Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VCRQX (MainStay CBRE Global Infrastructure Fund Class R6) | 9.48% | 14.37% | 4.38% | 7.07% | NA | NA | NA | 5.54% |
Data as of 06/05/2025, AR inception is 02/24/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VCRQX (MainStay CBRE Global Infrastructure Fund Class R6) | 02/24/2020 | 06/05/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.21 | 14.37 | 4.38 | 7.07 | NA | NA | NA | 5.54 | 9.48 | 7.55 | 4.21 | -6.02 | 15.35 | -1.54 |
| Sharpe Ratio | NA | 0.97 | 0.07 | 0.42 | NA | NA | NA | 0.18 | 1.44 | 0.35 | 0.04 | -0.39 | 1.45 | -0.05 |
| Standard Deviation(%) | NA | 12.94 | 14.91 | 14.31 | NA | NA | NA | 19.16 | 15.69 | 11.15 | 13.20 | 18.99 | 10.57 | 35.18 |
| Draw Down(%) | NA | 8.76 | 20.37 | 21.70 | NA | NA | NA | 33.01 | 8.30 | 7.98 | 16.91 | 21.70 | 6.51 | 33.01 |
| Yield(%) | 0.00 | 2.05 | 2.41 | 2.48 | 1.18 | 0.79 | 0.59 | 2.36 | 0.44 | 2.24 | 2.63 | 2.72 | 1.97 | 1.55 |
Data as of 06/05/2025, AR inception is 02/24/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VCRQX (MainStay CBRE Global Infrastructure Fund Class R6) |
0.43%
Apr 2021 - Apr 2024 |
8.02%
May 2020 - May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VCRQX (MainStay CBRE Global Infrastructure Fund Class R6) |
11.09%
Mar 2020 - Mar 2023 |
9.69%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart