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MainStay WMC Growth B (KLGBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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40.69+0.24 (+0.59%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return18.15%
5-year average return11.95%
Number of years up7
Number of years down3
Best 1-yr total return (30 Jun 2024)36.72%
Worst 1-yr total return (30 Jun 2024)N/A
Best 3-yr total return36.72%
Worst 3-yr total return-0.07%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnKLGBXCategory
YTD11.53%12.38%
1-month4.35%5.09%
3-month1.00%10.28%
1-year28.38%41.70%
3-year3.54%22.56%
5-year12.29%21.98%
10-year9.90%15.99%
Last bull market30.46%25.99%
Last bear market-24.01%-17.29%

Annual total return (%) history

Year
KLGBXCategory
2024
N/AN/A
2023
36.72%N/A
2022
-34.21%N/A
2021
16.20%N/A
2020
30.52%35.86%
2019
28.13%31.90%
2018
-5.44%-2.09%
2017
28.76%27.67%
2016
-0.88%3.23%
2015
1.14%3.60%
2014
7.29%10.00%
2013
N/A33.92%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.05%N/AN/AN/A
202312.98%11.52%-4.19%13.25%
2022-12.01%-24.01%-4.26%2.77%
20210.95%10.06%0.50%4.07%
2020-17.88%29.09%11.14%10.78%
201914.03%1.99%1.08%9.00%
20180.80%5.87%8.69%-18.47%
20177.73%3.71%5.83%8.90%
2016-6.15%0.59%4.25%0.72%
20151.98%1.43%-7.97%6.25%
2014-2.45%4.85%0.06%4.82%
2013-0.84%9.12%7.94%N/A

Rank in category (by total return)

YTD57
1-month68
3-month72
1-year69
3-year80
5-year84

Load adjusted returns

1-year23.38%
3-year2.75%
5-year12.03%
10-year9.90%