Nasdaq - Delayed Quote USD

MainStay Funds Trust - MainStay MacKay U.S. Equity Opportunities Fund (MYCCX)

4.0100 +0.0600 (+1.52%)
At close: April 23 at 8:00 PM EDT

Performance Overview

Morningstar Return Rating 2
YTD Return 9.06%
5y Average Return 9.99%
Number of Years Up 11
Number of Years Down 2
Best 1Y Total Return (Feb 4, 2019) 38.84%
Worst 1Y Total Return (Feb 4, 2019) -36.88%
Best 3Y Total Return 38.84%
Worst 3Y Total Return -5.78%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MYCCX
Category
YTD
16.56%
14.84%
1-Month
8.55%
1.65%
3-Month
11.23%
7.55%
1-Year
52.41%
40.47%
3-Year
10.08%
16.77%
5-Year
10.01%
16.15%
10-Year
12.14%
13.21%
Last Bull Market
23.32%
24.09%
Last Bear Market
-16.89%
-17.61%

Annual Total Return (%) History

Year
MYCCX
Category
2021
--
--
2020
6.61%
15.83%
2019
22.65%
28.78%
2018
-12.79%
-6.27%
2017
21.90%
20.44%
2016
9.30%
10.37%
2015
4.18%
-1.07%
2014
14.33%
10.96%

2013
38.84%
31.50%
2012
14.04%
14.96%
2011
1.48%
-1.27%
2010
12.21%
14.01%
2009
18.07%
28.17%
2008
-36.88%
-37.79%
2007
--
6.16%

Past Quarterly Returns

YearQ1Q2Q3Q4
2021 9.23% -- -- --
2020 -24.02% 18.38% 6.68% 11.11%
2019 10.84% 2.19% 0.57% 7.67%
2018 -1.75% 1.43% 3.99% -15.84%
2017 4.25% 0.47% 7.08% 8.69%
2016 -1.96% -0.80% 2.82% 9.30%
2015 2.79% 0.52% -5.01% 6.16%
2014 1.78% 4.37% 1.91% 5.61%
2013 13.77% 2.00% 5.41% 13.50%
2012 11.38% -3.83% 7.17% -0.66%

2011 6.49% -0.50% -14.50% 12.01%
2010 4.46% -11.95% 10.18% 10.73%
2009 -10.18% 9.77% 14.77% 4.34%
2008 -8.86% 2.07% -12.74% -22.24%
2007 -4.10% -5.84% -- --

Rank in Category (By Total Return)

YTD 15
1-Month 24
3-Month 21
1-Year 80
3-Year 97
5-Year 95

Load Adjusted Returns

1-Year 24.92%
3-Year 5.67%
5-Year 11.44%
10-Year 11.24%

Performance & Risk

YTD Return 9.06%
5y Average Return 9.99%
Rank in Category (ytd) 15
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.03
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family New York Life Investment Management LLC
Net Assets 141.42M
YTD Return 16.56%
Yield 9.36%
Morningstar Rating
Inception Date Jun 29, 2007

Fund Summary

The investment seeks long-term growth of capital. The fund normally invests at least 80% of its assets (net assets plus any borrowings for investment purposes) in U.S. equity securities. It primarily invests in equity securities of well-established U.S. companies, primarily those with large capitalizations, that are in the Russell 1000® Index or have market capitalizations that are similar to companies in the index. The fund may hold long and short positions.

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