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MainStay WMC Enduring Capital B (MOPBX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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31.74-0.01 (-0.03%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.69%
5-Year Average Return11.87%
Number of Years Up17
Number of Years Down8
Best 1 Yr Total Return (Jun 27, 2024)34.62%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return34.62%
Worst 3-Yr Total Return6.22%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMOPBXCategory
YTD6.06%5.31%
1-Month3.04%-4.19%
3-Month0.38%3.90%
1-Year24.57%20.31%
3-Year6.63%6.48%
5-Year13.48%11.78%
10-Year9.96%10.96%
Last Bull Market26.82%25.56%
Last Bear Market-12.73%-15.11%

Annual Total Return (%) History

Year
MOPBXCategory
2024
N/AN/A
2023
16.31%22.32%
2022
-14.03%-16.96%
2021
33.74%26.07%
2020
14.27%15.83%
2019
23.56%28.78%
2018
-7.47%-6.27%
2017
22.58%20.44%
2016
6.52%10.37%
2015
-0.37%-1.07%
2014
12.92%10.96%
2013
34.62%31.50%
2012
15.00%14.96%
2011
-0.95%-1.27%
2010
9.76%14.01%
2009
18.76%28.17%
2008
-38.16%-37.79%
2007
3.33%6.16%
2006
14.71%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
20249.46%N/AN/AN/A
20230.89%6.21%-2.92%11.82%
2022-5.97%-12.73%-3.11%8.13%
20218.73%7.03%1.47%13.27%
2020-20.97%21.09%7.27%11.31%
201911.71%1.95%0.73%7.71%
2018-1.15%3.26%7.53%-15.70%
20175.72%2.36%4.62%8.27%
2016-0.06%0.50%2.81%3.15%
20151.38%-0.54%-6.71%5.93%
20142.23%4.67%1.91%3.55%
201311.31%2.91%5.01%11.90%
201212.03%-3.50%7.07%-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%4.98%
2008-10.70%-0.76%-10.45%-22.08%
20070.72%5.92%-0.27%-2.89%
20064.61%-2.24%5.77%6.05%
2005-1.79%1.74%4.27%1.23%
20040.74%1.10%-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%
1998-7.71%20.29%N/AN/A

Rank In Category (By Total Return)

YTD85
1-Month82
3-Month92
1-Year68
3-Year74
5-Year69

Load Adjusted Returns

1-Year19.57%
3-Year5.74%
5-Year13.24%
10-Year9.96%