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Mainstay Funds Trust - MainStay Equity ETF Allocation Fund (MWFAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.20+0.05 (+0.33%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.99%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (4 July 2024)19.06%
Worst 1-yr total return (4 July 2024)N/A
Best 3-yr total return19.06%
Worst 3-yr total return4.94%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMWFAXCategory
YTD8.54%13.38%
1-month1.15%1.16%
3-month1.15%6.75%
1-year15.99%40.77%
3-year3.50%13.59%
5-year0.00%13.52%
10-year0.00%10.48%
Last bull market23.35%21.11%
Last bear market-15.47%-19.34%

Annual total return (%) history

Year
MWFAXCategory
2024
N/AN/A
2023
19.06%N/A
2022
-18.09%N/A
2021
18.51%N/A
2020
N/A15.41%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.31%1.15%N/AN/A
20235.62%5.48%-3.82%11.11%
2022-5.80%-15.47%-6.07%9.51%
20216.32%6.40%-1.29%6.13%
20207.70%15.03%N/AN/A

Rank in category (by total return)

YTD45
1-month50
3-month44
1-year45
3-year45
5-yearN/A

Load adjusted returns

1-year12.51%
3-year2.46%
5-yearN/A
10-yearN/A