TRSSX vs. MLAAX

In the year-to-date period, TRSSX achieves a 2.93% return, which is significantly lower than MLAAX's 4.61% return. Over the past 10 years, TRSSX has outperformed MLAAX with an annualized return of 2.30%, while MLAAX has yielded a comparatively lower -0.56% annualized return.

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TRSSX has a 0.66% expense ratio, which is lower than MLAAX's 0.93% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Institutional Small Cap Stock Fund (TRSSX) and MainStay Winslow Large Cap Growth Fund (MLAAX). 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 TRSSX Sharpe Ratio is -0.24, which is lower than the MLAAX Sharpe Ratio of 0.06. The chart below compares the historical Sharpe Ratios of TRSSX and MLAAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TRSSX's dividend yield for the trailing twelve months is around 0.70%, while MLAAX has not paid dividends to shareholders.

The maximum TRSSX drawdown since its inception was -65.07%, which is greater than MLAAX's maximum drawdown of -55.55%. Use the drawdown chart below to compare losses from any high point for TRSSX and MLAAX. For additional features, visit the drawdowns tool.

The current volatility for T. Rowe Price Institutional Small Cap Stock Fund (TRSSX) is 3.29%, while MainStay Winslow Large Cap Growth Fund (MLAAX) has a volatility of 4.72%. This indicates that TRSSX experiences smaller price fluctuations and is considered to be less risky than MLAAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.