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MYIIX vs. CRF
Performance
Return for Risk
Dividends
Drawdowns
Volatility

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.

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MYIIX vs. CRF - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MYIIX
MainStay WMC International Research Equity Fund
1.45%39.10%7.56%13.56%-15.94%10.65%1.75%17.15%-23.31%23.20%
CRF
Cornerstone Total Return Fund, Inc.
-8.05%12.46%44.39%19.49%-36.70%39.73%28.13%21.74%-11.74%21.35%

Returns By Period

In the year-to-date period, MYIIX achieves a 1.45% return, which is significantly higher than CRF's -8.05% return. Over the past 10 years, MYIIX has underperformed CRF with an annualized return of 6.78%, while CRF has yielded a comparatively higher 11.40% annualized return.


MYIIX

1D
2.34%
1M
-7.40%
YTD
1.45%
6M
8.35%
1Y
32.00%
3Y*
17.27%
5Y*
8.72%
10Y*
6.78%

CRF

1D
1.15%
1M
-3.17%
YTD
-8.05%
6M
-4.88%
1Y
19.18%
3Y*
17.85%
5Y*
5.92%
10Y*
11.40%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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MYIIX vs. CRF - Expense Ratio Comparison

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


Return for Risk

MYIIX vs. CRF — Risk / Return Rank

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

MYIIX
MYIIX Risk / Return Rank: 9090
Overall Rank
MYIIX Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
MYIIX Sortino Ratio Rank: 9090
Sortino Ratio Rank
MYIIX Omega Ratio Rank: 9191
Omega Ratio Rank
MYIIX Calmar Ratio Rank: 8787
Calmar Ratio Rank
MYIIX Martin Ratio Rank: 8787
Martin Ratio Rank

CRF
CRF Risk / Return Rank: 5050
Overall Rank
CRF Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
CRF Sortino Ratio Rank: 5151
Sortino Ratio Rank
CRF Omega Ratio Rank: 4949
Omega Ratio Rank
CRF Calmar Ratio Rank: 5454
Calmar Ratio Rank
CRF Martin Ratio Rank: 4848
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MYIIX vs. CRF - Risk-Adjusted Trends 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.


MYIIXCRFDifference

Sharpe ratio

Return per unit of total volatility

2.17

0.96

+1.21

Sortino ratio

Return per unit of downside risk

2.70

1.47

+1.24

Omega ratio

Gain probability vs. loss probability

1.43

1.21

+0.22

Calmar ratio

Return relative to maximum drawdown

2.53

1.34

+1.18

Martin ratio

Return relative to average drawdown

10.02

4.90

+5.11

MYIIX vs. CRF - Sharpe Ratio Comparison

The current MYIIX Sharpe Ratio is 2.17, which is higher than the CRF Sharpe Ratio of 0.96. 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.


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Sharpe Ratios by Period


MYIIXCRFDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.17

0.96

+1.21

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.58

0.23

+0.35

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.43

0.44

-0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.17

0.05

+0.12

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.


Dividends

MYIIX vs. CRF - Dividend Comparison

MYIIX's dividend yield for the trailing twelve months is around 2.88%, less than CRF's 19.94% yield.


TTM20252024202320222021202020192018201720162015
MYIIX
MainStay WMC International Research Equity Fund
2.88%2.92%1.88%2.05%1.98%2.74%2.13%10.18%6.35%1.76%3.16%0.90%
CRF
Cornerstone Total Return Fund, Inc.
19.94%17.38%14.32%19.94%29.31%13.41%18.91%21.67%24.85%17.96%24.08%23.58%

Drawdowns

MYIIX vs. CRF - Drawdown Comparison

The maximum MYIIX drawdown since its inception was -62.79%, smaller than the maximum CRF drawdown of -80.70%. Use the drawdown chart below to compare losses from any high point for MYIIX and CRF.


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Drawdown Indicators


MYIIXCRFDifference

Max Drawdown

Largest peak-to-trough decline

-62.79%

-80.70%

+17.91%

Max Drawdown (1Y)

Largest decline over 1 year

-11.17%

-14.88%

+3.71%

Max Drawdown (5Y)

Largest decline over 5 years

-30.71%

-43.12%

+12.41%

Max Drawdown (10Y)

Largest decline over 10 years

-44.88%

-45.90%

+1.02%

Current Drawdown

Current decline from peak

-9.00%

-9.74%

+0.74%

Average Drawdown

Average peak-to-trough decline

-17.33%

-22.39%

+5.06%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.99%

4.08%

-1.09%

Volatility

MYIIX vs. CRF - Volatility Comparison

The current volatility for MainStay WMC International Research Equity Fund (MYIIX) is 6.62%, while Cornerstone Total Return Fund, Inc. (CRF) has a volatility of 7.96%. 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.


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Volatility by Period


MYIIXCRFDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.62%

7.96%

-1.34%

Volatility (6M)

Calculated over the trailing 6-month period

10.37%

12.73%

-2.36%

Volatility (1Y)

Calculated over the trailing 1-year period

15.19%

20.15%

-4.96%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.05%

25.82%

-10.77%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.97%

25.86%

-9.89%