MMPDX - MainStay WMC Value Fund

Nasdaq - Nasdaq Delayed price. Currency in USD

Performance overview

Morningstar return ratingN/A1
Year-to-date return-2.71%
5-year average return0.00%
Number of years upN/A
Number of years down1
Best 1-yr total return (25 May 2023)-4.56%
Worst 1-yr total return (25 May 2023)N/A
Best 3-yr total return-4.56%
Worst 3-yr total returnN/A

Trailing returns (%) vs. Benchmarks

ReturnMMPDXCategory
YTD-2.71%17.52%
1-month-0.53%-0.87%
3-month-3.58%5.51%
1-year-4.72%42.88%
3-year0.00%11.93%
5-year0.00%12.07%
10-year0.00%10.95%
Last bull market42.98%23.18%
Last bear market-9.60%-17.87%

Annual total return (%) history

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

Past quarterly returns (%)

YearQ1Q2Q3Q4
2023-1.25%N/AN/AN/A
2022-0.34%-9.60%-4.32%10.72%
2021-0.18%8.72%N/AN/A

Rank in category (by total return)

YTD75
1-month36
3-month67
1-year64
3-year15
5-year2

Load adjusted returns

1-year0.83%
3-year18.02%
5-year11.39%
10-year10.71%