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MainStay Epoch Capital Growth C (MECEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.22-0.02 (-0.14%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.88%
5-year average return13.66%
Number of years up5
Number of years down2
Best 1-yr total return (27 Jun 2024)28.22%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return28.22%
Worst 3-yr total return8.20%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMECEXCategory
YTD7.27%9.95%
1-month4.63%2.98%
3-month0.43%8.22%
1-year23.36%40.81%
3-year6.94%19.17%
5-year14.88%18.49%
10-year0.00%11.83%
Last bull market26.06%21.12%
Last bear market-14.22%-20.34%

Annual total return (%) history

Year
MECEXCategory
2024
N/AN/A
2023
28.20%N/A
2022
-20.25%N/A
2021
23.91%N/A
2020
28.22%32.67%
2019
27.03%30.40%
2018
-9.55%-7.79%
2017
25.62%30.22%
2016
N/A2.42%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.27%N/AN/AN/A
20239.91%6.70%-3.18%12.91%
2022-12.32%-14.22%-5.77%12.52%
20214.10%8.30%1.30%8.50%
2020-15.63%22.12%7.62%15.63%
201912.89%4.92%-0.08%7.34%
2018-0.24%1.75%3.51%-13.91%
20177.54%5.22%4.70%6.03%
20164.60%-1.15%N/AN/A

Rank in category (by total return)

YTD59
1-month41
3-month70
1-year42
3-year11
5-year11

Load adjusted returns

1-year22.36%
3-year6.94%
5-year14.88%
10-yearN/A