Canada markets closed

MainStay WMC Enduring Capital R3 (MSOSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
35.92+0.15 (+0.42%)
At close: 09:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.26%
5-Year Average Return13.14%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (Jan 23, 2024)34.58%
Worst 1 Yr Total Return (Jan 23, 2024)N/A
Best 3-Yr Total Return34.58%
Worst 3-Yr Total Return10.04%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMSOSXCategory
YTD17.03%5.31%
1-Month6.08%-4.19%
3-Month12.01%3.90%
1-Year17.03%20.31%
3-Year10.86%6.48%
5-Year14.29%11.78%
10-Year10.61%10.96%
Last Bull Market43.20%25.56%
Last Bear Market-12.62%-15.11%

Annual Total Return (%) History

Year
MSOSXCategory
2023
17.03%22.32%
2022
-13.49%-16.96%
2021
34.58%26.07%
2020
15.08%15.83%
2019
24.38%28.78%
2018
-6.91%-6.27%
2017
23.38%20.44%
2016
N/A10.37%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20231.03%6.36%-2.77%12.01%
2022-5.79%-12.62%-3.01%8.36%
20218.94%7.18%1.63%13.41%
2020-20.85%21.29%7.52%11.49%
201911.88%2.16%0.87%7.89%
2018-1.02%3.40%7.70%-15.55%
20175.90%2.54%4.73%8.49%
20160.61%3.04%3.27%N/A

Rank In Category (By Total Return)

YTD81
1-Month14
3-Month31
1-Year81
3-Year14
5-Year58

Load Adjusted Returns

1-Year17.03%
3-Year10.86%
5-Year14.29%
10-Year10.61%