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MYIIX vs. CRF
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between MYIIX and CRF is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.4

Performance

MYIIX vs. CRF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in MainStay WMC International Research Equity Fund (MYIIX) and Cornerstone Total Return Fund, Inc. (CRF). The values are adjusted to include any dividend payments, if applicable.

0.00%10.00%20.00%30.00%SeptemberOctoberNovemberDecember2025February
5.59%
24.50%
MYIIX
CRF

Key characteristics

Sharpe Ratio

MYIIX:

1.23

CRF:

2.31

Sortino Ratio

MYIIX:

1.70

CRF:

2.50

Omega Ratio

MYIIX:

1.22

CRF:

1.53

Calmar Ratio

MYIIX:

1.41

CRF:

2.02

Martin Ratio

MYIIX:

3.94

CRF:

12.10

Ulcer Index

MYIIX:

3.81%

CRF:

3.75%

Daily Std Dev

MYIIX:

12.25%

CRF:

19.62%

Max Drawdown

MYIIX:

-62.71%

CRF:

-78.18%

Current Drawdown

MYIIX:

-2.41%

CRF:

-4.68%

Returns By Period

In the year-to-date period, MYIIX achieves a 5.61% return, which is significantly higher than CRF's 4.73% return. Over the past 10 years, MYIIX has underperformed CRF with an annualized return of 2.80%, while CRF has yielded a comparatively higher 12.18% annualized return.


MYIIX

YTD

5.61%

1M

6.58%

6M

6.13%

1Y

14.37%

5Y*

4.00%

10Y*

2.80%

CRF

YTD

4.73%

1M

2.37%

6M

25.31%

1Y

44.13%

5Y*

16.06%

10Y*

12.18%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


MYIIX vs. CRF - Expense Ratio Comparison

MYIIX has a 0.86% expense ratio, which is lower than CRF's 1.84% expense ratio.


CRF
Cornerstone Total Return Fund, Inc.
Expense ratio chart for CRF: current value at 1.84% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.84%
Expense ratio chart for MYIIX: current value at 0.86% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.86%

Risk-Adjusted Performance

MYIIX vs. CRF — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MYIIX
The Risk-Adjusted Performance Rank of MYIIX is 6464
Overall Rank
The Sharpe Ratio Rank of MYIIX is 6464
Sharpe Ratio Rank
The Sortino Ratio Rank of MYIIX is 6464
Sortino Ratio Rank
The Omega Ratio Rank of MYIIX is 6161
Omega Ratio Rank
The Calmar Ratio Rank of MYIIX is 7676
Calmar Ratio Rank
The Martin Ratio Rank of MYIIX is 5555
Martin Ratio Rank

CRF
The Risk-Adjusted Performance Rank of CRF is 8989
Overall Rank
The Sharpe Ratio Rank of CRF is 9292
Sharpe Ratio Rank
The Sortino Ratio Rank of CRF is 8585
Sortino Ratio Rank
The Omega Ratio Rank of CRF is 9292
Omega Ratio Rank
The Calmar Ratio Rank of CRF is 8484
Calmar Ratio Rank
The Martin Ratio Rank of CRF is 9191
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

MYIIX vs. CRF - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for MainStay WMC International Research Equity Fund (MYIIX) and Cornerstone Total Return Fund, Inc. (CRF). 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.


Sharpe ratio
The chart of Sharpe ratio for MYIIX, currently valued at 1.23, compared to the broader market-1.000.001.002.003.004.001.232.31
The chart of Sortino ratio for MYIIX, currently valued at 1.70, compared to the broader market0.002.004.006.008.0010.0012.001.702.50
The chart of Omega ratio for MYIIX, currently valued at 1.22, compared to the broader market1.002.003.004.001.221.53
The chart of Calmar ratio for MYIIX, currently valued at 1.41, compared to the broader market0.005.0010.0015.0020.001.412.02
The chart of Martin ratio for MYIIX, currently valued at 3.94, compared to the broader market0.0020.0040.0060.0080.003.9412.10
MYIIX
CRF

The current MYIIX Sharpe Ratio is 1.23, which is lower than the CRF Sharpe Ratio of 2.31. The chart below compares the historical Sharpe Ratios of MYIIX and CRF, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00SeptemberOctoberNovemberDecember2025February
1.23
2.31
MYIIX
CRF

Dividends

MYIIX vs. CRF - Dividend Comparison

MYIIX's dividend yield for the trailing twelve months is around 1.78%, less than CRF's 14.04% yield.


TTM20242023202220212020201920182017201620152014
MYIIX
MainStay WMC International Research Equity Fund
1.78%1.88%2.05%1.98%2.74%2.13%10.18%6.36%1.76%3.16%0.89%2.23%
CRF
Cornerstone Total Return Fund, Inc.
14.04%14.36%19.89%29.32%14.43%20.08%23.03%26.33%19.05%23.54%26.82%22.80%

Drawdowns

MYIIX vs. CRF - Drawdown Comparison

The maximum MYIIX drawdown since its inception was -62.71%, smaller than the maximum CRF drawdown of -78.18%. Use the drawdown chart below to compare losses from any high point for MYIIX and CRF. For additional features, visit the drawdowns tool.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February
-2.41%
-4.68%
MYIIX
CRF

Volatility

MYIIX vs. CRF - Volatility Comparison

The current volatility for MainStay WMC International Research Equity Fund (MYIIX) is 3.39%, while Cornerstone Total Return Fund, Inc. (CRF) has a volatility of 4.49%. This indicates that MYIIX experiences smaller price fluctuations and is considered to be less risky than CRF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%SeptemberOctoberNovemberDecember2025February
3.39%
4.49%
MYIIX
CRF
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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