Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MLAAX (MAINSTAY LARGE CAP GROWTH FUND CLASS A) | -7.02% | -8.17% | -1.60% | -0.22% | 5.81% | 8.46% | 7.97% | 7.88% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MLAAX (MAINSTAY LARGE CAP GROWTH FUND CLASS A) | 04/08/2005 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 04/08/2005.
AR inception is since 04/08/2005.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 10.04 | -8.17 | -1.60 | -0.22 | 5.81 | 8.46 | 7.97 | 7.88 | -7.02 | 6.23 | 28.43 | -40.12 | -1.85 | 29.74 | 33.18 | 3.81 | 32.19 | -0.88 | 5.71 | 10.32 | 36.53 | 12.90 | -0.53 | 15.20 | 39.41 | -38.60 | 20.98 | 6.49 | 14.49 |
| Sharpe Ratio | NA | -0.45 | -0.21 | -0.09 | 0.16 | NA | NA | 0.28 | -0.66 | -0.01 | 1.21 | -1.21 | -0.06 | 0.81 | 2.01 | 0.12 | 3.52 | -0.05 | 0.33 | 0.69 | 2.84 | 0.88 | -0.02 | 0.75 | 1.61 | -1.02 | 1.02 | 0.25 | 1.59 |
| Standard Deviation(%) | NA | 32.50 | 28.46 | 28.29 | 25.54 | NA | NA | 23.41 | 35.73 | 27.51 | 20.24 | 34.34 | 29.25 | 36.27 | 15.84 | 21.74 | 9.00 | 23.98 | 17.05 | 14.90 | 12.87 | 14.74 | 26.45 | 20.24 | 24.43 | 38.82 | 17.73 | 12.87 | 11.30 |
| Draw Down(%) | NA | 35.48 | 35.48 | 55.55 | 55.55 | NA | NA | 55.55 | 22.54 | 21.01 | 11.10 | 41.11 | 27.87 | 30.39 | 7.76 | 22.43 | 2.98 | 16.88 | 13.46 | 9.50 | 6.87 | 13.65 | 20.66 | 16.67 | 17.47 | 47.93 | 10.04 | 11.90 | 5.57 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 6.41 | 8.67 | 8.90 | 8.76 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 13.78 | 19.83 | 19.10 | 11.58 | 12.70 | 10.58 | 6.28 | 0.07 | 2.24 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.06 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLAAX (MAINSTAY LARGE CAP GROWTH FUND CLASS A) |
-11.15%
Feb 2006 - Feb 2009 |
0.45%
Feb 2018 - Feb 2023 |
5.89%
Mar 2015 - Mar 2025 |
6.11%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLAAX (MAINSTAY LARGE CAP GROWTH FUND CLASS A) |
26.91%
Oct 2018 - Oct 2021 |
24.62%
Oct 2016 - Oct 2021 |
18.29%
Sep 2011 - Sep 2021 |
13.36%
Jul 2006 - Jul 2021 |
Annualized Rolling Returns Comparison Chart