Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MLABX (MAINSTAY LARGE CAP GROWTH FUND CLASS B) | 5.09% | 24.12% | 15.69% | 14.80% | 14.31% | 14.58% | NA | 12.33% |
Data as of 02/20/2025, AR inception is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MLABX (MAINSTAY LARGE CAP GROWTH FUND CLASS B) | 04/08/2005 | 02/20/2025 |
| 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 (%) | 0.00 | 24.12 | 15.69 | 14.80 | 14.31 | 14.58 | NA | 12.33 | 5.09 | -13.77 | 17.88 | -45.09 | -12.24 | 26.36 | 31.80 | 3.12 | 31.04 | -1.11 | 4.83 | 9.42 | 35.51 | 12.12 | -1.46 | 14.46 | 37.70 | -39.09 | 20.03 | 5.80 | 13.88 |
| Sharpe Ratio | NA | -0.51 | -0.43 | -0.33 | -0.01 | NA | NA | 0.15 | 2.35 | -0.46 | 0.54 | -1.22 | -0.33 | 0.71 | 1.92 | 0.08 | 3.41 | -0.05 | 0.28 | 0.63 | 2.74 | 0.83 | -0.06 | 0.35 | 1.54 | -1.03 | 0.96 | 0.20 | 1.51 |
| Standard Deviation(%) | NA | 44.12 | 36.29 | 36.91 | 29.32 | NA | NA | 26.87 | 17.71 | 44.03 | 25.30 | 38.09 | 37.70 | 36.65 | 15.82 | 21.74 | 8.96 | 26.42 | 17.06 | 14.97 | 12.93 | 14.73 | 26.50 | 41.59 | 24.39 | 38.73 | 17.76 | 12.86 | 11.26 |
| Draw Down(%) | NA | 35.83 | 39.33 | 63.27 | 63.27 | NA | NA | 63.27 | 3.39 | 35.23 | 17.60 | 46.06 | 34.89 | 30.46 | 7.80 | 22.46 | 2.92 | 17.63 | 13.65 | 9.65 | 6.88 | 13.69 | 20.70 | 22.78 | 17.34 | 48.09 | 10.06 | 12.16 | 5.58 |
| Yield(%) | 0.00 | 39.85 | 21.53 | 20.84 | 15.28 | 19.08 | 16.91 | 17.80 | 0.00 | 43.83 | 22.60 | 13.51 | 35.84 | 9.08 | 17.38 | 23.71 | 22.02 | 13.00 | 13.95 | 11.43 | 6.69 | 0.08 | 2.35 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.06 |
Data as of 02/20/2025, AR inception is 04/08/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLABX (MAINSTAY LARGE CAP GROWTH FUND CLASS B) |
-11.96%
Feb 2006 - Feb 2009 |
0.07%
Oct 2007 - Oct 2012 |
6.04%
Feb 2006 - Feb 2016 |
8.00%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLABX (MAINSTAY LARGE CAP GROWTH FUND CLASS B) |
30.48%
Dec 2018 - Dec 2021 |
25.05%
Oct 2016 - Oct 2021 |
18.01%
Sep 2011 - Sep 2021 |
16.09%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart