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MainStay Fiera SMID Growth I (APSGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.29+0.06 (+0.35%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.22%
5-year average return13.56%
Number of years up8
Number of years down3
Best 1-yr total return (19 May 2024)44.48%
Worst 1-yr total return (19 May 2024)N/A
Best 3-yr total return44.48%
Worst 3-yr total return2.45%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAPSGXCategory
YTD1.81%10.80%
1-month-5.80%4.43%
3-month1.93%7.00%
1-year20.10%48.17%
3-year1.03%21.26%
5-year11.82%20.18%
10-year10.39%14.07%
Last bull market30.39%27.14%
Last bear market-21.44%-21.26%

Annual total return (%) history

Year
APSGXCategory
2024
N/AN/A
2023
25.16%N/A
2022
-23.56%N/A
2021
16.96%N/A
2020
44.48%39.26%
2019
31.15%32.52%
2018
-9.56%-6.65%
2017
26.60%23.91%
2016
2.97%6.03%
2015
-2.46%-0.95%
2014
7.04%7.00%
2013
36.87%34.93%
2012
N/A14.07%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.08%N/AN/AN/A
20234.92%11.06%-5.93%14.17%
2022-6.54%-21.44%1.18%2.90%
20216.29%5.25%-1.89%6.56%
2020-23.24%33.72%14.28%23.17%
201918.66%5.18%-5.78%11.52%
20184.38%1.46%5.67%-19.18%
20177.23%3.54%4.99%8.61%
2016-4.80%1.08%6.72%0.28%
20154.03%3.58%-11.81%2.64%
20142.13%3.51%-0.63%1.90%
201310.14%2.96%9.74%9.98%
20127.30%3.50%N/AN/A

Rank in category (by total return)

YTD55
1-month28
3-month71
1-year31
3-year22
5-year8

Load adjusted returns

1-year20.10%
3-year1.03%
5-year11.82%
10-year10.39%