MEGI vs BACQU
Comparison between MainStay CBRE Global Infrastructure Megatrends Fund (MEGI, Company) and Merlin Inc - Units (1Ord Class A & 1 Rights) (BACQU, Company).
Both MEGI and BACQU are from the Financial Services sector.
MEGI vs BACQU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
MEGI vs BACQU - Historical Returns
Returns include dividend reinvestment.
MEGI vs BACQU - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | MEGI | BACQU |
|---|---|---|
| 2026 | +13.93% | -6.78% |
| 2025 | +21.62% | +17.65% |
| 2024 | +4.51% | +0.67% |
| 2023 | +4.43% | N/A |
| 2022 | -24.03% | N/A |
| 2021 | -3.50% | N/A |
MEGI vs BACQU Drawdown Comparison
The maximum drawdown for MEGI was -39.45%, occurring on Oct 12, 2022. Recovery took 866 trading sessions.
The maximum drawdown for BACQU was -26.63%, occurring on Feb 13, 2026. This drawdown has not yet recovered.
The current MEGI drawdown is -1.23%. The current BACQU drawdown is -21.26%.
| Rank | MEGI | BACQU |
|---|---|---|
| #1 | -39.45% Jan 14, 2022 - Jul 1, 2025 | -26.63% Oct 24, 2025 - Feb 13, 2026 |
| #2 | -13.72% Nov 23, 2021 - Jan 14, 2022 | -2.67% Apr 25, 2025 - May 29, 2025 |
| #3 | -9.52% Feb 27, 2026 - Mar 26, 2026 | -1.40% Jun 10, 2025 - Jul 2, 2025 |
| #4 | -8.43% Oct 6, 2025 - Feb 6, 2026 | -1.21% Jul 2, 2025 - Aug 14, 2025 |
| #5 | -3.05% Jul 16, 2025 - Jul 23, 2025 | -0.85% May 29, 2025 - Jun 10, 2025 |
| #6 | -2.70% Jul 1, 2025 - Jul 16, 2025 | -0.59% Feb 24, 2025 - Apr 1, 2025 |
| #7 | -2.05% Sep 15, 2025 - Sep 30, 2025 | -0.49% Feb 12, 2025 - Feb 24, 2025 |
| #8 | -1.92% Aug 28, 2025 - Sep 15, 2025 | -0.34% Apr 1, 2025 - Apr 24, 2025 |
| #9 | -1.66% Aug 4, 2025 - Aug 25, 2025 | -0.30% Jan 10, 2025 - Jan 17, 2025 |
| #10 | -1.23% Feb 13, 2026 - Feb 20, 2026 | -0.30% Feb 3, 2025 - Feb 12, 2025 |
| #11 | -1.14% Jul 23, 2025 - Aug 4, 2025 | -0.21% Dec 23, 2024 - Jan 10, 2025 |
| #12 | -0.25% Nov 1, 2021 - Nov 17, 2021 | -0.20% Nov 20, 2024 - Dec 2, 2024 |
| #13 | -0.13% Oct 1, 2025 - Oct 3, 2025 | -0.15% Dec 2, 2024 - Dec 23, 2024 |
| #14 | N/A | -0.14% Jan 17, 2025 - Jan 28, 2025 |
| #15 | N/A | -0.12% Nov 7, 2024 - Nov 15, 2024 |
Correlation
Correlation between MEGI and BACQU is 0.44 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
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