CRARX vs. CSDIX
Compare and contrast key facts about MainStay CBRE Real Estate Fund (CRARX) and Cohen & Steers Real Estate Securities Fund CLASS I (CSDIX).
CRARX is managed by New York Life. It was launched on Dec 31, 1996. CSDIX is an actively managed fund by Cohen & Steers. It was launched on Jul 15, 1998.
Performance
CRARX vs. CSDIX - Performance Comparison
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CRARX vs. CSDIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CRARX MainStay CBRE Real Estate Fund | 4.03% | -0.28% | 0.71% | 13.50% | -26.95% | 52.55% | -6.50% | 28.29% | -8.00% | 5.23% |
CSDIX Cohen & Steers Real Estate Securities Fund CLASS I | 2.48% | 4.32% | 6.73% | 13.18% | -26.33% | 41.70% | -1.74% | 31.84% | -4.25% | 8.09% |
Returns By Period
In the year-to-date period, CRARX achieves a 4.03% return, which is significantly higher than CSDIX's 2.48% return. Over the past 10 years, CRARX has underperformed CSDIX with an annualized return of 4.31%, while CSDIX has yielded a comparatively higher 6.43% annualized return.
CRARX
- 1D
- 0.67%
- 1M
- -7.02%
- YTD
- 4.03%
- 6M
- 1.92%
- 1Y
- 2.02%
- 3Y*
- 4.89%
- 5Y*
- 3.16%
- 10Y*
- 4.31%
CSDIX
- 1D
- 0.96%
- 1M
- -6.76%
- YTD
- 2.48%
- 6M
- 0.82%
- 1Y
- 3.18%
- 3Y*
- 7.95%
- 5Y*
- 4.13%
- 10Y*
- 6.43%
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CRARX vs. CSDIX - Expense Ratio Comparison
CRARX has a 0.83% expense ratio, which is lower than CSDIX's 0.84% expense ratio.
Return for Risk
CRARX vs. CSDIX — Risk / Return Rank
CRARX
CSDIX
CRARX vs. CSDIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MainStay CBRE Real Estate Fund (CRARX) and Cohen & Steers Real Estate Securities Fund CLASS I (CSDIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| CRARX | CSDIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.13 | 0.21 | -0.08 |
Sortino ratioReturn per unit of downside risk | 0.28 | 0.40 | -0.11 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.05 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.26 | 0.36 | -0.10 |
Martin ratioReturn relative to average drawdown | 1.02 | 1.41 | -0.39 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CRARX | CSDIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.13 | 0.21 | -0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | 0.22 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.20 | 0.31 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.34 | -0.02 |
Correlation
The correlation between CRARX and CSDIX is 0.97, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
CRARX vs. CSDIX - Dividend Comparison
CRARX's dividend yield for the trailing twelve months is around 1.66%, less than CSDIX's 3.00% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CRARX MainStay CBRE Real Estate Fund | 1.66% | 2.57% | 1.80% | 3.36% | 34.64% | 4.37% | 1.77% | 15.57% | 30.33% | 21.82% | 8.85% | 7.27% |
CSDIX Cohen & Steers Real Estate Securities Fund CLASS I | 3.00% | 3.72% | 2.78% | 2.93% | 7.67% | 4.30% | 5.39% | 7.62% | 3.60% | 2.52% | 5.84% | 19.24% |
Drawdowns
CRARX vs. CSDIX - Drawdown Comparison
The maximum CRARX drawdown since its inception was -72.66%, roughly equal to the maximum CSDIX drawdown of -72.37%. Use the drawdown chart below to compare losses from any high point for CRARX and CSDIX.
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Drawdown Indicators
| CRARX | CSDIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.66% | -72.37% | -0.29% |
Max Drawdown (1Y)Largest decline over 1 year | -12.25% | -11.83% | -0.42% |
Max Drawdown (5Y)Largest decline over 5 years | -35.43% | -33.09% | -2.34% |
Max Drawdown (10Y)Largest decline over 10 years | -45.19% | -42.68% | -2.51% |
Current DrawdownCurrent decline from peak | -13.38% | -6.76% | -6.62% |
Average DrawdownAverage peak-to-trough decline | -12.61% | -11.00% | -1.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.07% | 3.01% | +0.06% |
Volatility
CRARX vs. CSDIX - Volatility Comparison
The current volatility for MainStay CBRE Real Estate Fund (CRARX) is 4.16%, while Cohen & Steers Real Estate Securities Fund CLASS I (CSDIX) has a volatility of 4.42%. This indicates that CRARX experiences smaller price fluctuations and is considered to be less risky than CSDIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CRARX | CSDIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.16% | 4.42% | -0.26% |
Volatility (6M)Calculated over the trailing 6-month period | 9.01% | 9.49% | -0.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.89% | 15.98% | -0.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.98% | 18.67% | +0.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.29% | 20.84% | +0.45% |