CRARX vs. EPLCX
Compare and contrast key facts about MainStay CBRE Real Estate Fund (CRARX) and MainStay Epoch U.S. Equity Yield Fund (EPLCX).
CRARX is managed by New York Life. It was launched on Dec 31, 1996. EPLCX is managed by New York Life. It was launched on Dec 3, 2008.
Performance
CRARX vs. EPLCX - Performance Comparison
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CRARX vs. EPLCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CRARX MainStay CBRE Real Estate Fund | 3.34% | -0.28% | 0.71% | 13.50% | -26.95% | 52.55% | -6.50% | 28.29% | -8.00% | 5.23% |
EPLCX MainStay Epoch U.S. Equity Yield Fund | 1.68% | 14.03% | 18.42% | 8.83% | -2.56% | 22.98% | 0.24% | 23.98% | -5.37% | 16.91% |
Returns By Period
In the year-to-date period, CRARX achieves a 3.34% return, which is significantly higher than EPLCX's 1.68% return. Over the past 10 years, CRARX has underperformed EPLCX with an annualized return of 4.24%, while EPLCX has yielded a comparatively higher 10.04% annualized return.
CRARX
- 1D
- 0.38%
- 1M
- -7.31%
- YTD
- 3.34%
- 6M
- 1.44%
- 1Y
- 1.34%
- 3Y*
- 4.66%
- 5Y*
- 3.41%
- 10Y*
- 4.24%
EPLCX
- 1D
- 0.04%
- 1M
- -6.13%
- YTD
- 1.68%
- 6M
- 3.55%
- 1Y
- 13.54%
- 3Y*
- 14.83%
- 5Y*
- 10.58%
- 10Y*
- 10.04%
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CRARX vs. EPLCX - Expense Ratio Comparison
CRARX has a 0.83% expense ratio, which is higher than EPLCX's 0.73% expense ratio.
Return for Risk
CRARX vs. EPLCX — Risk / Return Rank
CRARX
EPLCX
CRARX vs. EPLCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MainStay CBRE Real Estate Fund (CRARX) and MainStay Epoch U.S. Equity Yield Fund (EPLCX). 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 | EPLCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.15 | 1.02 | -0.87 |
Sortino ratioReturn per unit of downside risk | 0.31 | 1.46 | -1.15 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.22 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 0.18 | 1.19 | -1.01 |
Martin ratioReturn relative to average drawdown | 0.71 | 5.53 | -4.82 |
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 | EPLCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.15 | 1.02 | -0.87 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.79 | -0.61 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.20 | 0.64 | -0.44 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.73 | -0.41 |
Correlation
The correlation between CRARX and EPLCX is 0.71, 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. EPLCX - Dividend Comparison
CRARX's dividend yield for the trailing twelve months is around 1.67%, less than EPLCX's 6.75% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CRARX MainStay CBRE Real Estate Fund | 1.67% | 2.57% | 1.80% | 3.36% | 34.64% | 4.37% | 1.77% | 15.57% | 30.33% | 21.82% | 8.85% | 7.27% |
EPLCX MainStay Epoch U.S. Equity Yield Fund | 6.75% | 7.30% | 10.72% | 5.56% | 3.83% | 1.90% | 2.36% | 4.00% | 5.75% | 5.55% | 1.98% | 6.59% |
Drawdowns
CRARX vs. EPLCX - Drawdown Comparison
The maximum CRARX drawdown since its inception was -72.66%, which is greater than EPLCX's maximum drawdown of -35.85%. Use the drawdown chart below to compare losses from any high point for CRARX and EPLCX.
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Drawdown Indicators
| CRARX | EPLCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.66% | -35.85% | -36.81% |
Max Drawdown (1Y)Largest decline over 1 year | -12.25% | -11.11% | -1.14% |
Max Drawdown (5Y)Largest decline over 5 years | -35.43% | -16.12% | -19.31% |
Max Drawdown (10Y)Largest decline over 10 years | -45.19% | -35.85% | -9.34% |
Current DrawdownCurrent decline from peak | -13.95% | -6.21% | -7.74% |
Average DrawdownAverage peak-to-trough decline | -12.61% | -3.57% | -9.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.04% | 2.38% | +0.66% |
Volatility
CRARX vs. EPLCX - Volatility Comparison
MainStay CBRE Real Estate Fund (CRARX) has a higher volatility of 4.09% compared to MainStay Epoch U.S. Equity Yield Fund (EPLCX) at 3.18%. This indicates that CRARX's price experiences larger fluctuations and is considered to be riskier than EPLCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CRARX | EPLCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.09% | 3.18% | +0.91% |
Volatility (6M)Calculated over the trailing 6-month period | 9.04% | 7.20% | +1.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.91% | 14.50% | +1.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.99% | 13.45% | +5.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.29% | 15.63% | +5.66% |