MMRIX vs. RPXIX
Compare and contrast key facts about MainStay Moderate Allocation Fund (MMRIX) and RiverPark Large Growth Fund (RPXIX).
MMRIX is managed by New York Life. It was launched on Apr 3, 2005. RPXIX is managed by RiverPark Funds. It was launched on Sep 30, 2010.
Performance
MMRIX vs. RPXIX - Performance Comparison
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MMRIX vs. RPXIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MMRIX MainStay Moderate Allocation Fund | -3.07% | 11.38% | 8.84% | 13.65% | -13.76% | 12.21% | 13.01% | 18.20% | -8.86% | 12.11% |
RPXIX RiverPark Large Growth Fund | -13.34% | 13.18% | 22.55% | 51.57% | -47.37% | 1.09% | 55.28% | 32.49% | -4.78% | 30.27% |
Returns By Period
In the year-to-date period, MMRIX achieves a -3.07% return, which is significantly higher than RPXIX's -13.34% return. Over the past 10 years, MMRIX has underperformed RPXIX with an annualized return of 6.30%, while RPXIX has yielded a comparatively higher 10.12% annualized return.
MMRIX
- 1D
- 0.00%
- 1M
- -6.27%
- YTD
- -3.07%
- 6M
- -0.93%
- 1Y
- 9.58%
- 3Y*
- 8.70%
- 5Y*
- 4.63%
- 10Y*
- 6.30%
RPXIX
- 1D
- 0.28%
- 1M
- -8.04%
- YTD
- -13.34%
- 6M
- -12.24%
- 1Y
- 5.71%
- 3Y*
- 16.04%
- 5Y*
- -1.11%
- 10Y*
- 10.12%
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MMRIX vs. RPXIX - Expense Ratio Comparison
MMRIX has a 0.09% expense ratio, which is lower than RPXIX's 0.91% expense ratio.
Return for Risk
MMRIX vs. RPXIX — Risk / Return Rank
MMRIX
RPXIX
MMRIX vs. RPXIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MainStay Moderate Allocation Fund (MMRIX) and RiverPark Large Growth Fund (RPXIX). 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.
| MMRIX | RPXIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 0.28 | +0.68 |
Sortino ratioReturn per unit of downside risk | 1.39 | 0.56 | +0.83 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.08 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.10 | 0.20 | +0.89 |
Martin ratioReturn relative to average drawdown | 5.01 | 0.71 | +4.30 |
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
| MMRIX | RPXIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 0.28 | +0.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | -0.04 | +0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.41 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.46 | +0.05 |
Correlation
The correlation between MMRIX and RPXIX is 0.86, 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
MMRIX vs. RPXIX - Dividend Comparison
MMRIX's dividend yield for the trailing twelve months is around 5.69%, less than RPXIX's 10.56% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MMRIX MainStay Moderate Allocation Fund | 5.69% | 5.51% | 6.88% | 0.60% | 5.92% | 9.74% | 5.89% | 4.16% | 7.98% | 3.23% | 1.73% | 5.26% |
RPXIX RiverPark Large Growth Fund | 10.56% | 9.15% | 7.22% | 0.00% | 0.01% | 3.79% | 6.69% | 11.76% | 15.17% | 9.01% | 0.54% | 1.72% |
Drawdowns
MMRIX vs. RPXIX - Drawdown Comparison
The maximum MMRIX drawdown since its inception was -35.91%, smaller than the maximum RPXIX drawdown of -58.56%. Use the drawdown chart below to compare losses from any high point for MMRIX and RPXIX.
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Drawdown Indicators
| MMRIX | RPXIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.91% | -58.56% | +22.65% |
Max Drawdown (1Y)Largest decline over 1 year | -7.72% | -15.28% | +7.56% |
Max Drawdown (5Y)Largest decline over 5 years | -20.40% | -58.56% | +38.16% |
Max Drawdown (10Y)Largest decline over 10 years | -24.34% | -58.56% | +34.22% |
Current DrawdownCurrent decline from peak | -6.40% | -20.17% | +13.77% |
Average DrawdownAverage peak-to-trough decline | -4.52% | -11.64% | +7.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.70% | 4.30% | -2.60% |
Volatility
MMRIX vs. RPXIX - Volatility Comparison
The current volatility for MainStay Moderate Allocation Fund (MMRIX) is 3.33%, while RiverPark Large Growth Fund (RPXIX) has a volatility of 4.87%. This indicates that MMRIX experiences smaller price fluctuations and is considered to be less risky than RPXIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MMRIX | RPXIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.33% | 4.87% | -1.54% |
Volatility (6M)Calculated over the trailing 6-month period | 5.85% | 10.79% | -4.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.14% | 21.14% | -11.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.31% | 26.37% | -16.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.16% | 24.71% | -12.55% |