Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MLGRX (MAINSTAY LARGE CAP GROWTH FUND CLASS R3) | 4.91% | 13.62% | 21.81% | 11.92% | 16.69% | 14.57% | 12.34% | … | … |
Data as of 06/04/2026, Common starting date is 05/05/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MLGRX (MAINSTAY LARGE CAP GROWTH FUND CLASS R3) | 05/05/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.14 | 13.62 | 21.81 | 11.92 | 16.69 | 14.57 | 12.34 | … | … | 4.91 | -11.98 | 1.70 | 25.49 | -41.37 | -4.78 | 28.72 | 32.60 | 3.43 | 31.72 | -1.04 | 5.35 | 9.91 | 36.01 | 12.61 | -0.82 | 14.78 | 39.04 | -38.66 | 20.81 | 2.25 |
| Sharpe Ratio | NA | 0.86 | 0.95 | 0.43 | 0.66 | NA | NA | … | … | 0.58 | -0.41 | -0.16 | 1.01 | -1.22 | -0.15 | 0.78 | 1.98 | 0.10 | 3.47 | -0.05 | 0.31 | 0.66 | 2.78 | 0.85 | -0.03 | 0.35 | 1.60 | -1.02 | 1.01 | 0.01 |
| Standard Deviation(%) | NA | 16.35 | 20.01 | 22.33 | 22.85 | NA | NA | … | … | 18.39 | 36.63 | 30.55 | 21.27 | 35.19 | 31.38 | 36.39 | 15.76 | 21.70 | 8.99 | 24.59 | 17.10 | 14.96 | 12.95 | 14.88 | 26.48 | 41.66 | 24.41 | 38.70 | 17.78 | 13.62 |
| Draw Down(%) | NA | 20.37 | 22.71 | 39.53 | 39.53 | NA | NA | … | … | 16.47 | 30.28 | 24.14 | 12.61 | 42.39 | 29.79 | 30.39 | 7.75 | 22.39 | 2.92 | 17.00 | 13.56 | 9.69 | 6.88 | 13.70 | 20.75 | 22.79 | 17.51 | 47.99 | 10.04 | 11.17 |
| Yield(%) | 0.00 | 26.25 | 23.80 | 16.31 | 17.69 | 17.03 | 17.01 | … | … | 0.00 | 27.64 | 28.69 | 15.79 | 10.08 | 29.02 | 7.49 | 14.76 | 20.90 | 19.91 | 11.98 | 13.04 | 10.79 | 6.37 | 0.07 | 2.26 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/05/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLGRX (MAINSTAY LARGE CAP GROWTH FUND CLASS R3) |
-5.80%
Jun 2007 – Jun 2010 |
0.66%
Oct 2007 – Oct 2012 |
7.32%
Nov 2006 – Nov 2016 |
8.53%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLGRX (MAINSTAY LARGE CAP GROWTH FUND CLASS R3) |
31.15%
Dec 2018 – Dec 2021 |
25.56%
Oct 2016 – Oct 2021 |
18.54%
Sep 2011 – Sep 2021 |
16.62%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart