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MainStay WMC Value R6 (MMPDX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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31.33-0.03 (-0.10%)
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 (1 Jul 2024)9.40%
Worst 1-yr total return (1 Jul 2024)N/A
Best 3-yr total return9.40%
Worst 3-yr total returnN/A

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
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%-1.35%N/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%