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MainStay WMC Enduring Capital Fund (MCSSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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36.50+0.08 (+0.22%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.04%
5-year average return12.27%
Number of years up12
Number of years down3
Best 1-yr total return (2 Jul 2024)35.75%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return35.75%
Worst 3-yr total return6.99%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMCSSXCategory
YTD6.07%5.31%
1-month-0.30%-4.19%
3-month-3.26%3.90%
1-year15.59%20.31%
3-year7.50%6.48%
5-year12.71%11.78%
10-year10.57%10.96%
Last bull market27.22%25.56%
Last bear market-12.56%-15.11%

Annual total return (%) history

Year
MCSSXCategory
2024
N/AN/A
2023
17.21%22.32%
2022
-13.35%-16.96%
2021
34.71%26.07%
2020
15.16%15.83%
2019
24.49%28.78%
2018
-6.82%-6.27%
2017
23.51%20.44%
2016
7.33%10.37%
2015
0.35%-1.07%
2014
13.71%10.96%
2013
35.75%31.50%
2012
15.88%14.96%
2011
-0.29%-1.27%
2010
10.58%14.01%
2009
19.64%28.17%
2008
N/A-37.79%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.65%-3.26%N/AN/A
20231.08%6.41%-2.74%12.04%
2022-5.75%-12.56%-2.96%8.35%
20218.97%7.20%1.62%13.48%
2020-20.82%21.33%7.47%11.54%
201911.92%2.19%0.87%7.91%
2018-0.98%3.43%7.74%-15.56%
20175.94%2.53%4.77%8.53%
20160.15%0.66%3.03%3.33%
20151.52%-0.35%-6.56%6.16%
20142.35%4.87%2.08%3.78%
201311.49%3.18%5.23%12.15%
201212.31%-3.39%7.35%-0.51%
20115.76%-1.16%-14.45%11.49%
20104.43%-12.26%9.45%10.26%
2009-10.86%11.03%15.01%5.11%
2008-0.55%-10.27%-21.92%N/A

Rank in category (by total return)

YTD90
1-month95
3-month98
1-year82
3-year66
5-year67

Load adjusted returns

1-year9.81%
3-year5.68%
5-year11.56%
10-year10.01%