Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XMEGX (MainStay CBRE Global Infrastructure Megatrends Fund) | 10.09% | 10.81% | 0.66% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/05/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XMEGX (MainStay CBRE Global Infrastructure Megatrends Fund) | 01/05/2022 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.06 | 10.81 | 0.66 | NA | NA | NA | NA | … | … | 10.09 | 7.68 | -9.07 | -7.05 | -17.59 |
| Sharpe Ratio | NA | 0.66 | -0.16 | NA | NA | NA | NA | … | … | 1.57 | 0.31 | -1.04 | -0.67 | -0.78 |
| Standard Deviation(%) | NA | 12.43 | 15.77 | NA | NA | NA | NA | … | … | 14.42 | 15.69 | 15.15 | 16.90 | 24.59 |
| Draw Down(%) | NA | 8.78 | 23.38 | NA | NA | NA | NA | … | … | 8.78 | 10.70 | 15.09 | 28.81 | 35.03 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 01/05/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XMEGX (MainStay CBRE Global Infrastructure Megatrends Fund) |
-11.46%
Feb 2022 – Feb 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 |
|---|---|---|---|---|
| XMEGX (MainStay CBRE Global Infrastructure Megatrends Fund) |
2.06%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart