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MainStay Fiera SMID Growth A (APSRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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16.04-0.20 (-1.23%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-0.74%
5-Year Average Return11.61%
Number of Years Up4
Number of Years Down1
Best 1 Yr Total Return (Jun 13, 2024)44.16%
Worst 1 Yr Total Return (Jun 13, 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
YTD1.11%10.80%
1-Month-0.61%4.43%
3-Month-4.94%7.00%
1-Year19.16%48.17%
3-Year0.84%21.26%
5-Year12.88%20.18%
10-Year9.79%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)

YTD80
1-Month96
3-Month90
1-Year54
3-Year38
5-Year14

Load Adjusted Returns

1-Year12.60%
3-Year-1.04%
5-Year11.61%
10-Year9.17%