MLAAX vs. FBCG

In the year-to-date period, MLAAX achieves a 3.87% return, which is significantly higher than FBCG's 3.11% return.

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MLAAX has a 0.93% expense ratio, which is higher than FBCG's 0.59% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for MainStay Winslow Large Cap Growth Fund (MLAAX) and Fidelity Blue Chip Growth ETF (FBCG). 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 0.18, which is lower than the FBCG Sharpe Ratio of 1.76. The chart below compares the historical Sharpe Ratios of MLAAX and FBCG, 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 has not paid dividends to shareholders, while FBCG's dividend yield for the trailing twelve months is around 0.12%.

The maximum MLAAX drawdown since its inception was -55.55%, which is greater than FBCG's maximum drawdown of -43.56%. Use the drawdown chart below to compare losses from any high point for MLAAX and FBCG. For additional features, visit the drawdowns tool.

The current volatility for MainStay Winslow Large Cap Growth Fund (MLAAX) is 6.26%, while Fidelity Blue Chip Growth ETF (FBCG) has a volatility of 7.73%. This indicates that MLAAX experiences smaller price fluctuations and is considered to be less risky than FBCG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.