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MainStay Epoch US All Cap A (MAAAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.83+0.16 (+1.02%)
At close: 08:00PM EDT

Performance overview

Morningstar return rating★★
Year-to-date return9.94%
5-year average return8.99%
Number of years up13
Number of years down3
Best 1-yr total return (3 Feb 2019)35.69%
Worst 1-yr total return (3 Feb 2019)-44.14%
Best 3-yr total return35.69%
Worst 3-yr total return-12.66%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMAAAXCategory
YTD18.68%5.31%
1-month8.48%-4.19%
3-month14.40%3.90%
1-year69.34%20.31%
3-year15.56%6.48%
5-year11.41%11.78%
10-year11.93%10.96%
Last bull market25.65%25.56%
Last bear market-20.90%-15.11%

Annual total return (%) history

Year
MAAAXCategory
2021
N/A26.07%
2020
10.00%15.83%
2019
31.10%28.78%
2018
-11.04%-6.27%
2017
22.39%20.44%
2016
8.93%10.37%
2015
-2.63%-1.07%
2014
13.22%10.96%
2013
35.69%31.50%
2012
10.93%14.96%
2011
0.48%-1.27%
2010
15.78%14.01%
2009
34.97%28.17%
2008
-44.14%-37.79%
2007
14.58%6.16%
2006
4.10%14.17%
2005
14.75%5.88%
2004
N/A10.02%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202112.00%N/AN/AN/A
2020-28.01%21.50%7.21%17.30%
201913.41%6.68%0.52%7.80%
2018-2.09%1.53%6.02%-15.59%
20177.05%2.78%4.54%6.40%
2016-1.23%0.22%4.78%5.02%
20151.42%-0.11%-9.01%5.63%
20140.54%3.51%1.73%6.95%
201310.19%4.95%6.81%9.86%
201212.29%-4.95%3.31%0.60%
20117.69%0.76%-18.56%13.70%
20106.53%-13.00%13.03%10.53%
2009-1.55%13.44%14.74%5.32%
2008-12.11%1.88%-14.09%-27.39%
20073.15%8.76%2.99%-0.84%
20064.75%-4.37%-0.52%4.46%
2005-2.38%6.54%5.81%4.27%
2004-1.44%-5.01%10.99%N/A

Rank in category (by total return)

YTD5
1-month12
3-month5
1-year6
3-year75
5-year70

Load adjusted returns

1-year61.73%
3-year11.52%
5-year12.88%
10-year10.86%