MainStay WMC Small Companies R2 (MOTRX)

19.02 +0.20 (+1.06%) USD  |  Mar 27 2023
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MOTRX Performance

Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of March 27, 2023. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
YTD
MainStay WMC Small Companies R2
37.26%
6.01%
-4.18%
15.56%
15.23%
-16.67%
17.26%
9.64%
16.46%
-19.30%
-3.70%
S&P 500 Total Return
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
4.03%
MassMutual Small Cap Val Eq R4
39.70%
5.90%
-4.35%
23.69%
8.98%
-13.96%
26.00%
6.58%
21.88%
-10.31%
0.13%
American Century Small Company R
42.99%
5.19%
-5.95%
17.49%
10.13%
-14.91%
19.19%
15.87%
20.39%
-21.79%
-0.48%
Royce Premier R
26.88%
-1.48%
-10.50%
23.97%
21.11%
-11.01%
33.17%
10.64%
15.51%
-16.22%
5.71%
Royce Pennsylvania Mutual R
34.42%
-1.28%
-12.10%
25.62%
15.25%
-10.15%
25.48%
13.07%
21.00%
-17.72%
4.29%
As of March 27, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
MainStay WMC Small Companies R2
-9.39%
-3.01%
4.45%
-20.66%
15.31%
0.32%
4.86%
6.38%
7.92%
8.38%
S&P 500 Total Return
0.03%
4.33%
10.03%
-10.94%
17.98%
10.70%
11.92%
9.80%
10.06%
9.80%
MassMutual Small Cap Val Eq R4
-7.62%
0.13%
12.93%
-8.44%
22.35%
5.65%
7.76%
7.79%
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6.14%
American Century Small Company R
-7.74%
-0.40%
8.11%
-16.78%
17.52%
2.22%
5.93%
5.82%
7.81%
6.81%
Royce Premier R
-3.32%
5.71%
16.13%
-5.02%
17.24%
6.08%
7.82%
7.56%
10.41%
10.35%
Royce Pennsylvania Mutual R
-4.45%
4.58%
15.01%
-6.45%
20.11%
5.85%
7.38%
7.06%
9.39%
10.56%
As of March 27, 2023. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
View Upside/Downside Capture Ratio. Upgrade now.
Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of February 28, 2023