Canada markets close in 4 hours 39 minutes

MainStay WMC Growth R2 (KLGRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
43.70-0.03 (-0.07%)
As of 09:00PM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.18%
5-Year Average Return12.41%
Number of Years Up7
Number of Years Down3
Best 1 Yr Total Return (Feb 22, 2024)38.00%
Worst 1 Yr Total Return (Feb 22, 2024)N/A
Best 3-Yr Total Return38.00%
Worst 3-Yr Total Return0.86%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnKLGRXCategory
YTD3.43%12.38%
1-Month3.43%5.09%
3-Month20.61%10.28%
1-Year30.64%41.70%
3-Year3.34%22.56%
5-Year11.76%21.98%
10-Year10.26%15.99%
Last Bull Market37.53%25.99%
Last Bear Market-23.84%-17.29%

Annual Total Return (%) History

Year
KLGRXCategory
2023
38.00%N/A
2022
-33.60%N/A
2021
17.32%N/A
2020
31.72%35.86%
2019
29.31%31.90%
2018
-4.54%-2.09%
2017
29.93%27.67%
2016
-0.01%3.23%
2015
1.89%3.60%
2014
8.12%10.00%
2013
N/A33.92%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202313.22%11.80%-3.96%13.51%
2022-11.81%-23.84%-4.02%3.01%
20211.21%10.32%0.72%4.31%
2020-17.67%29.33%11.43%11.02%
201914.26%2.24%1.30%9.27%
20181.03%6.12%8.96%-18.28%
20177.98%3.93%6.10%9.12%
2016-5.96%0.75%4.55%0.94%
20152.20%1.62%-7.80%6.40%
2014-2.27%5.06%0.25%5.04%
2013-0.47%9.27%8.08%N/A

Rank In Category (By Total Return)

YTD30
1-Month30
3-Month32
1-Year49
3-Year81
5-Year84

Load Adjusted Returns

1-Year30.64%
3-Year3.34%
5-Year11.76%
10-Year10.26%