Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MLRRX (MAINSTAY LARGE CAP GROWTH FUND CLASS R1) | 5.25% | 14.29% | 22.45% | 4.99% | 12.54% | 12.02% | 10.59% | … | … |
Data as of 06/04/2026, Common starting date is 04/07/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MLRRX (MAINSTAY LARGE CAP GROWTH FUND CLASS R1) | 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 (%) | -0.09 | 14.29 | 22.45 | 4.99 | 12.54 | 12.02 | 10.59 | … | … | 5.25 | -4.81 | 9.01 | 29.82 | -39.19 | 0.08 | 30.51 | 33.26 | 3.95 | 32.42 | -2.33 | 5.95 | 10.38 | 36.81 | 13.09 | -0.38 | 15.43 | 39.78 | -38.45 | 21.51 | 7.21 | 13.27 |
| Sharpe Ratio | NA | 0.90 | 0.99 | 0.10 | 0.47 | NA | NA | … | … | 0.63 | -0.21 | 0.09 | 1.32 | -1.21 | 0.00 | 0.83 | 2.02 | 0.12 | 3.56 | -0.16 | 0.35 | 0.69 | 2.82 | 0.89 | -0.02 | 0.37 | 1.63 | -1.01 | 1.05 | 0.30 | 1.44 |
| Standard Deviation(%) | NA | 16.33 | 19.98 | 24.77 | 23.38 | NA | NA | … | … | 18.26 | 30.34 | 25.81 | 19.61 | 33.77 | 27.89 | 36.21 | 15.79 | 21.75 | 8.97 | 15.53 | 17.06 | 14.96 | 13.04 | 14.78 | 26.46 | 41.75 | 24.34 | 38.93 | 17.80 | 13.01 | 11.14 |
| Draw Down(%) | NA | 20.26 | 22.63 | 54.03 | 54.03 | NA | NA | … | … | 16.40 | 23.64 | 19.10 | 10.73 | 40.25 | 26.49 | 30.33 | 7.72 | 22.33 | 2.96 | 16.96 | 13.44 | 9.56 | 6.84 | 13.61 | 20.55 | 22.88 | 17.24 | 47.89 | 9.96 | 11.88 | 5.36 |
| Yield(%) | 0.00 | 18.47 | 18.55 | 7.73 | 11.43 | 12.27 | 12.57 | … | … | 0.00 | 19.47 | 21.69 | 12.34 | 0.03 | 0.00 | 0.00 | 13.02 | 18.94 | 18.38 | 11.22 | 12.37 | 10.34 | 6.15 | 0.22 | 2.20 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
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 |
|---|---|---|---|---|
| MLRRX (MAINSTAY LARGE CAP GROWTH FUND CLASS R1) |
-10.84%
Feb 2006 – Feb 2009 |
1.15%
Oct 2007 – Oct 2012 |
7.19%
Feb 2006 – Feb 2016 |
6.43%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLRRX (MAINSTAY LARGE CAP GROWTH FUND CLASS R1) |
28.35%
Dec 2022 – Dec 2025 |
24.48%
Oct 2016 – Oct 2021 |
18.33%
Sep 2011 – Sep 2021 |
14.03%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart