Nasdaq - Delayed Quote USD

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

5.76 +0.08 (+1.41%)
At close: April 23 at 8:00 PM EDT

Performance Overview

Morningstar Return Rating 2
YTD Return 9.02%
5y Average Return 10.94%
Number of Years Up 11
Number of Years Down 2
Best 1Y Total Return (Feb 4, 2019) 40.18%
Worst 1Y Total Return (Feb 4, 2019) -36.39%
Best 3Y Total Return 40.18%
Worst 3Y Total Return -4.89%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MYCTX
Category
YTD
16.75%
14.84%
1-Month
8.58%
1.65%
3-Month
11.28%
7.55%
1-Year
53.58%
40.47%
3-Year
10.95%
16.77%
5-Year
10.93%
16.15%
10-Year
13.14%
13.21%
Last Bull Market
23.95%
24.09%
Last Bear Market
-16.51%
-17.61%

Annual Total Return (%) History

Year
MYCTX
Category
2021
--
--
2020
7.52%
15.83%
2019
23.56%
28.78%
2018
-12.04%
-6.27%
2017
22.99%
20.44%
2016
10.22%
10.37%
2015
5.12%
-1.07%
2014
15.44%
10.96%

2013
40.18%
31.50%
2012
15.17%
14.96%
2011
2.54%
-1.27%
2010
13.43%
14.01%
2009
19.24%
28.17%
2008
-36.39%
-37.79%
2007
--
6.16%

Past Quarterly Returns

YearQ1Q2Q3Q4
2021 9.41% -- -- --
2020 -23.98% 18.79% 6.88% 11.40%
2019 10.93% 2.46% 0.84% 7.80%
2018 -1.52% 1.65% 4.06% -15.55%
2017 4.42% 0.83% 7.17% 9.00%
2016 -1.75% -0.48% 2.99% 9.45%
2015 3.13% 0.70% -4.76% 6.27%
2014 2.13% 4.63% 2.10% 5.81%
2013 14.05% 2.24% 5.81% 13.62%
2012 11.66% -3.56% 7.39% -0.40%

2011 6.84% -0.36% -14.18% 12.24%
2010 4.82% -11.72% 10.58% 10.83%
2009 -9.91% 10.04% 15.09% 4.52%
2008 -8.62% 2.30% -12.53% -22.21%
2007 -3.90% -5.69% -- --

Rank in Category (By Total Return)

YTD 15
1-Month 24
3-Month 21
1-Year 77
3-Year 96
5-Year 92

Load Adjusted Returns

1-Year 19.87%
3-Year 4.54%
5-Year 11.08%
10-Year 11.60%

Performance & Risk

YTD Return 9.02%
5y Average Return 10.94%
Rank in Category (ytd) 15
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.04
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family New York Life Investment Management LLC
Net Assets 141.42M
YTD Return 16.75%
Yield 8.36%
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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