LGLIX vs. MLAAX

In the year-to-date period, LGLIX achieves a -0.08% return, which is significantly lower than MLAAX's 3.14% return. Both investments have delivered pretty close results over the past 10 years, with LGLIX having a 15.16% annualized return and MLAAX not far behind at 14.88%.

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LGLIX has a 0.64% expense ratio, which is lower than MLAAX's 0.93% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Growth Leaders Fund (LGLIX) and MainStay Winslow Large Cap Growth Fund (MLAAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current LGLIX Sharpe Ratio is 0.76, which is comparable to the MLAAX Sharpe Ratio of 0.72. The chart below compares the historical Sharpe Ratios of LGLIX and MLAAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

LGLIX has not paid dividends to shareholders, while MLAAX's dividend yield for the trailing twelve months is around 21.85%.

The maximum LGLIX drawdown since its inception was -45.95%, smaller than the maximum MLAAX drawdown of -48.85%. Use the drawdown chart below to compare losses from any high point for LGLIX and MLAAX.

Lord Abbett Growth Leaders Fund (LGLIX) has a higher volatility of 5.95% compared to MainStay Winslow Large Cap Growth Fund (MLAAX) at 5.66%. This indicates that LGLIX's price experiences larger fluctuations and is considered to be riskier than MLAAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.