MSOAX vs. CRARX
Compare and contrast key facts about MainStay WMC Enduring Capital Fund (MSOAX) and MainStay CBRE Real Estate Fund (CRARX).
MSOAX is managed by New York Life. It was launched on Jun 1, 1998. CRARX is managed by New York Life. It was launched on Dec 31, 1996.
Performance
MSOAX vs. CRARX - Performance Comparison
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MSOAX vs. CRARX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MSOAX MainStay WMC Enduring Capital Fund | -3.06% | -0.61% | 10.54% | 17.67% | -13.18% | 35.36% | 15.48% | 24.80% | -7.00% | 23.82% |
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, MSOAX achieves a -3.06% return, which is significantly lower than CRARX's 4.03% return. Over the past 10 years, MSOAX has outperformed CRARX with an annualized return of 10.06%, while CRARX has yielded a comparatively lower 4.31% annualized return.
MSOAX
- 1D
- 1.56%
- 1M
- -7.34%
- YTD
- -3.06%
- 6M
- -5.05%
- 1Y
- -7.54%
- 3Y*
- 7.41%
- 5Y*
- 5.96%
- 10Y*
- 10.06%
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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MSOAX vs. CRARX - Expense Ratio Comparison
MSOAX has a 0.91% expense ratio, which is higher than CRARX's 0.83% expense ratio.
Return for Risk
MSOAX vs. CRARX — Risk / Return Rank
MSOAX
CRARX
MSOAX vs. CRARX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MainStay WMC Enduring Capital Fund (MSOAX) 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.
| MSOAX | CRARX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.44 | 0.13 | -0.57 |
Sortino ratioReturn per unit of downside risk | -0.55 | 0.28 | -0.83 |
Omega ratioGain probability vs. loss probability | 0.93 | 1.04 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | -0.60 | 0.26 | -0.86 |
Martin ratioReturn relative to average drawdown | -1.29 | 1.02 | -2.32 |
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
| MSOAX | CRARX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.44 | 0.13 | -0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.17 | +0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.20 | +0.37 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.32 | +0.04 |
Correlation
The correlation between MSOAX and CRARX is 0.61, 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
MSOAX vs. CRARX - Dividend Comparison
MSOAX's dividend yield for the trailing twelve months is around 4.20%, more than CRARX's 1.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSOAX MainStay WMC Enduring Capital Fund | 4.20% | 4.07% | 0.26% | 0.64% | 4.00% | 8.70% | 0.83% | 5.99% | 13.82% | 0.88% | 1.22% | 1.11% |
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
MSOAX vs. CRARX - Drawdown Comparison
The maximum MSOAX drawdown since its inception was -55.16%, smaller than the maximum CRARX drawdown of -72.66%. Use the drawdown chart below to compare losses from any high point for MSOAX and CRARX.
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Drawdown Indicators
| MSOAX | CRARX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.16% | -72.66% | +17.50% |
Max Drawdown (1Y)Largest decline over 1 year | -12.32% | -12.25% | -0.07% |
Max Drawdown (5Y)Largest decline over 5 years | -21.27% | -35.43% | +14.16% |
Max Drawdown (10Y)Largest decline over 10 years | -34.01% | -45.19% | +11.18% |
Current DrawdownCurrent decline from peak | -12.98% | -13.38% | +0.40% |
Average DrawdownAverage peak-to-trough decline | -13.31% | -12.61% | -0.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.72% | 3.07% | +2.65% |
Volatility
MSOAX vs. CRARX - Volatility Comparison
MainStay WMC Enduring Capital Fund (MSOAX) and MainStay CBRE Real Estate Fund (CRARX) have volatilities of 3.99% and 4.16%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MSOAX | CRARX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.99% | 4.16% | -0.17% |
Volatility (6M)Calculated over the trailing 6-month period | 9.17% | 9.01% | +0.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.10% | 15.89% | +0.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.84% | 18.98% | -3.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.75% | 21.29% | -3.54% |