Mainstay Income Financial Statements From 2010 to 2024

MTODX Fund  USD 21.37  0.04  0.19%   
Mainstay Income financial statements provide useful quarterly and yearly information to potential Mainstay Income Builder 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 Income financial statements helps investors assess Mainstay Income's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Mainstay Income's valuation are summarized below:
Mainstay Income Builder does not presently have any fundamental ratios for analysis.
Check Mainstay Income financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Mainstay Income'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 Income Valuation or Volatility modules.
  
This module can also supplement various Mainstay Income Technical models . Check out the analysis of Mainstay Income Correlation against competitors.

Mainstay Income Builder Mutual Fund Year To Date Return Analysis

Mainstay Income'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 Income Year To Date Return

    
  14.85 %  
Most of Mainstay Income'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 Income Builder 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 Income Builder has a Year To Date Return of 14.8525%. This is much higher than that of the MainStay family and significantly higher than that of the World Allocation category. The year to date return for all United States funds is notably lower than that of the firm.

Mainstay Income Builder Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Mainstay Income's current stock value. Our valuation model uses many indicators to compare Mainstay Income value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Mainstay Income competition to find correlations between indicators driving Mainstay Income's intrinsic value. More Info.
Mainstay Income Builder 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  462.69  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 Income's earnings, one of the primary drivers of an investment's value.

About Mainstay Income Financial Statements

Mainstay Income investors use historical fundamental indicators, such as Mainstay Income'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 Income. Please read more on our technical analysis and fundamental analysis pages.
The fund normally invests a minimum of 30 percent of its net assets in equity securities and a minimum of 30 percent of its net assets in debt securities. From time to time, it may temporarily invest less than 30 percent of its net assets in equity or debt securities as a result of market conditions, individual securities transactions or cash flow considerations.

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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 Income 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 Income security.
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