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NYLI Winslow Large Cap Growth Fund Class I (MLAIX) Sharpe Ratio: 0.86

Mutual Fund · Currency in USD · Last updated Jun 24, 2026

The fund seeks long-term capital appreciation by investing at least 80% of its assets in large-cap U.S. companies, defined as those with market capitalizations over $4 billion at the time of purchase.

MLAIX's Sharpe Ratio of 0.86 indicates that for each unit of volatility, it generates 0.86 units of excess return above the risk-free rate. The ratio is calculated using historical daily returns over the past 12 months (as of Jun 24, 2026).

Sharpe uses total volatility (standard deviation) which includes both upside and downside price movements, making it useful for comparing risk-adjusted returns across different assets. For how to read this number and when it can mislead, see Sharpe Ratio Explained.

MLAIX Sharpe Ratio Rank

MLAIX Sharpe Ratio Rank: 11.612
Concerning

MLAIX ranks above 11.6% of all investments in our database based on Sharpe Ratio over the past 12 months, indicating weak returns relative to total risk taken. Securities are ranked from 0 (worst) to 100 (best).

What moves the rank

  • Strong returns with low total volatility → Higher rank
  • High volatility (both upside and downside) → Lower rank
  • Consistent returns → Higher rank than volatile returns of same magnitude
  • Sharp drawdowns increase volatility → Lower rank

What you can do with this information

  • Weak risk-adjusted returns relative to category peers
  • Evaluate whether this holding aligns with your risk-return objectives
  • Consider reducing exposure or re-evaluating position size
  • Review higher-ranked alternatives in the same category

MLAIX Sharpe Ratio Market Positioning

The chart shows MLAIX's Sharpe Ratio relative to all mutual funds on our platform, with color zones indicating percentile rankings. Higher ratios indicate better risk-adjusted returns.

  • Red zone (bottom 25%): 1.30 or lower
  • Yellow zone (middle 50%): 1.30 to 2.33
  • Green zone (top 25%): 2.33 or higher
  • Top 1%: 4.28+
  • Median: 1.93 — half of all investments score higher

How it compares to other similar mutual funds

The table compares NYLI Winslow Large Cap Growth Fund Class I's Sharpe Ratio with other mutual funds in the Large Cap Growth Equities category across multiple time periods, showing how MLAIX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 24, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
POGRXPrimeCap Odyssey Growth Fund3.60
VPMCXVanguard PRIMECAP Fund Investor Shares3.59
ONERXOne Rock Fund3.24
VHCAXVanguard Capital Opportunity Fund Admiral Shares3.17
FOCKXFidelity OTC Portfolio Class K2.99
FOCPXFidelity OTC Portfolio2.97
FCGSXFidelity Series Growth Company Fund2.90
ANFFXAmerican Funds The New Economy Fund Class F-12.90
IOLZXICON Equity Fund2.87
CHAIXChase Growth Fund Institutional Class2.86
MLAIXNYLI Winslow Large Cap Growth Fund Class I0.86

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows MLAIX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when MLAIX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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Sharpe Ratio Calculator

How does MLAIX fit in your portfolio?

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