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MainStay Epoch Capital Growth Inv (MECVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.84+0.09 (+0.61%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.61%
5-year average return15.72%
Number of years up5
Number of years down2
Best 1-yr total return (30 May 2024)29.22%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return29.22%
Worst 3-yr total return8.97%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMECVXCategory
YTD2.76%9.95%
1-month-5.28%2.98%
3-month1.58%8.22%
1-year17.98%40.81%
3-year6.41%19.17%
5-year13.33%18.49%
10-year0.00%11.83%
Last bull market26.45%21.12%
Last bear market-14.03%-20.34%

Annual total return (%) history

Year
MECVXCategory
2024
N/AN/A
2023
29.07%N/A
2022
-19.63%N/A
2021
24.75%N/A
2020
29.22%32.67%
2019
28.00%30.40%
2018
-8.91%-7.79%
2017
26.64%30.22%
2016
N/A2.42%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.48%N/AN/AN/A
202310.07%6.86%-3.01%13.13%
2022-12.18%-14.03%-5.70%12.88%
20214.21%8.56%1.45%8.70%
2020-15.41%22.30%7.86%15.81%
201913.15%5.11%0.16%7.45%
2018-0.08%1.97%3.72%-13.80%
20177.83%5.38%4.93%6.22%
20164.80%-1.03%N/AN/A

Rank in category (by total return)

YTD68
1-month81
3-month78
1-year40
3-year7
5-year5

Load adjusted returns

1-year12.09%
3-year4.61%
5-year12.18%
10-yearN/A