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MainStay WMC Growth A (KLGAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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47.46-0.13 (-0.27%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return18.09%
5-year average return13.20%
Number of years up13
Number of years down4
Best 1-yr total return (27 June 2024)43.80%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return43.80%
Worst 3-yr total return0.97%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnKLGAXCategory
YTD12.04%12.38%
1-month4.43%5.09%
3-month1.30%10.28%
1-year29.73%41.70%
3-year4.63%22.56%
5-year13.46%21.98%
10-year11.00%15.99%
Last bull market30.98%25.99%
Last bear market-23.82%-17.29%

Annual total return (%) history

Year
KLGAXCategory
2024
N/AN/A
2023
38.11%N/A
2022
-33.53%N/A
2021
17.41%N/A
2020
31.89%35.86%
2019
29.45%31.90%
2018
-4.47%-2.09%
2017
30.05%27.67%
2016
0.09%3.23%
2015
2.04%3.60%
2014
8.26%10.00%
2013
24.24%33.92%
2012
14.35%15.34%
2011
-0.50%-2.46%
2010
15.94%15.53%
2009
43.80%35.68%
2008
-43.21%-40.67%
2007
16.10%13.35%
2006
N/A7.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.34%N/AN/AN/A
202313.26%11.83%-3.93%13.50%
2022-11.79%-23.82%-4.01%3.05%
20211.22%10.34%0.74%4.35%
2020-17.66%29.39%11.45%11.08%
201914.30%2.26%1.35%9.28%
20181.05%6.14%8.96%-18.25%
20177.98%3.98%6.10%9.17%
2016-5.93%0.82%4.52%0.97%
20152.23%1.65%-7.75%6.45%
2014-2.24%5.12%0.28%5.06%
20135.59%-0.44%9.33%8.09%
201216.96%-6.25%6.76%-2.32%
20116.98%1.22%-17.19%10.96%
20103.48%-16.63%18.72%13.21%
20091.35%17.40%13.19%6.77%
2008-12.02%0.30%-18.58%-20.96%
20073.18%4.84%6.86%0.43%
20065.94%N/AN/AN/A

Rank in category (by total return)

YTD53
1-month67
3-month69
1-year63
3-year73
5-year76

Load adjusted returns

1-year22.60%
3-year2.67%
5-year12.18%
10-year10.37%