Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

NYLI S&P 500 Index Investor Class (MYSPX)

58.06
+5.03
+(9.49%)
At close: 8:01:41 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -15.14%
5y Average Return 13.58%
Number of Years Up 14
Number of Years Down 2
Best 1Y Total Return (Apr 8, 2025) 31.48%
Worst 1Y Total Return (Apr 8, 2025) --
Best 3Y Total Return 31.48%
Worst 3Y Total Return 6.94%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MYSPX
Category
YTD
-4.45%
5.31%
1-Month
-5.69%
-4.19%
3-Month
-4.45%
3.90%
1-Year
7.48%
20.31%
3-Year
8.30%
6.48%
5-Year
17.76%
11.78%
10-Year
11.74%
10.96%
Last Bull Market
20.27%
25.56%
Last Bear Market
-16.25%
-15.11%

Annual Total Return (%) History

Year
MYSPX
Category
2025
--
--
2024
24.12%
--
2023
25.41%
22.32%
2022
-18.67%
-16.96%
2021
27.81%
26.07%
2020
17.63%
15.83%
2019
30.64%
28.78%
2018
-5.03%
-6.27%

2017
21.02%
20.44%
2016
11.20%
10.37%
2015
0.69%
-1.07%
2014
12.89%
10.96%
2013
31.48%
31.50%
2012
15.22%
14.96%
2011
1.47%
-1.27%
2010
14.23%
14.01%
2009
25.71%
28.17%
2008
--
-37.79%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -4.45% -- -- --
2024 10.35% 4.09% 5.71% 2.23%
2023 7.31% 8.56% -3.43% 11.48%
2022 -4.75% -16.25% -5.05% 7.37%
2021 5.98% 8.36% 0.41% 10.83%
2020 -19.70% 20.35% 8.73% 11.95%
2019 13.46% 4.12% 1.55% 8.89%
2018 -0.94% 3.24% 7.53% -13.64%
2017 5.88% 2.91% 4.31% 6.47%
2016 1.17% 2.28% 3.68% 3.65%

2015 0.80% 0.11% -6.61% 6.85%
2014 1.60% 5.06% 0.95% 4.77%
2013 10.40% 2.71% 5.07% 10.35%
2012 12.40% -2.90% 6.17% -0.56%
2011 5.74% -0.03% -14.01% 11.64%
2010 5.26% -11.55% 11.00% 10.54%
2009 -11.09% 15.71% 15.42% 5.88%
2008 -2.83% -8.41% -22.01% --

Rank in Category (By Total Return)

YTD 55
1-Month 54
3-Month 55
1-Year 33
3-Year 46
5-Year 50

Load Adjusted Returns

1-Year 6.40%
3-Year 7.93%
5-Year 17.53%
10-Year 11.62%

Performance & Risk

YTD Return -15.14%
5y Average Return 13.58%
Rank in Category (ytd) 55
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family New York Life Investment Management LLC
Net Assets 1.49B
YTD Return -4.45%
Yield 0.70%
Morningstar Rating
Inception Date Jan 02, 1991

Fund Summary

The fund normally invests at least 80% of its assets (net assets plus any borrowings for investment purposes) in stocks as represented in the Standard & Poor's 500® Index in the same proportion, to the extent feasible. It may invest up to 20% of its total assets in options and futures contracts to maintain cash reserves, while being fully invested, to facilitate trading or to reduce transaction costs.

Related Tickers