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MainStay WMC Value I (MUBFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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31.94+0.01 (+0.03%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.04%
5-year average return12.67%
Number of years up41
Number of years down11
Best 1-yr total return (20 May 2024)31.78%
Worst 1-yr total return (20 May 2024)N/A
Best 3-yr total return31.78%
Worst 3-yr total return4.77%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMUBFXCategory
YTD1.56%4.44%
1-month-3.96%-4.04%
3-month2.79%4.09%
1-year10.74%14.37%
3-year5.09%6.04%
5-year11.08%9.20%
10-year10.01%8.57%
Last bull market18.84%22.97%
Last bear market-9.59%-11.27%

Annual total return (%) history

Year
MUBFXCategory
2024
N/AN/A
2023
9.38%11.63%
2022
-4.52%-5.90%
2021
26.37%26.22%
2020
13.59%2.91%
2019
31.78%25.04%
2018
-7.00%-8.53%
2017
22.77%15.94%
2016
8.51%14.81%
2015
-2.76%-4.05%
2014
8.99%10.21%
2013
31.03%31.21%
2012
16.23%14.57%
2011
-2.00%-0.75%
2010
15.60%13.66%
2009
30.32%24.13%
2008
-37.12%-37.09%
2007
5.97%1.42%
2006
16.44%18.15%
2005
8.93%5.95%
2004
16.29%12.97%
2003
38.72%28.44%
2002
-19.81%-18.69%
2001
2.36%-4.99%
2000
16.88%7.87%
1999
12.18%6.72%
1998
24.25%12.00%
1997
28.35%26.61%
1996
24.02%20.08%
1995
32.62%32.39%
1994
2.80%-0.70%
1993
8.63%N/A
1992
10.63%N/A
1991
27.71%N/A
1990
-5.18%N/A
1989
28.38%N/A
1988
29.94%N/A
1987
-4.45%N/A
1986
21.91%N/A
1985
31.49%N/A
1984
0.40%N/A
1983
26.48%N/A
1982
33.76%N/A
1981
2.23%N/A
1980
20.15%N/A
1979
11.92%N/A
1978
1.54%N/A
1977
-4.25%N/A
1976
19.76%N/A
1975
28.49%N/A
1974
-25.74%N/A
1973
-20.23%N/A
1972
5.30%N/A
1971
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.75%N/AN/AN/A
2023-1.28%3.34%-1.09%8.40%
2022-0.34%-9.59%-4.34%10.78%
20218.90%6.92%-0.18%8.73%
2020-25.79%22.20%7.15%16.90%
201912.54%4.95%2.18%9.20%
2018-1.21%2.55%7.53%-14.63%
20176.74%3.68%4.67%5.99%
2016-1.75%1.47%4.37%4.29%
20151.71%0.11%-10.07%6.18%
20140.87%4.51%-0.32%3.72%
201311.09%2.09%5.86%9.13%
201212.46%-4.79%6.70%1.74%
20115.96%-0.41%-16.82%11.65%
20105.77%-11.22%11.34%10.57%
2009-9.67%17.73%17.36%4.42%
2008-6.83%-3.22%-9.47%-22.97%
20071.60%6.50%1.30%-3.33%
20066.82%-1.63%2.77%7.83%
2005-1.05%1.36%6.30%2.17%
20043.99%2.08%-0.99%10.64%
2003-3.04%20.27%4.40%13.94%
20021.48%-10.67%-15.77%5.02%
2001-3.59%8.89%-14.65%14.24%
20008.72%-2.03%5.26%4.25%
1999-2.69%11.63%-7.46%11.60%
199813.86%-0.27%-7.82%18.71%
19971.84%15.78%6.75%1.97%
19963.98%4.07%4.15%10.04%
19955.70%6.92%4.67%12.11%
1994-0.83%-0.50%4.48%-0.29%
19935.34%-1.00%2.27%1.85%
19921.27%1.21%4.29%3.50%
199113.26%-0.11%4.38%8.14%
1990-3.55%4.99%-14.62%9.67%
19899.39%10.63%7.32%-1.15%
198816.05%5.68%2.36%3.51%
198715.27%2.75%2.21%-21.06%
198616.03%6.38%-7.01%6.21%
198510.45%5.28%-3.24%16.86%
1984-1.68%-6.19%8.95%-0.09%
198312.88%12.01%-0.46%0.51%
1982-4.72%-0.85%12.86%25.47%
19815.00%-0.54%-10.46%9.33%
1980-5.07%11.23%8.19%5.18%
19796.03%1.74%5.83%-1.97%
1978-5.53%7.87%5.72%-5.74%
1977-7.60%4.29%-1.85%1.23%
197611.76%3.83%1.28%1.89%
197517.92%16.75%-12.09%6.17%
1974-2.89%-9.85%-23.23%10.49%
1973-11.26%-7.81%10.53%-11.79%
1972-0.92%5.22%N/AN/A
19711.92%1.03%1.89%N/A

Rank in category (by total return)

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

Load adjusted returns

1-year10.74%
3-year5.09%
5-year11.08%
10-year10.01%