Nasdaq - Delayed Quote USD

MainStay Funds Trust - MainStay Cushing Energy Income Fund (CURZX)

1.8218 +0.0118 (+0.65%)
At close: December 17 at 8:00 PM EST

Performance Overview

Morningstar Return Rating 3
YTD Return 14.98%
5y Average Return -20.83%
Number of Years Up 3
Number of Years Down 4
Best 1Y Total Return (Feb 4, 2019) 32.77%
Worst 1Y Total Return (Feb 4, 2019) -56.43%
Best 3Y Total Return 32.77%
Worst 3Y Total Return -34.77%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CURZX
Category
YTD
-37.89%
43.81%
1-Month
35.44%
4.88%
3-Month
-30.44%
13.10%
1-Year
-44.59%
70.12%
3-Year
-19.23%
-11.73%
5-Year
-21.86%
-4.80%
10-Year
0.00%
-6.23%
Last Bull Market
0.00%
22.50%
Last Bear Market
0.00%
-32.25%

Annual Total Return (%) History

Year
CURZX
Category
2020
--
-24.54%
2019
2.30%
7.25%
2018
-21.06%
-27.27%
2017
-0.69%
-4.84%
2016
32.77%
29.22%
2015
-56.43%
-27.39%
2014
-40.23%
-16.65%
2013
6.59%
22.85%

2012
--
1.21%

Past Quarterly Returns

YearQ1Q2Q3Q4
2020 -54.14% -- -- --
2019 14.39% -7.08% -8.13% 4.75%
2018 -3.42% 9.64% 2.00% -26.92%
2017 -1.29% -10.67% 6.37% 5.89%
2016 -2.60% 21.79% 4.09% 7.53%
2015 -10.61% -5.11% -32.41% -24.01%
2014 0.91% 8.70% -4.89% -42.71%
2013 5.99% -1.94% -1.39% 4.00%
2012 -5.38% -- -- --

Rank in Category (By Total Return)

YTD 44
1-Month 32
3-Month 57
1-Year 54
3-Year 49
5-Year 67

Load Adjusted Returns

1-Year -44.59%
3-Year -19.23%
5-Year -21.86%
10-Year --

Performance & Risk

YTD Return 14.98%
5y Average Return -20.83%
Rank in Category (ytd) 44
% Rank in Category (ytd) --
Beta (5Y Monthly) 2.07
Morningstar Risk Rating

Fund Overview

Category Equity Energy
Fund Family MainStay
Net Assets 16.04M
YTD Return -37.89%
Yield 7.49%
Morningstar Rating
Inception Date Jul 02, 2012

Fund Summary

The investment seeks current income and capital appreciation. Under normal market conditions, the fund invests at least 80% of its assets (net assets plus any borrowings for investment purposes) in a portfolio of securities of energy companies involved in exploring, developing, producing, transporting, gathering and processing, storing, refining, distributing, mining or marketing natural gas, natural gas liquids (including propane), crude oil, refined products or coal ("Energy Companies"). It is non-diversified.

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