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MainStay WMC Growth Inv (KLGNX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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44.26-0.18 (-0.41%)
At close: 08:05AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return13.55%
5-Year Average Return12.31%
Number of Years Up7
Number of Years Down3
Best 1 Yr Total Return (May 15, 2024)37.74%
Worst 1 Yr Total Return (May 15, 2024)N/A
Best 3-Yr Total Return37.74%
Worst 3-Yr Total Return0.68%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnKLGNXCategory
YTD7.16%12.38%
1-Month-4.53%5.09%
3-Month3.62%10.28%
1-Year29.40%41.70%
3-Year1.94%22.56%
5-Year10.35%21.98%
10-Year10.66%15.99%
Last Bull Market30.83%25.99%
Last Bear Market-23.86%-17.29%

Annual Total Return (%) History

Year
KLGNXCategory
2024
N/AN/A
2023
37.74%N/A
2022
-33.71%N/A
2021
17.11%N/A
2020
31.47%35.86%
2019
29.09%31.90%
2018
-4.69%-2.09%
2017
29.69%27.67%
2016
-0.11%3.23%
2015
1.86%3.60%
2014
8.12%10.00%
2013
N/A33.92%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202412.24%N/AN/AN/A
202313.14%11.77%-4.02%13.48%
2022-11.85%-23.86%-4.08%2.98%
20211.16%10.27%0.67%4.28%
2020-17.71%29.28%11.36%10.97%
201914.22%2.20%1.25%9.22%
20181.00%6.06%8.90%-18.30%
20177.93%3.91%6.02%9.06%
2016-5.97%0.79%4.45%0.91%
20152.17%1.63%-7.81%6.41%
2014-2.27%5.07%0.25%5.04%
2013-0.64%9.33%8.12%N/A

Rank In Category (By Total Return)

YTD44
1-Month43
3-Month57
1-Year56
3-Year77
5-Year84

Load Adjusted Returns

1-Year22.93%
3-Year0.21%
5-Year9.22%
10-Year10.10%