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MainStay WMC Value Fund (MMPDX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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30.39-0.08 (-0.26%)
As of 08:05AM EST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.10%
5-year average return0.00%
Number of years up1
Number of years down1
Best 1-yr total return (23 Jan 2024)9.40%
Worst 1-yr total return (23 Jan 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
YTD9.40%17.52%
1-month5.34%-0.87%
3-month8.38%5.51%
1-year9.40%42.88%
3-year9.68%11.93%
5-year14.59%12.07%
10-year10.00%10.95%
Last bull market42.98%23.18%
Last bear market-9.60%-17.87%

Annual total return (%) history

Year
MMPDXCategory
2023
9.40%N/A
2022
-4.56%N/A
2021
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
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)

YTD65
1-month51
3-month78
1-year65
3-year51
5-year8

Load adjusted returns

1-year9.40%
3-year9.68%
5-year14.59%
10-year10.00%