MYIIX vs. KLGAX
Compare and contrast key facts about MainStay WMC International Research Equity Fund (MYIIX) and MainStay WMC Growth Fund (KLGAX).
MYIIX is managed by New York Life. It was launched on Sep 28, 2007. KLGAX is managed by New York Life. It was launched on Aug 7, 2006.
Performance
MYIIX vs. KLGAX - Performance Comparison
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MYIIX vs. KLGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MYIIX MainStay WMC International Research Equity Fund | -0.87% | 39.10% | 7.56% | 13.56% | -15.94% | 10.65% | 1.75% | 17.15% | -23.31% | 23.20% |
KLGAX MainStay WMC Growth Fund | -13.45% | 16.60% | 25.22% | 38.63% | -33.53% | 17.85% | 31.88% | 29.41% | -4.33% | 30.05% |
Returns By Period
In the year-to-date period, MYIIX achieves a -0.87% return, which is significantly higher than KLGAX's -13.45% return. Over the past 10 years, MYIIX has underperformed KLGAX with an annualized return of 6.53%, while KLGAX has yielded a comparatively higher 11.96% annualized return.
MYIIX
- 1D
- 0.10%
- 1M
- -11.08%
- YTD
- -0.87%
- 6M
- 5.98%
- 1Y
- 29.46%
- 3Y*
- 16.37%
- 5Y*
- 8.52%
- 10Y*
- 6.53%
KLGAX
- 1D
- -0.25%
- 1M
- -9.06%
- YTD
- -13.45%
- 6M
- -12.22%
- 1Y
- 11.11%
- 3Y*
- 15.65%
- 5Y*
- 6.28%
- 10Y*
- 11.96%
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MYIIX vs. KLGAX - Expense Ratio Comparison
MYIIX has a 0.86% expense ratio, which is lower than KLGAX's 1.02% expense ratio.
Return for Risk
MYIIX vs. KLGAX — Risk / Return Rank
MYIIX
KLGAX
MYIIX vs. KLGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MainStay WMC International Research Equity Fund (MYIIX) and MainStay WMC Growth Fund (KLGAX). 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.
| MYIIX | KLGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.86 | 0.51 | +1.35 |
Sortino ratioReturn per unit of downside risk | 2.35 | 0.88 | +1.46 |
Omega ratioGain probability vs. loss probability | 1.37 | 1.12 | +0.25 |
Calmar ratioReturn relative to maximum drawdown | 2.18 | 0.48 | +1.70 |
Martin ratioReturn relative to average drawdown | 9.00 | 1.73 | +7.27 |
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
| MYIIX | KLGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.86 | 0.51 | +1.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.28 | +0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.55 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.16 | 0.41 | -0.25 |
Correlation
The correlation between MYIIX and KLGAX is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
MYIIX vs. KLGAX - Dividend Comparison
MYIIX's dividend yield for the trailing twelve months is around 2.95%, less than KLGAX's 3.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MYIIX MainStay WMC International Research Equity Fund | 2.95% | 2.92% | 1.88% | 2.05% | 1.98% | 2.74% | 2.13% | 10.18% | 6.35% | 1.76% | 3.16% | 0.90% |
KLGAX MainStay WMC Growth Fund | 3.90% | 3.38% | 3.96% | 0.00% | 0.00% | 26.57% | 3.69% | 3.43% | 11.10% | 3.85% | 8.73% | 7.55% |
Drawdowns
MYIIX vs. KLGAX - Drawdown Comparison
The maximum MYIIX drawdown since its inception was -62.79%, which is greater than KLGAX's maximum drawdown of -55.04%. Use the drawdown chart below to compare losses from any high point for MYIIX and KLGAX.
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Drawdown Indicators
| MYIIX | KLGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.79% | -55.04% | -7.75% |
Max Drawdown (1Y)Largest decline over 1 year | -11.17% | -16.03% | +4.86% |
Max Drawdown (5Y)Largest decline over 5 years | -30.71% | -39.29% | +8.58% |
Max Drawdown (10Y)Largest decline over 10 years | -44.88% | -39.29% | -5.59% |
Current DrawdownCurrent decline from peak | -11.08% | -16.03% | +4.95% |
Average DrawdownAverage peak-to-trough decline | -17.33% | -9.54% | -7.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.00% | 4.50% | -1.50% |
Volatility
MYIIX vs. KLGAX - Volatility Comparison
MainStay WMC International Research Equity Fund (MYIIX) has a higher volatility of 6.13% compared to MainStay WMC Growth Fund (KLGAX) at 5.53%. This indicates that MYIIX's price experiences larger fluctuations and is considered to be riskier than KLGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MYIIX | KLGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.13% | 5.53% | +0.60% |
Volatility (6M)Calculated over the trailing 6-month period | 10.12% | 12.21% | -2.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.05% | 22.14% | -7.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.01% | 22.52% | -7.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.96% | 21.90% | -5.94% |