Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KLGIX (MAINSTAY CORNERSTONE GROWTH FUND CLASS I) | 4.59% | 19.33% | 20.34% | 9.99% | 14.03% | 11.85% | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/03/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KLGIX (MAINSTAY CORNERSTONE GROWTH FUND CLASS I) | 11/03/2009 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.44 | 19.33 | 20.34 | 9.99 | 14.03 | 11.85 | NA | … | … | 4.59 | 15.02 | 21.59 | 38.50 | -33.33 | -6.57 | 27.46 | 29.71 | -4.08 | 30.38 | 1.03 | 2.14 | 8.53 | 24.58 | 14.61 | -0.25 | 16.18 | 7.70 |
| Sharpe Ratio | NA | 1.15 | 0.93 | 0.32 | 0.56 | NA | NA | … | … | 0.55 | 0.53 | 0.81 | 2.04 | -1.07 | -0.23 | 0.74 | 1.95 | -0.27 | 3.60 | 0.04 | 0.12 | 0.57 | 1.97 | 0.92 | -0.01 | 0.81 | 4.39 |
| Standard Deviation(%) | NA | 15.85 | 19.31 | 22.46 | 22.27 | NA | NA | … | … | 17.94 | 23.55 | 18.52 | 16.93 | 32.70 | 28.28 | 36.76 | 14.52 | 20.33 | 8.30 | 21.25 | 17.02 | 14.99 | 12.43 | 15.88 | 27.40 | 19.80 | 13.56 |
| Draw Down(%) | NA | 15.94 | 22.69 | 39.11 | 39.11 | NA | NA | … | … | 14.79 | 22.69 | 12.67 | 11.67 | 36.90 | 27.53 | 32.38 | 9.43 | 23.86 | 2.29 | 18.98 | 12.84 | 10.11 | 6.82 | 12.16 | 24.08 | 19.56 | 2.24 |
| Yield(%) | 0.00 | 3.54 | 3.39 | 6.05 | 8.65 | 8.29 | 8.35 | … | … | 0.00 | 3.63 | 4.66 | 0.00 | 0.00 | 24.17 | 4.52 | 4.49 | 9.61 | 4.97 | 8.06 | 7.10 | 9.39 | 10.90 | 8.69 | 4.82 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 11/03/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KLGIX (MAINSTAY CORNERSTONE GROWTH FUND CLASS I) |
1.37%
Dec 2019 – Dec 2022 |
5.33%
Dec 2017 – Dec 2022 |
8.36%
Sep 2012 – Sep 2022 |
10.74%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KLGIX (MAINSTAY CORNERSTONE GROWTH FUND CLASS I) |
27.53%
Sep 2022 – Sep 2025 |
21.56%
Oct 2016 – Oct 2021 |
15.68%
Sep 2011 – Sep 2021 |
13.69%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart