Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MEGI (MainStay CBRE Global Infrastructure Megatrends Fund) | 13.87% | 17.78% | 14.85% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/27/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MEGI (MainStay CBRE Global Infrastructure Megatrends Fund) | 10/27/2021 | 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 (%) | -0.07 | 17.78 | 14.85 | NA | NA | NA | NA | … | … | 13.87 | 26.19 | 5.19 | 5.52 | -23.32 | -3.50 |
| Sharpe Ratio | NA | 1.15 | 0.65 | NA | NA | NA | NA | … | … | 2.25 | 1.29 | 0.09 | 0.11 | -0.93 | -0.85 |
| Standard Deviation(%) | NA | 14.04 | 17.24 | NA | NA | NA | NA | … | … | 15.06 | 18.11 | 17.00 | 17.88 | 26.62 | 21.26 |
| Draw Down(%) | NA | 9.52 | 22.53 | NA | NA | NA | NA | … | … | 9.52 | 13.53 | 17.32 | 25.20 | 39.48 | 13.72 |
| Yield(%) | 0.00 | 10.60 | 10.76 | 6.30 | 3.15 | 2.10 | 1.58 | … | … | 4.48 | 11.89 | 11.49 | 10.01 | 6.65 | 0.00 |
Data as of 06/10/2026, Common starting date is 10/27/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEGI (MainStay CBRE Global Infrastructure Megatrends Fund) |
-5.34%
Jan 2022 – Jan 2025 |
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 |
|---|---|---|---|---|
| MEGI (MainStay CBRE Global Infrastructure Megatrends Fund) |
18.07%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart