MLAAX vs. VIIIX

In the year-to-date period, MLAAX achieves a 7.79% return, which is significantly lower than VIIIX's 25.65% return. Over the past 10 years, MLAAX has underperformed VIIIX with an annualized return of -0.41%, while VIIIX has yielded a comparatively higher 11.93% annualized return.

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MLAAX has a 0.93% expense ratio, which is higher than VIIIX's 0.02% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for MainStay Winslow Large Cap Growth Fund (MLAAX) and Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX). 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 0.35, which is lower than the VIIIX Sharpe Ratio of 2.08. The chart below compares the historical Sharpe Ratios of MLAAX and VIIIX, 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 VIIIX's dividend yield for the trailing twelve months is around 1.27%.

The maximum MLAAX drawdown since its inception was -55.55%, roughly equal to the maximum VIIIX drawdown of -55.18%. Use the drawdown chart below to compare losses from any high point for MLAAX and VIIIX. For additional features, visit the drawdowns tool.

MainStay Winslow Large Cap Growth Fund (MLAAX) has a higher volatility of 20.82% compared to Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) at 3.79%. This indicates that MLAAX's price experiences larger fluctuations and is considered to be riskier than VIIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.