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MainStay Winslow Large Cap Growth Inv (MLINX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.56+0.07 (+0.67%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return21.98%
5-year average return16.67%
Number of years up12
Number of years down3
Best 1-yr total return (1 July 2024)42.35%
Worst 1-yr total return (1 July 2024)N/A
Best 3-yr total return42.35%
Worst 3-yr total return4.32%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMLINXCategory
YTD12.33%12.38%
1-month4.77%5.09%
3-month0.73%10.28%
1-year34.41%41.70%
3-year8.73%22.56%
5-year16.62%21.98%
10-year14.35%15.99%
Last bull market34.58%25.99%
Last bear market-22.31%-17.29%

Annual total return (%) history

Year
MLINXCategory
2024
N/AN/A
2023
42.35%N/A
2022
-31.50%N/A
2021
24.33%N/A
2020
36.86%35.86%
2019
33.15%31.90%
2018
3.39%-2.09%
2017
31.98%27.67%
2016
-2.64%3.23%
2015
5.75%3.60%
2014
10.28%10.00%
2013
36.42%33.92%
2012
12.95%15.34%
2011
-0.49%-2.46%
2010
15.08%15.53%
2009
38.95%35.68%
2008
N/A-40.67%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202413.02%6.79%N/AN/A
202310.96%12.82%-3.55%17.90%
2022-12.97%-22.31%-5.48%7.19%
20210.86%11.67%2.90%7.28%
2020-12.46%28.21%11.69%9.18%
201917.55%4.49%-0.54%9.00%
20186.16%7.28%8.16%-16.07%
201710.54%6.92%5.63%5.72%
2016-5.60%1.14%5.87%-3.68%
20153.01%0.97%-6.17%8.35%
2014-1.40%4.46%1.55%5.43%
20139.21%1.54%10.88%10.95%
201217.28%-7.74%6.09%-1.60%
20117.41%0.00%-15.38%9.50%
20103.28%-13.17%15.72%10.90%
2009-0.46%13.27%14.34%7.77%
20084.84%-15.62%-22.57%N/A

Rank in category (by total return)

YTD50
1-month60
3-month74
1-year31
3-year32
5-year35

Load adjusted returns

1-year27.69%
3-year6.89%
5-year15.43%
10-year13.76%