Canada markets closed

MainStay Fiera SMID Growth A (APSRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
16.61+0.14 (+0.85%)
At close: 06:05PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.92%
5-Year Average Return12.81%
Number of Years Up4
Number of Years Down1
Best 1 Yr Total Return (May 22, 2024)44.16%
Worst 1 Yr Total Return (May 22, 2024)N/A
Best 3-Yr Total Return44.16%
Worst 3-Yr Total Return3.53%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnAPSRXCategory
YTD1.73%10.80%
1-Month-5.84%4.43%
3-Month1.80%7.00%
1-Year19.72%48.17%
3-Year0.77%21.26%
5-Year11.53%20.18%
10-Year10.08%14.07%
Last Bull Market30.19%27.14%
Last Bear Market-21.50%-21.26%

Annual Total Return (%) History

Year
APSRXCategory
2024
N/AN/A
2023
24.75%N/A
2022
-23.75%N/A
2021
16.66%N/A
2020
44.16%39.26%
2019
30.87%32.52%
2018
N/A-6.65%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.04%N/AN/AN/A
20234.88%10.96%-6.00%14.04%
2022-6.60%-21.50%1.13%2.82%
20216.16%5.23%-1.96%6.52%
2020-23.24%33.60%14.23%23.07%
201918.68%5.15%-5.92%11.47%
20181.37%5.63%-19.38%N/A

Rank In Category (By Total Return)

YTD56
1-Month31
3-Month72
1-Year32
3-Year25
5-Year11

Load Adjusted Returns

1-Year13.13%
3-Year-1.12%
5-Year10.27%
10-Year9.46%