MLAAX vs. COST
MLAAX (MainStay Winslow Large Cap Growth Fund) is Large Cap Growth Equities fund managed by New York Life, while COST (Costco Wholesale Corporation) is a stock. Over the past 10 years, MLAAX returned 15.86%/yr vs 21.10%/yr for COST. Their 0.48 correlation means their historical movements had little consistent relationship.
Performance
MLAAX vs. COST - Performance Comparison
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Returns By Period
In the year-to-date period, MLAAX achieves a -0.57% return, which is significantly lower than COST's 10.87% return. Over the past 10 years, MLAAX has underperformed COST with an annualized return of 15.86%, while COST has yielded a comparatively higher 21.10% annualized return.
MLAAX
- 1D
- 2.82%
- 1M
- -3.21%
- 6M
- 2.10%
- YTD
- -0.57%
- 1Y
- 3.77%
- 3Y*
- 17.33%
- 5Y*
- 8.73%
- 10Y*
- 15.86%
- ALL TIME*
- 5.58%
COST
- 1D
- -0.24%
- 1M
- 0.18%
- 6M
- 1.55%
- YTD
- 10.87%
- 1Y
- 0.52%
- 3Y*
- 21.34%
- 5Y*
- 18.51%
- 10Y*
- 21.10%
- ALL TIME*
- 16.98%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.83B | $2.11B | $2.34B | |
| $0.00 | $0.00 | $0.00 |
MLAAX vs. COST - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MLAAX MainStay Winslow Large Cap Growth Fund | -0.57% | 14.20% | 28.95% | 43.10% | -31.51% | 25.00% | 36.95% | 33.18% | 3.81% | 32.19% |
COST Costco Wholesale Corporation | 10.87% | -5.39% | 39.62% | 49.00% | -19.05% | 51.82% | 32.67% | 45.70% | 10.60% | 22.37% |
Correlation
The correlation between MLAAX and COST is -0.22, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.22 |
Correlation (3Y) Balances recent behavior with more history. | 0.26 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.43 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.45 |
Correlation (All Time) Calculated using the full available price history since Jul 7, 1995 | 0.48 |
The correlation between MLAAX and COST shifts across timeframes, from -0.22 (1 year) to 0.48 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
MLAAX vs. COST — Risk / Return Rank
MLAAX
COST
MLAAX vs. COST - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MainStay Winslow Large Cap Growth Fund (MLAAX) and Costco Wholesale Corporation (COST). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MLAAX | COST | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.01 | ||
| Sortino ratioReturn per unit of downside risk | -0.02 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.03 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 0.09 | 0.12 | -0.04 |
| Martin ratioReturn relative to average drawdown | 0.24 | 0.26 | -0.02 |
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Drawdowns
MLAAX vs. COST - Drawdown Comparison
The maximum MLAAX drawdown since its inception was -83.01%, which is greater than COST's maximum drawdown of -53.39%. Use the drawdown chart below to compare losses from any high point for MLAAX and COST.
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Drawdown Indicators
| MLAAX | COST | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.01% | -53.39% | -29.62% |
Max Drawdown (1Y)Largest decline over 1 year | -20.28% | -16.57% | -3.71% |
Max Drawdown (3Y)Largest decline over 3 years | -35.43% | -20.74% | -14.69% |
Max Drawdown (5Y)Largest decline over 5 years | -39.36% | -31.40% | -7.96% |
Max Drawdown (10Y)Largest decline over 10 years | -39.36% | -31.40% | -7.96% |
Current DrawdownCurrent decline from peak | -10.23% | -12.88% | +2.65% |
Average DrawdownAverage peak-to-trough decline | -38.64% | -13.36% | -25.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.10% | 7.81% | -0.71% |
Volatility
MLAAX vs. COST - Volatility Comparison
The current volatility for MainStay Winslow Large Cap Growth Fund (MLAAX) is 6.33%, while Costco Wholesale Corporation (COST) has a volatility of 7.34%. This indicates that MLAAX experiences smaller price fluctuations and is considered to be less risky than COST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MLAAX | COST | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.33% | 7.34% | -1.01% |
Volatility (6M)Calculated over the trailing 6-month period | 15.41% | 15.13% | +0.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.05% | 19.96% | -0.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.92% | 22.93% | +2.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.85% | 22.03% | +3.82% |
Dividends
MLAAX vs. COST - Dividend Comparison
MLAAX's dividend yield for the trailing twelve months is around 24.51%, more than COST's 0.72% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
COST Costco Wholesale Corporation | 0.58% | 0.59% | 0.49% | 2.87% | 0.76% | 0.54% | 3.38% | 0.86% | 1.08% | 4.81% | 1.09% | 4.06% |
MLAAX MainStay Winslow Large Cap Growth Fund | 24.51% | 24.37% | 22.54% | 10.59% | 14.95% | 26.64% | 5.40% | 11.55% | 23.59% | 17.20% | 13.18% | 13.61% |
Frequently Asked Questions
MLAAX and COST have a correlation of -0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
COST has higher volatility (7.34%) compared to MLAAX (6.33%). In terms of maximum drawdown, MLAAX dropped -83.01% vs COST's -53.39%.
COST currently has the higher Sharpe Ratio (0.10 vs 0.09), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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