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MainStay Fiera SMID Growth A (APSRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.39+0.05 (+0.31%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.11%
5-year average return11.34%
Number of years up4
Number of years down1
Best 1-yr total return (26 Jun 2024)44.16%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return44.16%
Worst 3-yr total return3.53%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAPSRXCategory
YTD1.11%10.80%
1-month-0.61%4.43%
3-month-4.94%7.00%
1-year19.16%48.17%
3-year0.84%21.26%
5-year12.88%20.18%
10-year9.79%14.07%
Last bull market30.19%27.14%
Last bear market-21.50%-21.26%

Annual total return (%) history

Year
APSRXCategory
2024
N/AN/A
2023
24.75%N/A
2022
-23.75%N/A
2021
16.66%N/A
2020
44.16%39.26%
2019
30.87%32.52%
2018
N/A-6.65%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.04%N/AN/AN/A
20234.88%10.96%-6.00%14.04%
2022-6.60%-21.50%1.13%2.82%
20216.16%5.23%-1.96%6.52%
2020-23.24%33.60%14.23%23.07%
201918.68%5.15%-5.92%11.47%
20181.37%5.63%-19.38%N/A

Rank in category (by total return)

YTD80
1-month96
3-month90
1-year54
3-year38
5-year14

Load adjusted returns

1-year12.60%
3-year-1.04%
5-year11.61%
10-year9.17%