DFITX vs. CRARX
Compare and contrast key facts about DFA International Real Estate Securities (DFITX) and MainStay CBRE Real Estate Fund (CRARX).
DFITX is managed by Dimensional. It was launched on Feb 28, 2007. CRARX is managed by New York Life. It was launched on Dec 31, 1996.
Performance
DFITX vs. CRARX - Performance Comparison
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DFITX vs. CRARX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DFITX DFA International Real Estate Securities | -6.33% | 24.65% | -7.70% | 5.96% | -21.73% | 12.81% | -9.02% | 23.61% | -6.93% | 15.38% |
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% |
Returns By Period
In the year-to-date period, DFITX achieves a -6.33% return, which is significantly lower than CRARX's 4.03% return. Over the past 10 years, DFITX has underperformed CRARX with an annualized return of 1.51%, while CRARX has yielded a comparatively higher 4.31% annualized return.
DFITX
- 1D
- 1.72%
- 1M
- -9.67%
- YTD
- -6.33%
- 6M
- -5.60%
- 1Y
- 10.96%
- 3Y*
- 4.71%
- 5Y*
- -0.40%
- 10Y*
- 1.51%
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%
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DFITX vs. CRARX - Expense Ratio Comparison
DFITX has a 0.27% expense ratio, which is lower than CRARX's 0.83% expense ratio.
Return for Risk
DFITX vs. CRARX — Risk / Return Rank
DFITX
CRARX
DFITX vs. CRARX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA International Real Estate Securities (DFITX) and MainStay CBRE Real Estate Fund (CRARX). 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.
| DFITX | CRARX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 0.13 | +0.79 |
Sortino ratioReturn per unit of downside risk | 1.28 | 0.28 | +1.00 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.04 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.89 | 0.26 | +0.63 |
Martin ratioReturn relative to average drawdown | 3.63 | 1.02 | +2.61 |
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
| DFITX | CRARX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 0.13 | +0.79 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.03 | 0.17 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.09 | 0.20 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.09 | 0.32 | -0.23 |
Correlation
The correlation between DFITX and CRARX is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
DFITX vs. CRARX - Dividend Comparison
DFITX's dividend yield for the trailing twelve months is around 7.12%, more than CRARX's 1.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFITX DFA International Real Estate Securities | 7.12% | 6.67% | 6.24% | 5.05% | 0.00% | 7.86% | 0.00% | 12.86% | 5.99% | 4.21% | 8.62% | 1.79% |
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% |
Drawdowns
DFITX vs. CRARX - Drawdown Comparison
The maximum DFITX drawdown since its inception was -73.49%, roughly equal to the maximum CRARX drawdown of -72.66%. Use the drawdown chart below to compare losses from any high point for DFITX and CRARX.
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Drawdown Indicators
| DFITX | CRARX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.49% | -72.66% | -0.83% |
Max Drawdown (1Y)Largest decline over 1 year | -12.31% | -12.25% | -0.06% |
Max Drawdown (5Y)Largest decline over 5 years | -34.84% | -35.43% | +0.59% |
Max Drawdown (10Y)Largest decline over 10 years | -45.26% | -45.19% | -0.07% |
Current DrawdownCurrent decline from peak | -12.65% | -13.38% | +0.73% |
Average DrawdownAverage peak-to-trough decline | -18.19% | -12.61% | -5.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.02% | 3.07% | -0.05% |
Volatility
DFITX vs. CRARX - Volatility Comparison
DFA International Real Estate Securities (DFITX) has a higher volatility of 5.08% compared to MainStay CBRE Real Estate Fund (CRARX) at 4.16%. This indicates that DFITX's price experiences larger fluctuations and is considered to be riskier than CRARX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DFITX | CRARX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.08% | 4.16% | +0.92% |
Volatility (6M)Calculated over the trailing 6-month period | 8.43% | 9.01% | -0.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.07% | 15.89% | -2.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.92% | 18.98% | -4.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.42% | 21.29% | -4.87% |