New Zealand markets open in 8 hours 54 minutes

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

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
9.12+0.10 (+1.11%)
At close: 08:00PM EDT

Performance overview

Morningstar return rating★★
Year-to-date return9.91%
5-year average return7.85%
Number of years up12
Number of years down4
Best 1-yr total return (3 Feb 2019)34.17%
Worst 1-yr total return (3 Feb 2019)-44.74%
Best 3-yr total return34.17%
Worst 3-yr total return-13.41%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMAWBXCategory
YTD18.38%5.31%
1-month8.42%-4.19%
3-month14.17%3.90%
1-year67.71%20.31%
3-year14.43%6.48%
5-year10.29%11.78%
10-year10.74%10.96%
Last bull market24.83%25.56%
Last bear market-21.32%-15.11%

Annual total return (%) history

Year
MAWBXCategory
2021
N/A26.07%
2020
8.91%15.83%
2019
29.85%28.78%
2018
-11.97%-6.27%
2017
21.16%20.44%
2016
7.77%10.37%
2015
-3.62%-1.07%
2014
11.95%10.96%
2013
34.17%31.50%
2012
9.55%14.96%
2011
-0.73%-1.27%
2010
14.40%14.01%
2009
33.35%28.17%
2008
-44.74%-37.79%
2007
13.71%6.16%
2006
3.33%14.17%
2005
13.92%5.88%
2004
N/A10.02%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202111.73%N/AN/AN/A
2020-28.18%21.17%6.94%17.01%
201913.19%6.42%0.24%7.54%
2018-2.34%1.29%5.72%-15.83%
20176.84%2.53%4.27%6.07%
2016-1.45%-0.05%4.46%4.73%
20151.22%-0.41%-9.25%5.36%
20140.25%3.21%1.47%6.62%
20139.92%4.65%6.51%9.51%
201212.03%-5.26%2.97%0.24%
20117.33%0.49%-18.82%13.38%
20106.23%-13.29%12.69%10.20%
2009-1.84%13.10%14.43%4.97%
2008-12.26%1.57%-14.35%-27.61%
20072.92%8.56%2.81%-1.01%
20064.51%-4.48%-0.70%4.24%
2005-2.54%6.35%5.58%4.10%
2004-1.60%-5.24%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-year64.42%
3-year11.71%
5-year12.76%
10-year10.29%