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MainStay WMC Growth R2 (KLGRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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43.70-0.03 (-0.07%)
As of 09:00PM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.18%
5-year average return12.41%
Number of years up7
Number of years down3
Best 1-yr total return (22 Feb 2024)38.00%
Worst 1-yr total return (22 Feb 2024)N/A
Best 3-yr total return38.00%
Worst 3-yr total return0.86%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnKLGRXCategory
YTD3.43%12.38%
1-month3.43%5.09%
3-month20.61%10.28%
1-year30.64%41.70%
3-year3.34%22.56%
5-year11.76%21.98%
10-year10.26%15.99%
Last bull market37.53%25.99%
Last bear market-23.84%-17.29%

Annual total return (%) history

Year
KLGRXCategory
2023
38.00%N/A
2022
-33.60%N/A
2021
17.32%N/A
2020
31.72%35.86%
2019
29.31%31.90%
2018
-4.54%-2.09%
2017
29.93%27.67%
2016
-0.01%3.23%
2015
1.89%3.60%
2014
8.12%10.00%
2013
N/A33.92%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202313.22%11.80%-3.96%13.51%
2022-11.81%-23.84%-4.02%3.01%
20211.21%10.32%0.72%4.31%
2020-17.67%29.33%11.43%11.02%
201914.26%2.24%1.30%9.27%
20181.03%6.12%8.96%-18.28%
20177.98%3.93%6.10%9.12%
2016-5.96%0.75%4.55%0.94%
20152.20%1.62%-7.80%6.40%
2014-2.27%5.06%0.25%5.04%
2013-0.47%9.27%8.08%N/A

Rank in category (by total return)

YTD30
1-month30
3-month32
1-year49
3-year81
5-year84

Load adjusted returns

1-year30.64%
3-year3.34%
5-year11.76%
10-year10.26%