Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CRVRX (MainStay CBRE Real Estate Fund Investor Class) | 11.39% | 10.32% | 7.65% | 2.06% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/24/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CRVRX (MainStay CBRE Real Estate Fund Investor Class) | 02/24/2020 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.65 | 10.32 | 7.65 | 2.06 | NA | NA | NA | … | … | 11.39 | -2.14 | 0.32 | 13.05 | -27.16 | 51.94 | -11.43 |
| Sharpe Ratio | NA | 0.72 | 0.35 | 0.02 | NA | NA | NA | … | … | 2.39 | -0.31 | -0.21 | 0.47 | -1.13 | 3.39 | -0.28 |
| Standard Deviation(%) | NA | 12.73 | 16.50 | 18.88 | NA | NA | NA | … | … | 13.61 | 16.53 | 15.74 | 20.31 | 25.42 | 15.31 | 47.92 |
| Draw Down(%) | NA | 8.04 | 18.92 | 35.83 | NA | NA | NA | … | … | 8.04 | 14.78 | 11.72 | 22.87 | 33.55 | 5.80 | 44.33 |
| Yield(%) | 0.00 | 1.87 | 2.74 | 6.89 | 4.10 | 2.73 | 2.05 | … | … | 0.00 | 2.82 | 1.93 | 4.24 | 22.39 | 7.00 | 1.55 |
Data as of 06/03/2026, Common starting date is 02/24/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CRVRX (MainStay CBRE Real Estate Fund Investor Class) |
-6.17%
Dec 2021 – Dec 2024 |
2.92%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CRVRX (MainStay CBRE Real Estate Fund Investor Class) |
13.15%
Mar 2020 – Mar 2023 |
10.19%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart