Mainstay Total Financial Statements From 2010 to 2024

MTMIX Fund  USD 9.02  0.01  0.11%   
Mainstay Total financial statements provide useful quarterly and yearly information to potential Mainstay Total Return 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 Total financial statements helps investors assess Mainstay Total's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Mainstay Total's valuation are summarized below:
Mainstay Total Return does not presently have any fundamental ratios for analysis.
Check Mainstay Total financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Mainstay Total'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 Total Valuation or Volatility modules.
  
This module can also supplement various Mainstay Total Technical models . Check out the analysis of Mainstay Total Correlation against competitors.

Mainstay Total Return Mutual Fund Year To Date Return Analysis

Mainstay Total'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 Total Year To Date Return

    
  4.75 %  
Most of Mainstay Total'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 Total Return 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 Total Return has a Year To Date Return of 4.7513%. This is much higher than that of the New York Life Investment Management LLC family and significantly higher than that of the Intermediate Core-Plus Bond category. The year to date return for all United States funds is notably lower than that of the firm.

Mainstay Total Return Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Mainstay Total's current stock value. Our valuation model uses many indicators to compare Mainstay Total value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Mainstay Total competition to find correlations between indicators driving Mainstay Total's intrinsic value. More Info.
Mainstay Total Return 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  91.72  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 Total's earnings, one of the primary drivers of an investment's value.

About Mainstay Total Financial Statements

Mainstay Total investors use historical fundamental indicators, such as Mainstay Total'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 Total. 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 bonds. It will generally seek to maintain a weighted average duration within 2.5 years of the duration of the Bloomberg U.S. Aggregate Bond Index. The fund may invest up to 20 percent of its total assets in securities denominated in foreign currencies.

Also Currently Popular

Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.

Other Information on Investing in Mainstay Mutual Fund

Mainstay Total 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 Total security.
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