Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KLGBX (MAINSTAY CORNERSTONE GROWTH FUND CLASS B) | NA | 21.46% | 11.71% | 11.03% | 10.52% | NA | NA | … | … |
Data as of 02/20/2025, Common starting date is 01/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KLGBX (MAINSTAY CORNERSTONE GROWTH FUND CLASS B) | 01/23/2013 | 02/20/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.35 | 21.46 | 11.71 | 11.03 | 10.52 | NA | NA | … | … | 4.47 | 18.93 | 36.72 | -34.21 | -11.26 | 25.25 | 28.05 | -5.29 | 28.77 | -0.81 | 0.98 | 7.29 | 7.19 |
| Sharpe Ratio | NA | 0.51 | 0.24 | 0.03 | 0.22 | NA | NA | … | … | 1.99 | 0.66 | 1.94 | -1.09 | -0.36 | 0.68 | 1.83 | -0.33 | 3.40 | -0.06 | 0.06 | 0.49 | 0.52 |
| Standard Deviation(%) | NA | 18.94 | 23.17 | 28.53 | 23.13 | NA | NA | … | … | 17.71 | 18.73 | 16.92 | 32.71 | 31.34 | 36.83 | 14.54 | 20.31 | 8.30 | 17.63 | 17.03 | 14.98 | 14.61 |
| Draw Down(%) | NA | 12.76 | 30.80 | 54.23 | 54.23 | NA | NA | … | … | 3.55 | 12.76 | 11.96 | 37.54 | 30.34 | 32.48 | 9.57 | 24.14 | 2.33 | 19.05 | 13.05 | 10.24 | 8.10 |
| Yield(%) | 0.00 | 5.23 | 2.00 | 8.43 | 8.13 | 6.50 | 4.88 | … | … | 0.00 | 5.69 | 0.00 | 0.00 | 27.30 | 5.02 | 4.05 | 9.91 | 4.94 | 8.46 | 7.34 | 9.57 | 0.00 |
Data as of 02/20/2025, Common starting date is 01/23/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KLGBX (MAINSTAY CORNERSTONE GROWTH FUND CLASS B) |
0.07%
Dec 2019 – Dec 2022 |
3.97%
Dec 2017 – Dec 2022 |
6.89%
Feb 2013 – Feb 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KLGBX (MAINSTAY CORNERSTONE GROWTH FUND CLASS B) |
24.94%
Dec 2018 – Dec 2021 |
19.85%
Oct 2016 – Oct 2021 |
11.02%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart