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MSOAX: MAINSTAY COMMON STOCK FUND CLASS A (MUTUAL FUND)
Basic Info 36.17 0.08(0.22%) June 03
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (26%) |
| Start Date: | 08/19/1998 |
| Last Dividend Date: | 12/08/2025 |
| 12-Mo. Yield | 3.73% |
| Expenses | 0.63% |
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Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | -0.4 | -5.8 | 9.0 | 2.6 | 9.1 | 10.1 | 7.5 | 6.4 | -0.6 | 10.5 | 17.7 | -16.2 | 24.0 | 15.5 | 24.8 | -7.0 | 23.8 | 7.6 | 0.6 | 14.0 | 36.2 | 16.5 | 0.3 | 11.2 | 20.3 | -37.4 | 3.9 | 15.5 | 6.3 | 9.5 | 24.8 | -25.6 | -17.8 | -2.7 | 29.7 | 14.6 |
| Sharpe Ratio | NA | -0.24 | -0.6 | 0.39 | 0.01 | 0.41 | NA | NA | 0.26 | -0.22 | 0.57 | 1.02 | -0.8 | 1.66 | 0.44 | 1.83 | -0.47 | 3.07 | 0.55 | 0.03 | 1.17 | 3.1 | 1.25 | 0.01 | 0.6 | 0.78 | -0.93 | 0.05 | 1.14 | 0.36 | 0.75 | 1.54 | -1.17 | -1.05 | -0.31 | 1.61 | 1.74 |
| Draw Down(%) | NA | 10.6 | 11.4 | 14.7 | 25.9 | 34.0 | NA | NA | 55.1 | 10.8 | 9.7 | 10.4 | 21.3 | 10.2 | 34.0 | 7.9 | 21.4 | 2.5 | 11.6 | 11.8 | 8.8 | 5.5 | 10.5 | 19.7 | 16.2 | 26.2 | 48.4 | 11.0 | 8.5 | 7.6 | 8.4 | 11.7 | 30.8 | 29.2 | 15.4 | 10.9 | 12.6 |
| Standard Deviation(%) | NA | 14.1 | 12.7 | 13.8 | 16.1 | 17.9 | NA | NA | 19.0 | 16.0 | 12.2 | 13.9 | 22.2 | 14.4 | 34.9 | 12.8 | 18.1 | 7.6 | 13.5 | 15.8 | 12.0 | 11.7 | 13.2 | 23.6 | 18.5 | 26.0 | 41.3 | 16.6 | 10.6 | 11.0 | 11.4 | 15.7 | 22.8 | 19.5 | 22.3 | 16.4 | 23.8 |
| Treynor Ratio | NA | -0.05 | -0.12 | 0.08 | 0.0 | 0.08 | NA | NA | 0.05 | -0.05 | 0.09 | 0.16 | -0.21 | 0.3 | 0.15 | 0.23 | -0.08 | 0.21 | 0.07 | 0.01 | 0.14 | 0.35 | 0.16 | 0.0 | 0.11 | 0.21 | -0.38 | 0.01 | 0.12 | 0.04 | 0.08 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.07 | -0.09 | -0.03 | -0.03 | -0.02 | NA | NA | -0.01 | -0.05 | -0.03 | -0.02 | 0.0 | 0.01 | -0.02 | -0.02 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | -0.02 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.64 | 0.62 | 0.71 | 0.77 | 0.9 | NA | NA | 0.96 | 0.67 | 0.73 | 0.9 | 0.83 | 0.8 | 1.0 | 1.01 | 1.05 | 1.11 | 1.01 | 1.02 | 1.03 | 1.04 | 1.02 | 0.99 | 0.98 | 0.95 | 1.01 | 1.04 | 1.04 | 1.06 | 1.02 | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.38 | 0.34 | 0.59 | 0.68 | 0.85 | NA | NA | 0.73 | 0.63 | 0.58 | 0.74 | 0.86 | 0.55 | 0.99 | 0.98 | 0.98 | 0.96 | 0.98 | 0.99 | 0.98 | 0.98 | 0.98 | 0.99 | 0.93 | 0.99 | 0.99 | 0.98 | 0.98 | 0.98 | 0.91 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 3.9 | 0.3 | 0.8 | 0.2 | 0.1 | 0.9 | 7.0 | 11.4 | 1.1 | 1.3 | 1.1 | 0.9 | 1.6 | 1.5 | 1.6 | 1.0 | 1.4 | 0.7 | 8.2 | 2.5 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 | 1.4 | 0.1 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 1378.0 | -55.0 | 177.5 | 100.0 | -83.2 | -84.0 | -49.1 | 1195.8 | -11.0 | 16.5 | 48.3 | -29.3 | 18.2 | -5.9 | 74.8 | -17.7 | 27.5 | -91.5 | 260.0 | 1495.2 | N/A | N/A | N/A | N/A | -100.0 | 2222.2 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/29/1998
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