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

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.96+0.05 (+0.34%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.12%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (25 June 2024)18.60%
Worst 1-yr total return (25 June 2024)N/A
Best 3-yr total return18.60%
Worst 3-yr total return4.56%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMWFQXCategory
YTD7.25%13.38%
1-month4.38%1.16%
3-month3.21%6.75%
1-year21.69%40.77%
3-year3.08%13.59%
5-year0.00%13.52%
10-year0.00%10.48%
Last bull market23.29%21.11%
Last bear market-15.58%-19.34%

Annual total return (%) history

Year
MWFQXCategory
2024
N/AN/A
2023
18.60%N/A
2022
-18.36%N/A
2021
18.07%N/A
2020
N/A15.41%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.32%N/AN/AN/A
20235.55%5.42%-3.91%10.93%
2022-5.81%-15.58%-6.09%9.33%
20216.25%6.34%-1.44%6.02%
20207.70%14.83%N/AN/A

Rank in category (by total return)

YTD50
1-month20
3-month46
1-year39
3-year60
5-yearN/A

Load adjusted returns

1-year21.69%
3-year3.08%
5-yearN/A
10-yearN/A