PortfoliosLab logo
MainStay Winslow Large Cap Growth Fund (MLAAX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US56062X6748

CUSIP

56062X674

Inception Date

Jul 3, 1995

Min. Investment

$15,000

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

MLAAX has a high expense ratio of 0.93%, indicating above-average management fees.


Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in MainStay Winslow Large Cap Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


100.00%200.00%300.00%400.00%December2025FebruaryMarchAprilMay
93.24%
382.55%
MLAAX (MainStay Winslow Large Cap Growth Fund)
Benchmark (^GSPC)

Returns By Period

MainStay Winslow Large Cap Growth Fund (MLAAX) returned -3.14% year-to-date (YTD) and -7.96% over the past 12 months. Over the past 10 years, MLAAX returned -1.14% annually, underperforming the S&P 500 benchmark at 10.45%.


MLAAX

YTD

-3.14%

1M

6.44%

6M

-21.21%

1Y

-7.96%

5Y*

-0.36%

10Y*

-1.14%

^GSPC (Benchmark)

YTD

-3.77%

1M

3.72%

6M

-5.60%

1Y

8.55%

5Y*

14.11%

10Y*

10.45%

*Annualized

Monthly Returns

The table below presents the monthly returns of MLAAX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20253.25%-2.84%-8.56%2.28%3.24%-3.14%
20244.23%7.04%1.30%-5.12%4.77%7.43%-2.49%2.27%2.50%-0.81%7.00%-18.86%6.23%
20237.29%-2.26%5.99%1.41%5.70%5.28%3.42%-1.10%-5.68%-0.94%13.35%-5.47%28.43%
2022-10.86%-4.51%2.21%-12.49%-4.04%-7.38%11.50%-6.01%-9.89%7.50%7.47%-18.89%-40.12%
2021-1.76%2.91%-0.25%7.74%-2.47%6.34%4.77%3.56%-5.08%7.96%-0.60%-21.17%-1.85%
20201.63%-5.79%-8.65%13.82%7.88%4.36%6.41%10.50%-4.88%-3.74%9.12%-1.49%29.74%
20199.47%4.74%2.49%3.64%-5.43%6.64%1.58%-0.62%-1.46%1.80%4.28%-8.20%19.07%
201810.28%-2.00%-1.84%1.25%5.25%0.78%2.23%4.36%1.36%-10.76%1.91%-23.96%-14.81%
20175.34%3.89%1.02%3.48%3.80%-0.42%3.36%2.13%0.10%3.48%2.59%-15.26%12.42%
2016-8.33%-2.56%5.62%0.11%2.04%-1.00%5.04%0.11%0.75%-3.07%-0.55%-11.73%-14.00%
2015-1.39%6.57%-1.90%-0.29%1.84%-0.57%4.69%-6.76%-3.82%8.87%0.37%-12.69%-6.77%
2014-2.59%5.52%-3.97%-2.62%4.76%2.37%-1.16%4.10%-1.22%3.61%2.93%-10.60%-0.10%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of MLAAX is 11, meaning it’s performing worse than 89% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of MLAAX is 1111
Overall Rank
The Sharpe Ratio Rank of MLAAX is 1010
Sharpe Ratio Rank
The Sortino Ratio Rank of MLAAX is 1212
Sortino Ratio Rank
The Omega Ratio Rank of MLAAX is 1111
Omega Ratio Rank
The Calmar Ratio Rank of MLAAX is 1010
Calmar Ratio Rank
The Martin Ratio Rank of MLAAX is 1111
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for MainStay Winslow Large Cap Growth Fund (MLAAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

MainStay Winslow Large Cap Growth Fund Sharpe ratios as of May 10, 2025 (values are recalculated daily):

  • 1-Year: -0.26
  • 5-Year: -0.01
  • 10-Year: -0.04
  • All Time: 0.14

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of MainStay Winslow Large Cap Growth Fund compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00December2025FebruaryMarchAprilMay
-0.26
0.44
MLAAX (MainStay Winslow Large Cap Growth Fund)
Benchmark (^GSPC)

Dividends

Dividend History


MainStay Winslow Large Cap Growth Fund doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%December2025FebruaryMarchAprilMay
-40.32%
-7.88%
MLAAX (MainStay Winslow Large Cap Growth Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the MainStay Winslow Large Cap Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the MainStay Winslow Large Cap Growth Fund was 55.55%, occurring on Dec 28, 2022. The portfolio has not yet recovered.

The current MainStay Winslow Large Cap Growth Fund drawdown is 40.32%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-55.55%Nov 17, 2021280Dec 28, 2022
-48.85%Nov 1, 2007266Nov 20, 2008556Feb 7, 2011822
-37.58%Dec 1, 20141336Mar 23, 202095Aug 6, 20201431
-20.66%Jul 8, 201161Oct 3, 2011111Mar 13, 2012172
-13.65%Apr 4, 201241Jun 1, 2012158Jan 22, 2013199

Volatility

Volatility Chart

The current MainStay Winslow Large Cap Growth Fund volatility is 8.31%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%December2025FebruaryMarchAprilMay
8.31%
6.82%
MLAAX (MainStay Winslow Large Cap Growth Fund)
Benchmark (^GSPC)