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MainStay Winslow Large Cap Growth Fund (MLRSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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13.20-0.08 (-0.60%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return20.99%
5-Year Average Return17.33%
Number of Years Up8
Number of Years Down2
Best 1 Yr Total Return (Jun 27, 2024)43.09%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return43.09%
Worst 3-Yr Total Return4.80%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMLRSXCategory
YTD12.56%12.38%
1-Month4.78%5.09%
3-Month0.82%10.28%
1-Year35.11%41.70%
3-Year9.29%22.56%
5-Year17.17%21.98%
10-Year14.88%15.99%
Last Bull Market34.92%25.99%
Last Bear Market-22.19%-17.29%

Annual Total Return (%) History

Year
MLRSXCategory
2024
N/AN/A
2023
43.09%N/A
2022
-31.16%N/A
2021
24.85%N/A
2020
37.44%35.86%
2019
33.87%31.90%
2018
3.82%-2.09%
2017
32.51%27.67%
2016
-2.17%3.23%
2015
6.25%3.60%
2014
10.75%10.00%
2013
N/A33.92%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202413.20%N/AN/AN/A
202311.04%13.08%-3.44%18.01%
2022-12.87%-22.19%-5.42%7.37%
20210.89%11.83%3.04%7.39%
2020-12.50%28.35%11.91%9.36%
201917.69%4.61%-0.48%9.26%
20186.25%7.43%8.26%-15.98%
201710.61%7.06%5.71%5.86%
2016-5.58%1.29%6.04%-3.54%
20153.15%1.02%-6.04%8.53%
2014-1.25%4.57%1.67%5.48%
201310.94%11.05%N/AN/A

Rank In Category (By Total Return)

YTD48
1-Month60
3-Month73
1-Year27
3-Year25
5-Year27

Load Adjusted Returns

1-Year35.11%
3-Year9.29%
5-Year17.17%
10-Year14.88%