Correlation
The correlation between MLAAX and COST is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
MLAAX vs. COST
Compare and contrast key facts about MainStay Winslow Large Cap Growth Fund (MLAAX) and Costco Wholesale Corporation (COST).
MLAAX is managed by New York Life Investments. It was launched on Jul 3, 1995.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MLAAX or COST.
Performance
MLAAX vs. COST - Performance Comparison
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Key characteristics
MLAAX:
0.62
COST:
1.18
MLAAX:
1.00
COST:
1.63
MLAAX:
1.14
COST:
1.22
MLAAX:
0.69
COST:
1.46
MLAAX:
2.35
COST:
4.18
MLAAX:
6.67%
COST:
6.03%
MLAAX:
25.83%
COST:
21.94%
MLAAX:
-48.85%
COST:
-53.39%
MLAAX:
-2.48%
COST:
-6.20%
Returns By Period
In the year-to-date period, MLAAX achieves a 2.83% return, which is significantly lower than COST's 10.36% return. Over the past 10 years, MLAAX has underperformed COST with an annualized return of 14.81%, while COST has yielded a comparatively higher 23.78% annualized return.
MLAAX
2.83%
10.21%
2.28%
15.87%
20.93%
15.68%
14.81%
COST
10.36%
1.85%
5.16%
25.72%
30.73%
28.85%
23.78%
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Risk-Adjusted Performance
MLAAX vs. COST — Risk-Adjusted Performance Rank
MLAAX
COST
MLAAX vs. COST - Risk-Adjusted Performance 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.
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Dividends
MLAAX vs. COST - Dividend Comparison
MLAAX's dividend yield for the trailing twelve months is around 21.91%, more than COST's 0.47% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MLAAX MainStay Winslow Large Cap Growth Fund | 21.91% | 22.53% | 10.61% | 14.96% | 26.64% | 5.41% | 11.55% | 23.59% | 17.20% | 13.18% | 13.61% | 10.53% |
COST Costco Wholesale Corporation | 0.47% | 0.49% | 2.87% | 0.76% | 0.54% | 3.38% | 0.86% | 1.08% | 4.81% | 1.09% | 4.06% | 0.97% |
Drawdowns
MLAAX vs. COST - Drawdown Comparison
The maximum MLAAX drawdown since its inception was -48.85%, smaller than the maximum COST drawdown of -53.39%. Use the drawdown chart below to compare losses from any high point for MLAAX and COST.
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Volatility
MLAAX vs. COST - Volatility Comparison
MainStay Winslow Large Cap Growth Fund (MLAAX) has a higher volatility of 5.66% compared to Costco Wholesale Corporation (COST) at 4.17%. This indicates that MLAAX's price experiences larger fluctuations and is considered to be riskier than COST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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