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MainStay WMC Value Fund (MMPDX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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31.18+0.16 (+0.52%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.73%
5-year average return0.00%
Number of years up1
Number of years down1
Best 1-yr total return (6 May 2024)9.40%
Worst 1-yr total return (6 May 2024)N/A
Best 3-yr total return9.40%
Worst 3-yr total returnN/A

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMMPDXCategory
YTD1.56%17.52%
1-month-3.96%-0.87%
3-month2.79%5.51%
1-year10.72%42.88%
3-year5.08%11.93%
5-year11.08%12.07%
10-year10.01%10.95%
Last bull market18.83%23.18%
Last bear market-9.60%-17.87%

Annual total return (%) history

Year
MMPDXCategory
2024
N/AN/A
2023
9.40%N/A
2022
-4.56%N/A
2021
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.76%N/AN/AN/A
2023-1.25%3.34%-1.09%8.38%
2022-0.34%-9.60%-4.32%10.72%
2021-0.18%8.72%N/AN/A

Rank in category (by total return)

YTD90
1-month46
3-month79
1-year77
3-year74
5-year20

Load adjusted returns

1-year10.72%
3-year5.08%
5-year11.08%
10-year10.01%