.72%6.03%
Last bull market20.50%13.54%
Last bear market-10.94%-13.20%

Annual total return (%) history

Year
MTXRXCategory
2023
9.45%N/A
2022
-13.62%N/A
2021
9.95%N/A
2020
6.84%6.18%
2019
18.07%16.10%
2018
-5.69%-8.26%
2017
11.98%14.79%
2016
9.03%6.04%
2015
N/A-4.15%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20231.79%2.44%-3.84%9.16%
2022-4.93%-10.94%-7.26%10.02%
20212.43%4.42%-1.02%3.87%
2020-14.09%10.20%4.04%8.46%
20198.17%2.82%2.58%3.49%
2018-3.85%0.81%2.85%-5.39%
20174.10%2.34%2.49%2.55%
20163.29%3.20%2.00%0.28%
2015-2.03%-5.18%2.06%N/A

Rank in category (by total return)

YTD21
1-month21
3-month11
1-year43
3-year65
5-year51

Load adjusted returns

1-year5.46%
3-year1.81%
5-year4.82%
10-year4.72%