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MainStay Funds Trust - MainStay Epoch U.S. All Cap Fund (MATIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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20.54+0.21 (+1.03%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return Rating★★
Year-to-Date Return10.03%
5-Year Average Return9.26%
Number of Years Up22
Number of Years Down7
Best 1 Yr Total Return (Feb 3, 2019)36.01%
Worst 1 Yr Total Return (Feb 3, 2019)-43.91%
Best 3-Yr Total Return36.01%
Worst 3-Yr Total Return-12.20%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMATIXCategory
YTD18.74%5.31%
1-Month8.45%-4.19%
3-Month14.42%3.90%
1-Year69.74%20.31%
3-Year15.84%6.48%
5-Year11.69%11.78%
10-Year12.20%10.96%
Last Bull Market25.85%25.56%
Last Bear Market-20.80%-15.11%

Annual Total Return (%) History

Year
MATIXCategory
2021
N/A26.07%
2020
10.29%15.83%
2019
31.44%28.78%
2018
-10.85%-6.27%
2017
22.73%20.44%
2016
9.19%10.37%
2015
-2.38%-1.07%
2014
13.50%10.96%
2013
36.01%31.50%
2012
11.17%14.96%
2011
0.70%-1.27%
2010
16.11%14.01%
2009
35.30%28.17%
2008
-43.91%-37.79%
2007
15.27%6.16%
2006
4.69%14.17%
2005
15.49%5.88%
2004
6.81%10.02%
2003
27.17%27.05%
2002
-30.95%-22.25%
2001
-23.37%-13.50%
2000
-11.57%-6.31%
1999
25.33%20.16%
1998
40.50%22.39%
1997
24.73%28.37%
1996
21.62%20.76%
1995
37.88%32.35%
1994
-2.23%-0.93%
1993
9.59%N/A
1992
5.63%N/A
1991
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202112.09%N/AN/AN/A
2020-27.94%21.56%7.26%17.38%
201913.48%6.77%0.56%7.88%
2018-2.00%1.58%6.07%-15.57%
20177.15%2.84%4.63%6.45%
2016-1.16%0.32%4.78%5.09%
20151.52%-0.07%-8.97%5.71%
20140.60%3.57%1.81%7.00%
201310.23%5.03%6.93%9.87%
201212.41%-4.93%3.36%0.64%
20117.72%0.83%-18.50%13.75%
20106.61%-12.95%13.12%10.61%
2009-1.46%13.48%14.85%5.36%
2008-11.96%1.95%-14.02%-27.32%
20073.25%8.95%3.14%-0.65%
20064.82%-4.20%-0.33%4.61%
2005-2.21%6.67%5.98%4.47%
20042.46%-1.40%-4.87%11.14%
2003-3.39%14.77%3.82%10.47%
2002-4.63%-14.81%-15.84%0.99%
2001-19.82%3.27%-18.82%14.00%
20005.04%-3.25%1.94%-14.64%
19995.05%2.45%-3.89%21.17%
199814.59%4.19%-8.04%27.97%
1997-4.23%18.28%10.12%-0.00%
19967.59%3.21%6.41%2.93%
19959.14%10.18%11.91%2.46%
1994-1.39%-6.97%9.69%-2.84%
1993-1.17%1.31%8.52%0.86%
1992-1.98%-13.41%3.98%19.69%
1991-3.66%21.32%13.76%N/A

Rank In Category (By Total Return)

YTD5
1-Month11
3-Month5
1-Year6
3-Year72
5-Year66

Load Adjusted Returns

1-Year71.55%
3-Year13.92%
5-Year14.45%
10-Year11.76%