Nasdaq - Delayed Quote USD

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

5.89 +0.07 (+1.20%)
At close: April 23 at 8:00 PM EDT

Performance Overview

Morningstar Return Rating 2
YTD Return 9.04%
5y Average Return 11.22%
Number of Years Up 11
Number of Years Down 2
Best 1Y Total Return (Feb 4, 2019) 40.57%
Worst 1Y Total Return (Feb 4, 2019) -36.21%
Best 3Y Total Return 40.57%
Worst 3Y Total Return -4.67%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MYCIX
Category
YTD
16.70%
14.84%
1-Month
8.51%
1.65%
3-Month
11.31%
7.55%
1-Year
53.91%
40.47%
3-Year
11.24%
16.77%
5-Year
11.20%
16.15%
10-Year
13.40%
13.21%
Last Bull Market
24.16%
24.09%
Last Bear Market
-16.47%
-17.61%

Annual Total Return (%) History

Year
MYCIX
Category
2021
--
--
2020
7.96%
15.83%
2019
23.86%
28.78%
2018
-11.78%
-6.27%
2017
23.14%
20.44%
2016
10.50%
10.37%
2015
5.41%
-1.07%
2014
15.63%
10.96%

2013
40.57%
31.50%
2012
15.45%
14.96%
2011
2.76%
-1.27%
2010
13.67%
14.01%
2009
19.48%
28.17%
2008
-36.21%
-37.79%
2007
--
6.16%

Past Quarterly Returns

YearQ1Q2Q3Q4
2021 9.40% -- -- --
2020 -23.77% 18.65% 7.05% 11.51%
2019 11.07% 2.43% 0.95% 7.85%
2018 -1.41% 1.63% 4.21% -15.52%
2017 4.49% 0.82% 7.30% 8.94%
2016 -1.74% -0.47% 3.08% 9.61%
2015 3.11% 0.93% -4.83% 6.43%
2014 2.00% 4.73% 2.21% 5.90%
2013 14.16% 2.35% 5.79% 13.73%
2012 11.64% -3.44% 7.37% -0.26%

2011 6.83% -0.24% -14.15% 12.32%
2010 4.96% -11.82% 10.73% 10.92%
2009 -9.72% 10.00% 15.03% 4.59%
2008 -8.51% 2.29% -12.51% -22.09%
2007 -3.90% -5.62% -- --

Rank in Category (By Total Return)

YTD 15
1-Month 25
3-Month 20
1-Year 74
3-Year 96
5-Year 89

Load Adjusted Returns

1-Year 27.22%
3-Year 6.85%
5-Year 12.66%
10-Year 12.52%

Performance & Risk

YTD Return 9.04%
5y Average Return 11.22%
Rank in Category (ytd) 15
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.03
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family New York Life Investment Management LLC
Net Assets 144.81M
YTD Return 16.70%
Yield 8.76%
Morningstar Rating
Inception Date Jun 29, 2007

Fund Summary

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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