Nasdaq - Delayed Quote USD

MainStay Funds Trust - MainStay Cushing Renaissance Advantage Fund (CRZAX)

8.72 +0.05 (+0.54%)
At close: December 17 at 8:00 PM EST

Performance Overview

Morningstar Return Rating 1
YTD Return 15.21%
5y Average Return -1.94%
Number of Years Up 3
Number of Years Down 3
Best 1Y Total Return (Feb 4, 2019) 29.93%
Worst 1Y Total Return (Feb 4, 2019) -28.78%
Best 3Y Total Return 29.93%
Worst 3Y Total Return -5.69%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CRZAX
Category
YTD
-42.22%
20.74%
1-Month
30.81%
-1.94%
3-Month
-35.50%
7.31%
1-Year
-47.15%
63.77%
3-Year
-19.72%
9.96%
5-Year
-13.83%
11.51%
10-Year
0.00%
3.43%
Last Bull Market
0.00%
19.09%
Last Bear Market
0.00%
-29.67%

Annual Total Return (%) History

Year
CRZAX
Category
2020
--
16.37%
2019
8.72%
14.95%
2018
-28.78%
-19.01%
2017
8.34%
16.61%
2016
29.93%
26.69%
2015
-23.23%
-22.16%
2014
-2.55%
-12.48%
2013
--
8.75%

Past Quarterly Returns

YearQ1Q2Q3Q4
2020 -55.83% -- -- --
2019 16.65% -2.67% -7.68% 3.73%
2018 -8.38% 3.09% 3.87% -27.41%
2017 -0.83% -8.81% 7.10% 11.86%
2016 3.40% 4.26% 9.88% 9.69%
2015 1.28% -3.70% -17.86% -4.16%
2014 4.67% 11.86% -3.35% -13.89%
2013 4.83% 11.11% -- --

Rank in Category (By Total Return)

YTD 100
1-Month 6
3-Month 100
1-Year 98
3-Year 98
5-Year 92

Load Adjusted Returns

1-Year -50.06%
3-Year -21.22%
5-Year -14.80%
10-Year --

Performance & Risk

YTD Return 15.21%
5y Average Return -1.94%
Rank in Category (ytd) 100
% Rank in Category (ytd) --
Beta (5Y Monthly) 2.14
Morningstar Risk Rating

Fund Overview

Category Natural Resources
Fund Family MainStay
Net Assets 80.7M
YTD Return -42.22%
Yield 6.12%
Morningstar Rating
Inception Date Apr 02, 2013

Fund Summary

The fund invests at least 80% of its assets (net assets plus any borrowings for investment purposes) in a portfolio of (i) companies across the energy supply chain spectrum, including upstream, midstream and downstream energy companies, as well as oil and gas services companies, (ii) energy-intensive chemical, metal and industrial and manufacturing companies and engineering and construction companies that the subadvisor expects to benefit from growing energy production and lower feedstock costs relative to global costs and, (iii) transportation and logistics companies providing solutions to the U.S. manufacturing industry.

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