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MainStay WMC Growth Inv (KLGNX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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45.95-0.13 (-0.28%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return17.88%
5-year average return12.88%
Number of years up7
Number of years down3
Best 1-yr total return (27 June 2024)37.74%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return37.74%
Worst 3-yr total return0.68%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnKLGNXCategory
YTD11.88%12.38%
1-month4.41%5.09%
3-month1.21%10.28%
1-year29.37%41.70%
3-year4.33%22.56%
5-year13.14%21.98%
10-year10.72%15.99%
Last bull market30.83%25.99%
Last bear market-23.86%-17.29%

Annual total return (%) history

Year
KLGNXCategory
2024
N/AN/A
2023
37.74%N/A
2022
-33.71%N/A
2021
17.11%N/A
2020
31.47%35.86%
2019
29.09%31.90%
2018
-4.69%-2.09%
2017
29.69%27.67%
2016
-0.11%3.23%
2015
1.86%3.60%
2014
8.12%10.00%
2013
N/A33.92%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.24%N/AN/AN/A
202313.14%11.77%-4.02%13.48%
2022-11.85%-23.86%-4.08%2.98%
20211.16%10.27%0.67%4.28%
2020-17.71%29.28%11.36%10.97%
201914.22%2.20%1.25%9.22%
20181.00%6.06%8.90%-18.30%
20177.93%3.91%6.02%9.06%
2016-5.97%0.79%4.45%0.91%
20152.17%1.63%-7.81%6.41%
2014-2.27%5.07%0.25%5.04%
2013-0.64%9.33%8.12%N/A

Rank in category (by total return)

YTD54
1-month68
3-month70
1-year64
3-year75
5-year78

Load adjusted returns

1-year22.90%
3-year2.56%
5-year11.98%
10-year10.16%