MSPIX vs. CRARX
Compare and contrast key facts about MainStay S&P 500 Index Fund (MSPIX) and MainStay CBRE Real Estate Fund (CRARX).
MSPIX is managed by New York Life. It was launched on Jan 2, 1991. CRARX is managed by New York Life. It was launched on Dec 31, 1996.
Performance
MSPIX vs. CRARX - Performance Comparison
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MSPIX vs. CRARX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MSPIX MainStay S&P 500 Index Fund | -4.40% | 17.55% | 24.31% | 26.29% | -18.33% | 28.46% | 18.14% | 31.02% | -4.47% | 21.38% |
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, MSPIX achieves a -4.40% return, which is significantly lower than CRARX's 4.03% return. Over the past 10 years, MSPIX has outperformed CRARX with an annualized return of 13.79%, while CRARX has yielded a comparatively lower 4.31% annualized return.
MSPIX
- 1D
- 2.92%
- 1M
- -5.04%
- YTD
- -4.40%
- 6M
- -2.26%
- 1Y
- 17.03%
- 3Y*
- 17.99%
- 5Y*
- 11.51%
- 10Y*
- 13.79%
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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MSPIX vs. CRARX - Expense Ratio Comparison
MSPIX has a 0.25% expense ratio, which is lower than CRARX's 0.83% expense ratio.
Return for Risk
MSPIX vs. CRARX — Risk / Return Rank
MSPIX
CRARX
MSPIX vs. CRARX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MainStay S&P 500 Index Fund (MSPIX) 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.
| MSPIX | CRARX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 0.13 | +0.83 |
Sortino ratioReturn per unit of downside risk | 1.47 | 0.28 | +1.19 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.04 | +0.19 |
Calmar ratioReturn relative to maximum drawdown | 1.31 | 0.26 | +1.05 |
Martin ratioReturn relative to average drawdown | 6.25 | 1.02 | +5.23 |
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
| MSPIX | CRARX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 0.13 | +0.83 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.17 | +0.52 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.20 | +0.56 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.32 | +0.27 |
Correlation
The correlation between MSPIX and CRARX is 0.58, 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
MSPIX vs. CRARX - Dividend Comparison
MSPIX's dividend yield for the trailing twelve months is around 1.30%, less than CRARX's 1.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSPIX MainStay S&P 500 Index Fund | 1.30% | 1.25% | 5.31% | 4.17% | 10.37% | 4.57% | 8.86% | 17.41% | 14.61% | 15.26% | 9.79% | 5.75% |
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
MSPIX vs. CRARX - Drawdown Comparison
The maximum MSPIX drawdown since its inception was -55.30%, smaller than the maximum CRARX drawdown of -72.66%. Use the drawdown chart below to compare losses from any high point for MSPIX and CRARX.
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Drawdown Indicators
| MSPIX | CRARX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.30% | -72.66% | +17.36% |
Max Drawdown (1Y)Largest decline over 1 year | -12.11% | -12.25% | +0.14% |
Max Drawdown (5Y)Largest decline over 5 years | -24.64% | -35.43% | +10.79% |
Max Drawdown (10Y)Largest decline over 10 years | -33.78% | -45.19% | +11.41% |
Current DrawdownCurrent decline from peak | -6.26% | -13.38% | +7.12% |
Average DrawdownAverage peak-to-trough decline | -8.74% | -12.61% | +3.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 3.07% | -0.54% |
Volatility
MSPIX vs. CRARX - Volatility Comparison
MainStay S&P 500 Index Fund (MSPIX) has a higher volatility of 5.35% compared to MainStay CBRE Real Estate Fund (CRARX) at 4.16%. This indicates that MSPIX'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
| MSPIX | CRARX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.35% | 4.16% | +1.19% |
Volatility (6M)Calculated over the trailing 6-month period | 9.53% | 9.01% | +0.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.32% | 15.89% | +2.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.92% | 18.98% | -2.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.07% | 21.29% | -3.22% |