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MainStay WMC Small Companies R1 (MOPRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.21+0.05 (+0.22%)
At close: 09:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.41%
5-year average return3.28%
Number of years up8
Number of years down3
Best 1-yr total return (22 Feb 2024)37.67%
Worst 1-yr total return (22 Feb 2024)N/A
Best 3-yr total return37.67%
Worst 3-yr total return1.08%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMOPRXCategory
YTD-2.56%20.19%
1-month-2.56%0.02%
3-month19.00%4.36%
1-year-2.87%60.18%
3-year-1.41%11.32%
5-year3.16%13.88%
10-year4.39%11.19%
Last bull market41.66%27.98%
Last bear market-18.68%-24.08%

Annual total return (%) history

Year
MOPRXCategory
2023
9.32%N/A
2022
-19.07%N/A
2021
16.73%N/A
2020
9.93%10.99%
2019
17.56%23.75%
2018
-16.48%-12.72%
2017
15.54%12.28%
2016
15.84%20.78%
2015
-3.94%-5.38%
2014
6.27%3.79%
2013
37.67%37.39%
2012
N/A15.46%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2023-0.43%3.00%-4.60%11.74%
2022-2.32%-18.68%-6.09%8.49%
202111.55%2.26%-4.75%7.43%
2020-33.95%25.01%4.45%27.45%
201912.72%-0.89%-3.10%8.61%
2018-3.71%3.62%2.27%-18.15%
20174.48%1.63%2.24%6.42%
20160.73%2.76%4.77%6.82%
20152.99%0.65%-8.23%0.98%
20141.53%2.59%-5.98%8.52%
201312.47%4.41%7.72%8.83%
20123.40%N/AN/AN/A

Rank in category (by total return)

YTD42
1-month42
3-month14
1-year94
3-year95
5-year98

Load adjusted returns

1-year-2.87%
3-year-1.41%
5-year3.16%
10-year4.39%