Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KLGDX (MainStay WMC Growth Fund Class R6) | -0.86% | 11.31% | 17.86% | 8.23% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/04/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KLGDX (MainStay WMC Growth Fund Class R6) | 05/04/2021 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.22 | 11.31 | 17.86 | 8.23 | NA | NA | NA | … | … | -0.86 | 16.96 | 25.58 | 39.05 | -33.31 | 11.96 |
| Sharpe Ratio | NA | 0.78 | 0.82 | 0.29 | NA | NA | NA | … | … | 0.04 | 0.61 | 1.21 | 2.11 | -1.07 | 1.08 |
| Standard Deviation(%) | NA | 16.35 | 19.44 | 22.54 | NA | NA | NA | … | … | 18.59 | 23.22 | 18.09 | 16.92 | 32.71 | 17.09 |
| Draw Down(%) | NA | 15.93 | 22.68 | 39.11 | NA | NA | NA | … | … | 14.78 | 22.68 | 12.67 | 11.65 | 36.89 | 8.34 |
| Yield(%) | 0.00 | 3.48 | 3.36 | 5.88 | 2.99 | 2.00 | 1.50 | … | … | 0.00 | 3.62 | 4.66 | 0.00 | 0.00 | 22.60 |
Data as of 06/10/2026, Common starting date is 05/04/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KLGDX (MainStay WMC Growth Fund Class R6) |
2.80%
Aug 2021 – Aug 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KLGDX (MainStay WMC Growth Fund Class R6) |
27.56%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart