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MainStay WMC Enduring Capital Inv (MCSSX)

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

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 35.75%
Worst 1Y Total Return --
Number of Years Up 12
Number of Years Down 3

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

Risk Statistics

3 Years5 Years10 Years
MCSSXCategory AverageMCSSXCategory AverageMCSSXCategory Average
Alpha 0.11 -0.02 -0.85 -0.01 -1.3 -0.02
BETA 0.97 0.01 1 0.01 1 0.01
Mean Annual Return 1.02 0.01 1.24 0.01 1.01 0.01
R-squared 90.05 0.95 94.13 0.95 94.97 0.95
Standard Deviation 17.91 0.19 18.85 0.15 15.56 0.14
Sharpe Ratio 0.52 0.01 0.68 0.01 0.68 0.01
Treynor Ratio 8.55 0.16 11.83 0.15 9.97 0.12

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