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NYLI WMC Growth Class I (KLGIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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51.08+0.56 (+1.11%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return21.47%
5-year average return13.91%
Number of years up11
Number of years down3
Best 1-yr total return (3 Oct 2024)38.50%
Worst 1-yr total return (3 Oct 2024)N/A
Best 3-yr total return38.50%
Worst 3-yr total return1.25%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnKLGIXCategory
YTD21.47%12.38%
1-month2.39%5.09%
3-month2.71%10.28%
1-year37.98%41.70%
3-year5.41%22.56%
5-year13.81%21.98%
10-year11.81%15.99%
Last bull market31.12%25.99%
Last bear market-23.76%-17.29%

Annual total return (%) history

Year
KLGIXCategory
2024
N/AN/A
2023
38.50%N/A
2022
-33.33%N/A
2021
17.77%N/A
2020
32.21%35.86%
2019
29.75%31.90%
2018
-4.22%-2.09%
2017
30.38%27.67%
2016
0.28%3.23%
2015
2.30%3.60%
2014
8.53%10.00%
2013
24.59%33.92%
2012
14.71%15.34%
2011
-0.25%-2.46%
2010
16.18%15.53%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.41%5.20%2.71%N/A
202313.34%11.92%-3.87%13.59%
2022-11.73%-23.76%-3.95%3.12%
20211.29%10.43%0.83%4.43%
2020-17.60%29.45%11.52%11.14%
201914.36%2.32%1.43%9.33%
20181.11%6.20%9.05%-18.20%
20178.06%4.03%6.16%9.25%
2016-5.86%0.84%4.58%1.02%
20152.29%1.72%-7.70%6.52%
2014-2.18%5.16%0.33%5.15%
20135.68%-0.40%9.42%8.17%
201217.12%-6.20%6.85%-2.28%
20117.07%1.28%-17.12%10.99%
20103.51%-16.57%18.78%13.26%

Rank in category (by total return)

YTD57
1-month47
3-month63
1-year60
3-year76
5-year79

Load adjusted returns

1-year37.98%
3-year5.41%
5-year13.81%
10-year11.81%