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S&P/TSX
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S&P 500
5,464.62
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MainStay WMC Enduring Capital R3 (MSOSX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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35.92
+0.15
(+0.42%)
At close: 09:00PM EDT
Summary
Chart
Conversations
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance Overview
Morningstar Return Rating
N/A1
Year-to-Date Return
0.26%
5-Year Average Return
13.14%
Number of Years Up
5
Number of Years Down
2
Best 1 Yr Total Return (Jan 23, 2024)
34.58%
Worst 1 Yr Total Return (Jan 23, 2024)
N/A
Best 3-Yr Total Return
34.58%
Worst 3-Yr Total Return
10.04%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
Return
MSOSX
Category
YTD
17.03%
5.31%
1-Month
6.08%
-4.19%
3-Month
12.01%
3.90%
1-Year
17.03%
20.31%
3-Year
10.86%
6.48%
5-Year
14.29%
11.78%
10-Year
10.61%
10.96%
Last Bull Market
43.20%
25.56%
Last Bear Market
-12.62%
-15.11%
Annual Total Return (%) History
Year
MSOSX
Category
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/A
10.37%
Past Quarterly Returns (%)
Year
Q1
Q2
Q3
Q4
2023
1.03%
6.36%
-2.77%
12.01%
2022
-5.79%
-12.62%
-3.01%
8.36%
2021
8.94%
7.18%
1.63%
13.41%
2020
-20.85%
21.29%
7.52%
11.49%
2019
11.88%
2.16%
0.87%
7.89%
2018
-1.02%
3.40%
7.70%
-15.55%
2017
5.90%
2.54%
4.73%
8.49%
2016
0.61%
3.04%
3.27%
N/A
Rank In Category (By Total Return)
YTD
81
1-Month
14
3-Month
31
1-Year
81
3-Year
14
5-Year
58
Load Adjusted Returns
1-Year
17.03%
3-Year
10.86%
5-Year
14.29%
10-Year
10.61%
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