MLAAX vs. BPTRX

In the year-to-date period, MLAAX achieves a 2.83% return, which is significantly higher than BPTRX's -4.57% return. Over the past 10 years, MLAAX has underperformed BPTRX with an annualized return of 14.81%, while BPTRX has yielded a comparatively higher 19.73% annualized return.

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MLAAX has a 0.93% expense ratio, which is lower than BPTRX's 1.36% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for MainStay Winslow Large Cap Growth Fund (MLAAX) and Baron Partners Fund (BPTRX). 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 MLAAX Sharpe Ratio is 0.62, which is lower than the BPTRX Sharpe Ratio of 1.25. The chart below compares the historical Sharpe Ratios of MLAAX and BPTRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MLAAX's dividend yield for the trailing twelve months is around 21.91%, more than BPTRX's 0.80% yield.

The maximum MLAAX drawdown since its inception was -48.85%, smaller than the maximum BPTRX drawdown of -65.32%. Use the drawdown chart below to compare losses from any high point for MLAAX and BPTRX.

The current volatility for MainStay Winslow Large Cap Growth Fund (MLAAX) is 5.66%, while Baron Partners Fund (BPTRX) has a volatility of 7.65%. This indicates that MLAAX experiences smaller price fluctuations and is considered to be less risky than BPTRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.