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MainStay Winslow Large Cap Growth Fund (MLRTX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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10.20-0.02 (-0.20%)
At close: 08:05AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return15.52%
5-Year Average Return16.37%
Number of Years Up14
Number of Years Down4
Best 1 Yr Total Return (Jun 6, 2024)42.61%
Worst 1 Yr Total Return (Jun 6, 2024)N/A
Best 3-Yr Total Return42.61%
Worst 3-Yr Total Return4.30%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMLRTXCategory
YTD12.23%12.38%
1-Month4.76%5.09%
3-Month0.61%10.28%
1-Year34.51%41.70%
3-Year8.79%22.56%
5-Year16.65%21.98%
10-Year14.36%15.99%
Last Bull Market34.67%25.99%
Last Bear Market-22.21%-17.29%

Annual Total Return (%) History

Year
MLRTXCategory
2024
N/AN/A
2023
42.61%N/A
2022
-31.50%N/A
2021
24.42%N/A
2020
36.92%35.86%
2019
33.16%31.90%
2018
3.35%-2.09%
2017
31.95%27.67%
2016
-2.71%3.23%
2015
5.82%3.60%
2014
10.21%10.00%
2013
36.44%33.92%
2012
12.86%15.34%
2011
-0.62%-2.46%
2010
15.31%15.53%
2009
39.23%35.68%
2008
-38.58%-40.67%
2007
21.28%13.35%
2006
6.86%7.05%
2005
N/A6.71%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202412.91%N/AN/AN/A
202311.01%12.79%-3.47%17.98%
2022-13.07%-22.21%-5.51%7.20%
20210.85%11.67%2.93%7.33%
2020-12.51%28.11%11.85%9.23%
201917.47%4.55%-0.64%9.12%
20186.10%7.31%8.08%-16.01%
201710.45%6.98%5.58%5.77%
2016-5.77%1.13%5.94%-3.64%
20152.99%0.97%-6.22%8.52%
2014-1.39%4.43%1.54%5.40%
20139.28%1.53%10.80%10.98%
201217.30%-7.68%5.91%-1.59%
20117.34%0.00%-15.39%9.42%
20103.42%-13.23%15.79%10.97%
2009-0.23%13.41%14.23%7.72%
2008-10.45%4.98%-15.56%-22.63%
20071.52%8.99%7.02%2.43%
20064.87%-5.16%3.27%4.04%
20056.34%3.22%N/AN/A

Rank In Category (By Total Return)

YTD50
1-Month61
3-Month76
1-Year30
3-Year31
5-Year35

Load Adjusted Returns

1-Year34.51%
3-Year8.79%
5-Year16.65%
10-Year14.36%