Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
KLGCX (MAINSTAY CORNERSTONE GROWTH FUND CLASS C) -6.43% 11.38% 15.80% -0.80% 4.75% 3.46% NA
Data as of 03/16/2026, Common starting date is 09/08/2006
More Performance Analytics Comparison
Name Start Date End Date
KLGCX (MAINSTAY CORNERSTONE GROWTH FUND CLASS C) 09/08/2006 03/16/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2009 2008 2007 2006
Annualized Return (%) -2.37 11.38 15.80 -0.80 4.75 3.46 NA -6.43 12.61 18.43 37.25 -34.20 -11.27 25.23 23.93 -14.39 23.66 -9.20 -6.11 7.32 30.04 42.78 -43.59 15.55 8.76
Sharpe Ratio NA 0.41 0.64 -0.13 0.12 NA NA -1.79 0.42 0.77 1.97 -1.09 -0.36 0.48 1.49 -0.72 2.50 -0.49 -0.32 0.49 0.45 1.57 -1.02 0.73 2.53
Standard Deviation(%) NA 22.34 19.54 25.35 26.42 NA NA 17.01 23.68 18.78 16.92 32.70 31.39 51.50 15.15 21.94 9.27 19.31 19.37 14.99 20.08 27.12 43.63 17.25 10.97
Draw Down(%) NA 15.12 24.56 54.25 54.25 NA NA 9.13 22.88 12.77 12.00 37.56 30.36 45.07 9.57 31.42 5.28 19.06 13.66 10.24 7.93 19.64 54.09 9.75 3.15
Yield(%) 0.00 0.00 0.00 0.00 0.00 1.38 1.68 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 9.58 10.51 0.00 0.00 9.28 0.00
Data as of 03/16/2026, Common starting date is 09/08/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
KLGCX (MAINSTAY CORNERSTONE GROWTH FUND CLASS C) -9.91%
Dec 2019 – Dec 2022
-4.95%
Dec 2017 – Dec 2022
0.19%
Oct 2013 – Oct 2023
2.07%
Oct 2008 – Oct 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
KLGCX (MAINSTAY CORNERSTONE GROWTH FUND CLASS C) 30.74%
Feb 2011 – Feb 2014
17.77%
Nov 2010 – Nov 2015
12.84%
Feb 2011 – Feb 2021
8.44%
Nov 2010 – Nov 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return