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

Nasdaq - Nasdaq Delayed Price. Currency in USD
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14.90+0.15 (+1.02%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return Rating★★
Year-to-Date Return9.93%
5-Year Average Return8.66%
Number of Years Up10
Number of Years Down2
Best 1 Yr Total Return (Feb 3, 2019)35.14%
Worst 1 Yr Total Return (Feb 3, 2019)-11.32%
Best 3-Yr Total Return35.14%
Worst 3-Yr Total Return5.56%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMAWNXCategory
YTD18.61%14.84%
1-Month8.44%1.65%
3-Month14.34%7.55%
1-Year68.95%40.47%
3-Year15.26%16.77%
5-Year11.10%16.15%
10-Year11.56%13.21%
Last Bull Market25.32%24.09%
Last Bear Market-21.01%-17.61%

Annual Total Return (%) History

Year
MAWNXCategory
2021
N/AN/A
2020
9.67%15.83%
2019
30.80%28.78%
2018
-11.32%-6.27%
2017
22.16%20.44%
2016
8.56%10.37%
2015
-2.94%-1.07%
2014
12.81%10.96%
2013
35.14%31.50%
2012
10.38%14.96%
2011
0.04%-1.27%
2010
15.24%14.01%
2009
34.34%28.17%
2008
N/A-37.79%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202111.98%N/AN/AN/A
2020-28.08%21.45%7.12%17.22%
201913.33%6.62%0.45%7.76%
2018-2.17%1.44%5.95%-15.65%
20177.08%2.71%4.46%6.33%
2016-1.29%0.14%4.68%4.93%
20151.40%-0.22%-9.11%5.55%
20140.47%3.40%1.68%6.81%
201310.10%4.83%6.72%9.72%
201212.21%-5.08%3.17%0.46%
20117.57%0.68%-18.65%13.56%
20106.41%-13.14%12.96%10.37%
2009-1.62%13.26%14.62%5.18%
20081.79%-14.18%-27.47%N/A

Rank In Category (By Total Return)

YTD6
1-Month12
3-Month6
1-Year6
3-Year79
5-Year75

Load Adjusted Returns

1-Year62.22%
3-Year11.42%
5-Year12.70%
10-Year10.55%