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MainStay WMC Enduring Capital C (MGOCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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31.65-0.05 (-0.16%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.50%
5-Year Average Return11.43%
Number of Years Up17
Number of Years Down8
Best 1 Yr Total Return (Jul 4, 2024)34.62%
Worst 1 Yr Total Return (Jul 4, 2024)N/A
Best 3-Yr Total Return34.62%
Worst 3-Yr Total Return6.20%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMGOCXCategory
YTD5.70%5.31%
1-Month-0.35%-4.19%
3-Month-3.44%3.90%
1-Year14.74%20.31%
3-Year6.70%6.48%
5-Year11.87%11.78%
10-Year9.75%10.96%
Last Bull Market26.81%25.56%
Last Bear Market-12.74%-15.11%

Annual Total Return (%) History

Year
MGOCXCategory
2024
N/AN/A
2023
16.29%22.32%
2022
-13.99%-16.96%
2021
33.74%26.07%
2020
14.24%15.83%
2019
23.59%28.78%
2018
-7.52%-6.27%
2017
22.59%20.44%
2016
6.52%10.37%
2015
-0.37%-1.07%
2014
12.86%10.96%
2013
34.62%31.50%
2012
15.00%14.96%
2011
-0.95%-1.27%
2010
9.76%14.01%
2009
18.74%28.17%
2008
-38.12%-37.79%
2007
3.33%6.16%
2006
14.62%14.17%
2005
5.46%5.88%
2004
8.71%10.02%
2003
23.88%27.05%
2002
-26.12%-22.25%
2001
-18.41%-13.50%
2000
-3.46%-6.31%
1999
28.80%20.16%
1998
N/A22.39%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.47%-3.44%N/AN/A
20230.85%6.22%-2.93%11.83%
2022-5.91%-12.74%-3.15%8.18%
20218.78%7.00%1.47%13.25%
2020-20.98%21.06%7.33%11.28%
201911.72%2.00%0.68%7.72%
2018-1.19%3.27%7.53%-15.72%
20175.73%2.36%4.57%8.33%
2016-0.06%0.50%2.81%3.15%
20151.38%-0.54%-6.71%5.93%
20142.17%4.67%1.86%3.61%
201311.23%2.92%5.01%11.98%
201212.03%-3.58%7.16%-0.65%
20115.56%-1.34%-14.57%11.33%
20104.24%-12.40%9.17%10.10%
2009-11.04%10.90%14.68%4.96%
2008-10.63%-0.76%-10.45%-22.08%
20070.72%6.00%-0.27%-2.95%
20064.53%-2.17%5.69%6.05%
2005-1.79%1.65%4.36%1.23%
20040.65%1.20%-2.00%8.91%
2003-3.21%11.98%2.01%12.05%
2002-2.54%-11.66%-15.27%1.28%
2001-15.36%4.50%-15.73%9.47%
20005.60%-2.62%-0.64%-5.51%
19994.75%7.28%-5.96%21.88%
199820.16%N/AN/AN/A

Rank In Category (By Total Return)

YTD91
1-Month95
3-Month98
1-Year85
3-Year75
5-Year76

Load Adjusted Returns

1-Year13.74%
3-Year6.70%
5-Year11.87%
10-Year9.75%