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MainStay WMC Value Fund (MMPDX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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31.36+0.08 (+0.26%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.32%
5-Year Average Return0.00%
Number of Years Up1
Number of Years Down1
Best 1 Yr Total Return (Jun 27, 2024)9.40%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return9.40%
Worst 3-Yr Total ReturnN/A

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMMPDXCategory
YTD4.72%4.44%
1-Month3.11%-4.04%
3-Month3.31%4.09%
1-Year19.12%14.37%
3-Year5.54%6.04%
5-Year13.33%9.20%
10-Year10.12%8.57%
Last Bull Market18.83%22.97%
Last Bear Market-9.60%-11.27%

Annual Total Return (%) History

Year
MMPDXCategory
2024
N/AN/A
2023
9.40%11.63%
2022
-4.56%-5.90%
2021
N/A26.22%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.76%N/AN/AN/A
2023-1.25%3.34%-1.09%8.38%
2022-0.34%-9.60%-4.32%10.72%
2021-0.18%8.72%N/AN/A

Rank In Category (By Total Return)

YTD88
1-Month48
3-Month63
1-Year76
3-Year67
5-Year21

Load Adjusted Returns

1-Year19.12%
3-Year5.54%
5-Year13.33%
10-Year10.12%