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 |
|---|---|---|---|---|---|---|---|---|
| MLRTX (MAINSTAY LARGE CAP GROWTH FUND CLASS R2) | -6.97% | -8.63% | -1.96% | -0.54% | 5.60% | 8.28% | 7.86% | 7.77% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MLRTX (MAINSTAY LARGE CAP GROWTH FUND CLASS R2) | 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 (%) | 10.15 | -8.63 | -1.96 | -0.54 | 5.60 | 8.28 | 7.86 | 7.77 | -6.97 | 5.66 | 27.97 | -40.26 | -2.20 | 29.64 | 32.95 | 3.71 | 31.99 | -0.97 | 5.62 | 10.22 | 36.44 | 12.86 | -0.67 | 15.31 | 39.23 | -38.58 | 21.28 | 6.86 | 14.23 |
| Sharpe Ratio | NA | -0.46 | -0.22 | -0.10 | 0.15 | NA | NA | 0.26 | -0.66 | -0.03 | 1.18 | -1.21 | -0.08 | 0.81 | 1.98 | 0.11 | 3.53 | -0.05 | 0.33 | 0.68 | 2.80 | 0.87 | -0.03 | 0.37 | 1.61 | -1.02 | 1.04 | 0.28 | 1.56 |
| Standard Deviation(%) | NA | 32.81 | 28.60 | 28.44 | 25.64 | NA | NA | 24.82 | 35.84 | 27.80 | 20.31 | 34.40 | 29.49 | 36.27 | 15.93 | 21.72 | 8.92 | 24.15 | 17.06 | 15.02 | 13.00 | 14.77 | 26.48 | 41.59 | 24.37 | 38.67 | 17.66 | 13.09 | 11.25 |
| Draw Down(%) | NA | 35.75 | 35.75 | 55.83 | 55.83 | NA | NA | 55.83 | 22.56 | 21.33 | 11.18 | 41.35 | 28.01 | 30.40 | 7.80 | 22.34 | 2.99 | 16.99 | 13.55 | 9.58 | 6.76 | 13.50 | 20.61 | 22.78 | 17.39 | 47.87 | 9.87 | 11.93 | 5.56 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 6.41 | 8.63 | 8.90 | 8.75 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 13.86 | 19.92 | 19.15 | 11.60 | 12.70 | 10.57 | 6.26 | 0.07 | 2.23 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLRTX (MAINSTAY LARGE CAP GROWTH FUND CLASS R2) |
-10.95%
Feb 2006 - Feb 2009 |
0.27%
Feb 2018 - Feb 2023 |
5.67%
Mar 2015 - Mar 2025 |
6.00%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLRTX (MAINSTAY LARGE CAP GROWTH FUND CLASS R2) |
26.74%
Oct 2018 - Oct 2021 |
24.50%
Oct 2016 - Oct 2021 |
18.17%
Sep 2011 - Sep 2021 |
13.32%
Jul 2006 - Jul 2021 |
Annualized Rolling Returns Comparison Chart