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MainStay Epoch Capital Growth C (MECEX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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14.22-0.02 (-0.14%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.88%
5-Year Average Return13.66%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (Jun 27, 2024)28.22%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return28.22%
Worst 3-Yr Total Return8.20%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMECEXCategory
YTD7.27%9.95%
1-Month4.63%2.98%
3-Month0.43%8.22%
1-Year23.36%40.81%
3-Year6.94%19.17%
5-Year14.88%18.49%
10-Year0.00%11.83%
Last Bull Market26.06%21.12%
Last Bear Market-14.22%-20.34%

Annual Total Return (%) History

Year
MECEXCategory
2024
N/AN/A
2023
28.20%N/A
2022
-20.25%N/A
2021
23.91%N/A
2020
28.22%32.67%
2019
27.03%30.40%
2018
-9.55%-7.79%
2017
25.62%30.22%
2016
N/A2.42%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.27%N/AN/AN/A
20239.91%6.70%-3.18%12.91%
2022-12.32%-14.22%-5.77%12.52%
20214.10%8.30%1.30%8.50%
2020-15.63%22.12%7.62%15.63%
201912.89%4.92%-0.08%7.34%
2018-0.24%1.75%3.51%-13.91%
20177.54%5.22%4.70%6.03%
20164.60%-1.15%N/AN/A

Rank In Category (By Total Return)

YTD59
1-Month41
3-Month70
1-Year42
3-Year11
5-Year11

Load Adjusted Returns

1-Year22.36%
3-Year6.94%
5-Year14.88%
10-YearN/A