Mainstay Indexed Financial Statements From 2010 to 2024

MIXAX Fund  USD 9.07  0.02  0.22%   
Mainstay Indexed financial statements provide useful quarterly and yearly information to potential Mainstay Indexed Bond investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Mainstay Indexed financial statements helps investors assess Mainstay Indexed's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Mainstay Indexed's valuation are summarized below:
Mainstay Indexed Bond does not presently have any fundamental ratios for analysis.
Check Mainstay Indexed financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Mainstay Indexed's main balance sheet or income statement drivers, such as , as well as many indicators such as . Mainstay financial statements analysis is a perfect complement when working with Mainstay Indexed Valuation or Volatility modules.
  
This module can also supplement various Mainstay Indexed Technical models . Check out the analysis of Mainstay Indexed Correlation against competitors.

Mainstay Indexed Bond Mutual Fund Year To Date Return Analysis

Mainstay Indexed's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.

YTD Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Year To Date Return | All Equity Analysis

Current Mainstay Indexed Year To Date Return

    
  4.54 %  
Most of Mainstay Indexed's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Mainstay Indexed Bond is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Competition

Based on the company's disclosures, Mainstay Indexed Bond has a Year To Date Return of 4.5423%. This is much higher than that of the New York Life Investment Management LLC family and significantly higher than that of the Short-Term Bond category. The year to date return for all United States funds is notably lower than that of the firm.

Mainstay Indexed Bond Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Mainstay Indexed's current stock value. Our valuation model uses many indicators to compare Mainstay Indexed value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Mainstay Indexed competition to find correlations between indicators driving Mainstay Indexed's intrinsic value. More Info.
Mainstay Indexed Bond is number one fund in annual yield among similar funds. It also is number one fund in year to date return among similar funds creating about  1,893  of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Mainstay Indexed's earnings, one of the primary drivers of an investment's value.

About Mainstay Indexed Financial Statements

Mainstay Indexed investors use historical fundamental indicators, such as Mainstay Indexed's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Mainstay Indexed. Please read more on our technical analysis and fundamental analysis pages.
The fund, under normal circumstances, invests at least 80 percent of its assets in debt securities. Under normal circumstances, it invests at least 80 percent of net assets in investment grade quality bonds of various types as rated by a nationally recognized statistical rating organization , or if unrated, judged to be of comparable quality by NYL Investors LLC, the funds Subadvisor. The fund may invest up to 20 percent of its net assets in bonds rated below investment grade by a NRSRO, commonly referred to as high yield or junk bonds.

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Other Information on Investing in Mainstay Mutual Fund

Mainstay Indexed financial ratios help investors to determine whether Mainstay Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Mainstay with respect to the benefits of owning Mainstay Indexed security.
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