Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MLRMX (MainStay Winslow Large Cap Growth Fund Simple Class) | 5.10% | 13.92% | 21.98% | 11.98% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MLRMX (MainStay Winslow Large Cap Growth Fund Simple Class) | 09/01/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.92 | 21.98 | 11.98 | NA | NA | NA | … | … | 5.10 | 13.99 | 28.53 | 42.70 | -31.76 | 24.59 | 2.10 |
| Sharpe Ratio | NA | 0.87 | 0.96 | 0.43 | NA | NA | NA | … | … | 0.61 | 0.47 | 1.33 | 2.36 | -1.06 | 1.32 | 0.26 |
| Standard Deviation(%) | NA | 16.29 | 19.99 | 22.29 | NA | NA | NA | … | … | 18.19 | 23.84 | 18.78 | 16.72 | 31.39 | 18.67 | 24.35 |
| Draw Down(%) | NA | 20.39 | 22.66 | 39.57 | NA | NA | NA | … | … | 16.46 | 22.66 | 12.86 | 10.78 | 37.11 | 9.81 | 11.51 |
| Yield(%) | 0.00 | 22.86 | 21.60 | 15.26 | 8.36 | 5.57 | 4.18 | … | … | 0.00 | 24.04 | 25.71 | 14.35 | 9.27 | 27.17 | 5.36 |
Data as of 06/04/2026, Common starting date is 09/01/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLRMX (MainStay Winslow Large Cap Growth Fund Simple Class) |
4.83%
Oct 2020 – Oct 2023 |
9.09%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLRMX (MainStay Winslow Large Cap Growth Fund Simple Class) |
30.78%
Sep 2022 – Sep 2025 |
16.10%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart