Nasdaq - Delayed Quote USD

MainStay WMC Enduring Capital Inv (MCSSX)

36.02 -0.05 (-0.14%)
At close: April 26 at 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.65%
5y Average Return 12.19%
Number of Years Up 12
Number of Years Down 3
Best 1Y Total Return (Apr 26, 2024) 35.75%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 35.75%
Worst 3Y Total Return 6.99%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MCSSX
Category
YTD
9.65%
14.84%
1-Month
3.68%
1.65%
3-Month
9.65%
7.55%
1-Year
27.13%
40.47%
3-Year
11.24%
16.77%
5-Year
13.95%
16.15%
10-Year
11.47%
13.21%
Last Bull Market
43.34%
24.09%
Last Bear Market
-12.56%
-17.61%

Annual Total Return (%) History

Year
MCSSX
Category
2024
--
--
2023
17.21%
--
2022
-13.35%
--
2021
34.71%
--
2020
15.16%
15.83%
2019
24.49%
28.78%
2018
-6.82%
-6.27%
2017
23.51%
20.44%

2016
7.33%
10.37%
2015
0.35%
-1.07%
2014
13.71%
10.96%
2013
35.75%
31.50%
2012
15.88%
14.96%
2011
-0.29%
-1.27%
2010
10.58%
14.01%
2009
19.64%
28.17%
2008
--
-37.79%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 9.65% -- -- --
2023 1.08% 6.41% -2.74% 12.04%
2022 -5.75% -12.56% -2.96% 8.35%
2021 8.97% 7.20% 1.62% 13.48%
2020 -20.82% 21.33% 7.47% 11.54%
2019 11.92% 2.19% 0.87% 7.91%
2018 -0.98% 3.43% 7.74% -15.56%
2017 5.94% 2.53% 4.77% 8.53%
2016 0.15% 0.66% 3.03% 3.33%
2015 1.52% -0.35% -6.56% 6.16%

2014 2.35% 4.87% 2.08% 3.78%
2013 11.49% 3.18% 5.23% 12.15%
2012 12.31% -3.39% 7.35% -0.51%
2011 5.76% -1.16% -14.45% 11.49%
2010 4.43% -12.26% 9.45% 10.26%
2009 -10.86% 11.03% 15.01% 5.11%
2008 -0.55% -10.27% -21.92% --

Rank in Category (By Total Return)

YTD 66
1-Month 29
3-Month 66
1-Year 61
3-Year 29
5-Year 55

Load Adjusted Returns

1-Year 20.78%
3-Year 9.36%
5-Year 12.79%
10-Year 10.90%

Performance & Risk

YTD Return 4.65%
5y Average Return 12.19%
Rank in Category (ytd) 66
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.97
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family New York Life Investment Management LLC
Net Assets 558.5M
YTD Return 9.65%
Yield 0.40%
Morningstar Rating
Inception Date Jun 01, 1998

Fund Summary

Under normal circumstances, the fund invests at least 80% of its assets (net assets plus any borrowings for investment purposes) in common stocks. It invests in common stocks of U.S. companies with market capitalizations that, at the time of investment, are similar to the market capitalizations of companies whose stocks are included in the S&P 500® Index or the Russell 3000® Index. The fund may also invest in securities of foreign issuers.

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