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MainStay Winslow Large Cap Growth Fund (MLGRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.20-0.02 (-0.22%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return20.58%
5-year average return16.33%
Number of years up13
Number of years down4
Best 1-yr total return (20 June 2024)42.09%
Worst 1-yr total return (20 June 2024)N/A
Best 3-yr total return42.09%
Worst 3-yr total return4.05%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMLGRXCategory
YTD12.19%12.38%
1-month4.65%5.09%
3-month0.59%10.28%
1-year34.06%41.70%
3-year8.54%22.56%
5-year16.36%21.98%
10-year14.08%15.99%
Last bull market34.62%25.99%
Last bear market-22.39%-17.29%

Annual total return (%) history

Year
MLGRXCategory
2024
N/AN/A
2023
42.09%N/A
2022
-31.61%N/A
2021
24.07%N/A
2020
36.57%35.86%
2019
32.82%31.90%
2018
3.06%-2.09%
2017
31.70%27.67%
2016
-2.92%3.23%
2015
5.57%3.60%
2014
9.91%10.00%
2013
36.01%33.92%
2012
12.61%15.34%
2011
-0.78%-2.46%
2010
14.78%15.53%
2009
39.04%35.68%
2008
-38.66%-40.67%
2007
20.81%13.35%
2006
N/A7.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.98%N/AN/AN/A
202310.86%12.76%-3.55%17.86%
2022-13.02%-22.39%-5.57%7.29%
20210.73%11.67%2.86%7.23%
2020-12.65%28.15%11.83%9.10%
201917.36%4.50%-0.68%9.04%
20185.94%7.25%8.09%-16.08%
201710.35%6.92%5.59%5.71%
2016-5.74%1.05%5.79%-3.67%
20152.96%0.89%-6.19%8.33%
2014-1.42%4.32%1.58%5.21%
20139.17%1.44%10.77%10.87%
201217.11%-7.68%5.87%-1.61%
20117.30%0.00%-15.47%9.40%
20103.28%-13.35%15.78%10.78%
2009-0.46%13.53%14.14%7.79%
2008-10.36%4.84%-15.65%-22.61%
20071.52%8.67%7.06%2.29%
20063.27%3.87%N/AN/A

Rank in category (by total return)

YTD51
1-month62
3-month76
1-year33
3-year34
5-year40

Load adjusted returns

1-year34.06%
3-year8.54%
5-year16.36%
10-year14.08%