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MainStay WMC Growth B (KLGBX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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38.61+0.10 (+0.26%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return12.11%
5-Year Average Return12.13%
Number of Years Up7
Number of Years Down3
Best 1 Yr Total Return (Jun 3, 2024)36.72%
Worst 1 Yr Total Return (Jun 3, 2024)N/A
Best 3-Yr Total Return36.72%
Worst 3-Yr Total Return-0.07%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnKLGBXCategory
YTD6.88%12.38%
1-Month-4.61%5.09%
3-Month3.43%10.28%
1-Year28.44%41.70%
3-Year1.17%22.56%
5-Year9.51%21.98%
10-Year9.84%15.99%
Last Bull Market30.46%25.99%
Last Bear Market-24.01%-17.29%

Annual Total Return (%) History

Year
KLGBXCategory
2024
N/AN/A
2023
36.72%N/A
2022
-34.21%N/A
2021
16.20%N/A
2020
30.52%35.86%
2019
28.13%31.90%
2018
-5.44%-2.09%
2017
28.76%27.67%
2016
-0.88%3.23%
2015
1.14%3.60%
2014
7.29%10.00%
2013
N/A33.92%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202412.05%N/AN/AN/A
202312.98%11.52%-4.19%13.25%
2022-12.01%-24.01%-4.26%2.77%
20210.95%10.06%0.50%4.07%
2020-17.88%29.09%11.14%10.78%
201914.03%1.99%1.08%9.00%
20180.80%5.87%8.69%-18.47%
20177.73%3.71%5.83%8.90%
2016-6.15%0.59%4.25%0.72%
20151.98%1.43%-7.97%6.25%
2014-2.45%4.85%0.06%4.82%
2013-0.84%9.12%7.94%N/A

Rank In Category (By Total Return)

YTD48
1-Month47
3-Month61
1-Year60
3-Year81
5-Year89

Load Adjusted Returns

1-Year23.44%
3-Year0.39%
5-Year9.23%
10-Year9.84%