MLAAX vs. JKE

In the year-to-date period, MLAAX achieves a 29.48% return, which is significantly lower than JKE's 31.11% return. Over the past 10 years, MLAAX has outperformed JKE with an annualized return of 0.50%, while JKE has yielded a comparatively lower -1.97% annualized return.

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MLAAX has a 0.93% expense ratio, which is higher than JKE's 0.25% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for MainStay Winslow Large Cap Growth Fund (MLAAX) and iShares Morningstar Large-Cap Growth ETF (JKE). 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 1.16, which is lower than the JKE Sharpe Ratio of 2.24. The chart below compares the historical Sharpe Ratios of MLAAX and JKE, 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 JKE's dividend yield for the trailing twelve months is around 0.52%.

The maximum MLAAX drawdown since its inception was -55.55%, smaller than the maximum JKE drawdown of -84.91%. Use the drawdown chart below to compare losses from any high point for MLAAX and JKE. For additional features, visit the drawdowns tool.

MainStay Winslow Large Cap Growth Fund (MLAAX) and iShares Morningstar Large-Cap Growth ETF (JKE) have volatilities of 5.77% and 5.72%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.