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MainStay Epoch Capital Growth I (MECFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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15.06+0.09 (+0.60%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.88%
5-Year Average Return16.33%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (May 30, 2024)29.79%
Worst 1 Yr Total Return (May 30, 2024)N/A
Best 3-Yr Total Return29.79%
Worst 3-Yr Total Return9.57%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMECFXCategory
YTD3.01%9.95%
1-Month-5.21%2.98%
3-Month1.77%8.22%
1-Year18.67%40.81%
3-Year7.00%19.17%
5-Year13.96%18.49%
10-Year0.00%11.83%
Last Bull Market26.75%21.12%
Last Bear Market-13.89%-20.34%

Annual Total Return (%) History

Year
MECFXCategory
2024
N/AN/A
2023
29.68%N/A
2022
-19.19%N/A
2021
25.52%N/A
2020
29.79%32.67%
2019
28.63%30.40%
2018
-8.46%-7.79%
2017
27.12%30.22%
2016
N/A2.42%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.67%N/AN/AN/A
202310.16%7.04%-2.90%13.26%
2022-12.07%-13.89%-5.54%12.99%
20214.41%8.66%1.63%8.86%
2020-15.31%22.42%7.98%15.94%
201913.23%5.27%0.31%7.57%
20180.00%2.05%3.94%-13.69%
20177.92%5.37%5.10%6.36%
20164.90%-1.01%N/AN/A

Rank In Category (By Total Return)

YTD66
1-Month79
3-Month77
1-Year37
3-Year4
5-Year2

Load Adjusted Returns

1-Year18.67%
3-Year7.00%
5-Year13.96%
10-YearN/A