Nasdaq - Delayed Quote • USD
MainStay WMC Value R2 (MPRRX)
At close: February 28 at 8:00 PM EST
Fund Summary
The fund invests in equity securities issued by companies of any size or market capitalization range. While it does not limit its investments to issuers within a particular capitalization range, it generally invests in large capitalization companies. The fund may invest in securities of foreign issuers, including securities of emerging market country issuers.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 31.33% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 14 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | 1.64% |
| 5y Average Return | 11.92% |
| Rank in Category (ytd) | 92 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.82 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| MPRRX | Category Average | MPRRX | Category Average | MPRRX | Category Average | |
| Alpha | -0.28 | -0.06 | -1.44 | -0.05 | -2.31 | -0.03 |
| BETA | 0.82 | 0.01 | 0.97 | 0.01 | 1 | 0.01 |
| Mean Annual Return | 0.83 | 0.01 | 1.11 | 0.01 | 0.9 | 0.01 |
| R-squared | 79.18 | 0.88 | 86.83 | 0.87 | 89.84 | 0.88 |
| Standard Deviation | 16.02 | 0.2 | 19.06 | 0.16 | 15.95 | 0.15 |
| Sharpe Ratio | 0.46 | 0.01 | 0.59 | 0.01 | 0.59 | 0.01 |
| Treynor Ratio | 7.88 | 0.11 | 10.32 | 0.11 | 8.53 | 0.1 |
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