Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MLAIX (MAINSTAY LARGE CAP GROWTH FUND CLASS I) | 5.15% | 14.32% | 22.54% | 5.40% | 12.84% | 12.26% | 10.79% | … | … |
Data as of 06/04/2026, Common starting date is 04/07/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MLAIX (MAINSTAY LARGE CAP GROWTH FUND CLASS I) | 04/07/2005 | 06/04/2026 |
| 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 (%) | -0.08 | 14.32 | 22.54 | 5.40 | 12.84 | 12.26 | 10.79 | … | … | 5.15 | -3.29 | 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 | 0.90 | 0.99 | 0.12 | 0.49 | NA | NA | … | … | 0.63 | -0.16 | 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 | 16.37 | 19.97 | 24.57 | 23.25 | NA | NA | … | … | 18.39 | 29.49 | 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 | 20.28 | 22.58 | 53.32 | 53.32 | NA | NA | … | … | 16.41 | 22.59 | 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 | 17.17 | 17.56 | 7.46 | 11.26 | 12.18 | 12.52 | … | … | 0.00 | 18.11 | 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 06/04/2026, Common starting date 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) |
28.53%
Dec 2022 – Dec 2025 |
24.66%
Oct 2016 – Oct 2021 |
18.46%
Sep 2011 – Sep 2021 |
14.28%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart
