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MainStay Funds Trust - MainStay Epoch U.S. All Cap Fund (MAWCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.13+0.10 (+1.11%)
At close: 08:00PM EDT

Performance overview

Morningstar return rating★★
Year-to-date return9.90%
5-year average return7.84%
Number of years up12
Number of years down4
Best 1-yr total return (3 Feb 2019)34.14%
Worst 1-yr total return (3 Feb 2019)-44.73%
Best 3-yr total return34.14%
Worst 3-yr total return-13.39%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMAWCXCategory
YTD18.37%5.31%
1-month8.41%-4.19%
3-month14.11%3.90%
1-year67.67%20.31%
3-year14.42%6.48%
5-year10.27%11.78%
10-year10.72%10.96%
Last bull market24.80%25.56%
Last bear market-21.30%-15.11%

Annual total return (%) history

Year
MAWCXCategory
2021
N/A26.07%
2020
8.90%15.83%
2019
29.83%28.78%
2018
-11.97%-6.27%
2017
21.09%20.44%
2016
7.76%10.37%
2015
-3.65%-1.07%
2014
11.99%10.96%
2013
34.14%31.50%
2012
9.54%14.96%
2011
-0.73%-1.27%
2010
14.38%14.01%
2009
33.30%28.17%
2008
-44.73%-37.79%
2007
13.75%6.16%
2006
3.32%14.17%
2005
13.96%5.88%
2004
N/A10.02%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202111.77%N/AN/AN/A
2020-28.16%21.16%6.94%17.01%
201913.18%6.42%0.24%7.53%
2018-2.34%1.29%5.76%-15.86%
20176.79%2.52%4.27%6.07%
2016-1.50%-0.05%4.51%4.73%
20151.17%-0.37%-9.28%5.36%
20140.25%3.25%1.47%6.62%
20139.91%4.65%6.50%9.50%
201212.02%-5.25%2.91%0.28%
20117.32%0.49%-18.80%13.36%
20106.23%-13.33%12.75%10.19%
2009-1.69%12.91%14.41%4.96%
2008-12.25%1.52%-14.34%-27.58%
20072.92%8.56%2.80%-0.97%
20064.51%-4.52%-0.66%4.24%
2005-2.59%6.35%5.63%4.15%
2004-1.60%-5.18%10.77%N/A

Rank in category (by total return)

YTD6
1-month14
3-month6
1-year8
3-year86
5-year85

Load adjusted returns

1-year68.44%
3-year12.52%
5-year13.01%
10-year10.29%