MLAAX vs. MSXAX
Compare and contrast key facts about MainStay Winslow Large Cap Growth Fund (MLAAX) and NYLI S&P 500 Index Class A (MSXAX).
MLAAX is managed by New York Life. It was launched on Jul 3, 1995. MSXAX is a passively managed fund by New York Life that tracks the performance of the S&P 500 Index. It was launched on Jan 2, 2004.
Performance
MLAAX vs. MSXAX - Performance Comparison
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MLAAX vs. MSXAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MLAAX MainStay Winslow Large Cap Growth Fund | -15.36% | 14.20% | 28.95% | 43.10% | -31.51% | 25.00% | 36.95% | 33.18% | 3.81% | 32.19% |
MSXAX NYLI S&P 500 Index Class A | -7.16% | 17.26% | 23.98% | 25.96% | -18.52% | 28.13% | 17.86% | 30.69% | -4.71% | 21.07% |
Returns By Period
In the year-to-date period, MLAAX achieves a -15.36% return, which is significantly lower than MSXAX's -7.16% return. Over the past 10 years, MLAAX has outperformed MSXAX with an annualized return of 14.62%, while MSXAX has yielded a comparatively lower 13.18% annualized return.
MLAAX
- 1D
- -0.80%
- 1M
- -9.71%
- YTD
- -15.36%
- 6M
- -15.31%
- 1Y
- 5.38%
- 3Y*
- 17.08%
- 5Y*
- 8.65%
- 10Y*
- 14.62%
MSXAX
- 1D
- -0.40%
- 1M
- -7.71%
- YTD
- -7.16%
- 6M
- -4.84%
- 1Y
- 13.86%
- 3Y*
- 16.56%
- 5Y*
- 10.85%
- 10Y*
- 13.18%
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MLAAX vs. MSXAX - Expense Ratio Comparison
MLAAX has a 0.93% expense ratio, which is higher than MSXAX's 0.52% expense ratio.
Return for Risk
MLAAX vs. MSXAX — Risk / Return Rank
MLAAX
MSXAX
MLAAX vs. MSXAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MainStay Winslow Large Cap Growth Fund (MLAAX) and NYLI S&P 500 Index Class A (MSXAX). 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.
| MLAAX | MSXAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.23 | 0.81 | -0.57 |
Sortino ratioReturn per unit of downside risk | 0.50 | 1.26 | -0.76 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.19 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.09 | 0.95 | -0.87 |
Martin ratioReturn relative to average drawdown | 0.28 | 4.60 | -4.32 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MLAAX | MSXAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.23 | 0.81 | -0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.65 | -0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.73 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 0.51 | -0.31 |
Correlation
The correlation between MLAAX and MSXAX is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
MLAAX vs. MSXAX - Dividend Comparison
MLAAX's dividend yield for the trailing twelve months is around 28.79%, more than MSXAX's 1.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MLAAX MainStay Winslow Large Cap Growth Fund | 28.79% | 24.37% | 22.54% | 10.59% | 14.95% | 26.64% | 5.40% | 11.55% | 23.59% | 17.20% | 13.18% | 13.61% |
MSXAX NYLI S&P 500 Index Class A | 1.14% | 1.06% | 5.20% | 4.04% | 10.30% | 4.44% | 8.78% | 17.42% | 14.49% | 15.18% | 9.63% | 5.53% |
Drawdowns
MLAAX vs. MSXAX - Drawdown Comparison
The maximum MLAAX drawdown since its inception was -83.01%, which is greater than MSXAX's maximum drawdown of -55.48%. Use the drawdown chart below to compare losses from any high point for MLAAX and MSXAX.
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Drawdown Indicators
| MLAAX | MSXAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.01% | -55.48% | -27.53% |
Max Drawdown (1Y)Largest decline over 1 year | -20.28% | -12.11% | -8.17% |
Max Drawdown (5Y)Largest decline over 5 years | -39.36% | -24.78% | -14.58% |
Max Drawdown (10Y)Largest decline over 10 years | -39.36% | -33.79% | -5.57% |
Current DrawdownCurrent decline from peak | -23.58% | -8.97% | -14.61% |
Average DrawdownAverage peak-to-trough decline | -38.96% | -7.21% | -31.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.35% | 2.58% | +3.77% |
Volatility
MLAAX vs. MSXAX - Volatility Comparison
MainStay Winslow Large Cap Growth Fund (MLAAX) has a higher volatility of 5.76% compared to NYLI S&P 500 Index Class A (MSXAX) at 4.24%. This indicates that MLAAX's price experiences larger fluctuations and is considered to be riskier than MSXAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MLAAX | MSXAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.76% | 4.24% | +1.52% |
Volatility (6M)Calculated over the trailing 6-month period | 12.52% | 9.09% | +3.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.74% | 18.13% | +4.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.55% | 16.87% | +8.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.64% | 18.03% | +7.61% |