MAPBX Performance & Returns | MainStay WMC Value B

MainStay WMC Value B (MAPBX)

19.58

+0.19 (+0.98%) USD | Jul 01 2022

Cumulative Total Returns Versus Peers

Performance Versus Category

20%

15%

10%

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Name

YTD

10Y

15Y

Total Return (NAV)

Category Rtn. (NAV)

% Rank in Cat (NAV)

As of July 01, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name

2012

2013

2014

2015

2016

2017

2018

2019

2020

2021

YTD

MainStay WMC Value B

14.85%

29.46%

7.76%

-3.84%

7.18%

21.33%

-8.11%

30.17%

12.09%

24.69%

-9.60%

S&P 500 Total Return

16.00%

32.39%

13.69%

1.38%

11.96%

21.83%

-4.38%

31.49%

18.40%

28.71%

-19.11%

MFS Blended Research Value Equity B

12.99%

15.57%

-9.28%

22.10%

0.59%

25.05%

-9.90%

MainStay Epoch US Equity Yield B

11.40%

28.90%

13.71%

-3.46%

13.52%

15.62%

-6.50%

22.52%

-1.12%

21.30%

-8.11%

TETON Westwood Equity B

Hartford Quality Value R3

17.80%

31.79%

7.75%

-4.99%

17.05%

10.95%

-9.44%

29.01%

1.91%

27.14%

-9.24%

As of July 01, 2022.

Periodic Total Returns Versus Peers

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Name

10Y

15Y

20Y

MainStay WMC Value B

-6.72%

-9.39%

-9.60%

-3.25%

11.63%

10.76%

11.02%

6.60%

8.34%

9.41%

S&P 500 Total Return

-6.60%

-15.50%

-19.11%

-10.15%

10.71%

11.54%

13.08%

8.62%

9.25%

9.85%

MFS Blended Research Value Equity B

-6.85%

-9.49%

-9.90%

-5.39%

6.84%

6.76%

7.79%

MainStay Epoch US Equity Yield B

-5.25%

-8.24%

-8.11%

-1.78%

5.71%

6.48%

9.34%

10.59%

TETON Westwood Equity B

Hartford Quality Value R3

-6.54%

-10.01%

-9.24%

-1.72%

8.74%

7.89%

10.33%

5.45%

8.00%

7.11%

As of July 01, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

20%

15%

10%

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Name

10Y

15Y

Upside

Downside

Capture Ratio

As of June 30, 2022