Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MLAAX (MAINSTAY LARGE CAP GROWTH FUND CLASS A) | 5.12% | 14.07% | 22.23% | 12.31% | 17.09% | 14.96% | 12.67% | … | … |
Data as of 06/04/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MLAAX (MAINSTAY LARGE CAP GROWTH FUND CLASS A) | 04/08/2005 | 06/04/2026 |
| 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 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 14.07 | 22.23 | 12.31 | 17.09 | 14.96 | 12.67 | … | … | 5.12 | -7.96 | 29.23 | 42.78 | -31.51 | 25.00 | 36.95 | 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 | 0.89 | 0.97 | 0.44 | 0.68 | NA | NA | … | … | 0.59 | -0.34 | 1.37 | 2.35 | -1.05 | 1.34 | 1.02 | 2.00 | 0.11 | 3.52 | -0.05 | 0.33 | 0.69 | 2.84 | 0.88 | -0.02 | 0.75 | 1.61 | -1.02 | 1.01 | 0.24 | 1.58 |
| Standard Deviation(%) | NA | 16.41 | 19.99 | 22.30 | 22.77 | NA | NA | … | … | 18.44 | 32.18 | 18.70 | 16.79 | 31.46 | 18.62 | 35.81 | 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 | 20.28 | 22.54 | 39.36 | 39.36 | NA | NA | … | … | 16.40 | 26.08 | 12.72 | 10.82 | 36.92 | 9.73 | 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 | 21.31 | 20.60 | 14.89 | 17.11 | 16.86 | 16.98 | … | … | 0.00 | 22.45 | 24.37 | 13.71 | 8.95 | 26.53 | 6.90 | 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 |
Data as of 06/04/2026, Common starting date is 04/08/2005
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 |
0.95%
Oct 2007 – Oct 2012 |
6.93%
Feb 2006 – Feb 2016 |
8.87%
Sep 2007 – Sep 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) |
31.62%
Dec 2018 – Dec 2021 |
25.97%
Oct 2016 – Oct 2021 |
18.93%
Sep 2011 – Sep 2021 |
17.01%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart