Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MLAIX (MAINSTAY LARGE CAP GROWTH FUND CLASS I) | 4.98% | 13.81% | 21.52% | 7.85% | 11.15% | 12.99% | 10.48% | 10.67% |
Data as of 06/13/2025, AR inception is 04/07/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MLAIX (MAINSTAY LARGE CAP GROWTH FUND CLASS I) | 04/07/2005 | 06/13/2025 |
| 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 (%) | -0.88 | 13.81 | 21.52 | 7.85 | 11.15 | 12.99 | 10.48 | 10.67 | 4.98 | 10.34 | 30.69 | -38.79 | 1.13 | 30.84 | 33.47 | 4.06 | 32.39 | -2.08 | 5.97 | 10.55 | 36.94 | 13.21 | -0.24 | 15.65 | 39.73 | -38.38 | 21.57 | 7.17 | 13.94 |
| Sharpe Ratio | NA | 0.41 | 0.78 | 0.24 | 0.41 | NA | NA | 0.40 | 0.27 | 0.15 | 1.38 | -1.20 | 0.04 | 0.84 | 2.03 | 0.13 | 3.59 | -0.15 | 0.35 | 0.70 | 2.83 | 0.90 | -0.01 | 0.37 | 1.63 | -1.01 | 1.06 | 0.31 | 1.51 |
| Standard Deviation(%) | NA | 25.66 | 23.35 | 25.52 | 23.46 | NA | NA | 23.66 | 31.44 | 24.98 | 19.38 | 33.59 | 27.19 | 36.14 | 15.76 | 21.76 | 8.89 | 15.52 | 17.07 | 14.96 | 13.02 | 14.72 | 26.50 | 41.74 | 24.38 | 38.62 | 17.69 | 12.79 | 11.24 |
| Draw Down(%) | NA | 22.58 | 23.48 | 53.32 | 53.32 | NA | NA | 53.32 | 22.58 | 18.18 | 10.62 | 39.87 | 25.82 | 30.34 | 7.69 | 22.29 | 2.89 | 16.89 | 13.51 | 9.63 | 6.77 | 13.59 | 20.60 | 22.83 | 17.34 | 47.90 | 9.90 | 11.82 | 5.55 |
| Yield(%) | 0.00 | 16.77 | 11.67 | 5.69 | 9.06 | 13.01 | 11.48 | 11.88 | 0.00 | 20.42 | 11.69 | 0.10 | 0.00 | 0.00 | 12.63 | 18.50 | 18.09 | 11.03 | 12.20 | 10.22 | 6.09 | 0.33 | 2.18 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.06 |
Data as of 06/13/2025, AR inception is 04/07/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLAIX (MAINSTAY LARGE CAP GROWTH FUND CLASS I) |
-10.77%
Feb 2006 - Feb 2009 |
1.27%
Oct 2007 - Oct 2012 |
7.28%
Feb 2006 - Feb 2016 |
6.66%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLAIX (MAINSTAY LARGE CAP GROWTH FUND CLASS I) |
27.42%
Oct 2018 - Oct 2021 |
24.66%
Oct 2016 - Oct 2021 |
18.46%
Sep 2011 - Sep 2021 |
14.28%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart