MEGI vs ORIC

Comparison between MainStay CBRE Global Infrastructure Megatrends Fund (MEGI, Company) and ORIC Pharmaceuticals Inc (ORIC, Company).

MEGI is from the Financial Services sector, while ORIC is from the Healthcare sector.

5-Year PerformanceMEGI has outperformed ORIC, delivering a return of +4.0% compared to -15.8%

MEGI vs ORIC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MEGI(COMPANY)	ORIC(COMPANY)
Market Cap	$782M	$780M
Max Drawdown	47.39%	93.87%
Sharpe Ratio	1.02	0.11
5Y Beta	0.42	1.47
Industry	Asset Management	Biotechnology
P/E Ratio	8.56	-5.34
PEG Ratio	0.02	N/A
5Y EPS CAGR	N/A	-10.25%
Debt to Equity	30.79%	0.00%
Free Cash Flow Yield	11.05%	-14.25%
P/S Ratio	7.16	N/A
P/B Ratio	0.95	1.87

Market Cap

Winner

MEGI

$782M

ORIC

$780M

Max Drawdown

Winner

MEGI

47.39%

ORIC

93.87%

Sharpe Ratio

Winner

MEGI

1.02

ORIC

0.11

5Y Beta

Winner

MEGI

0.42

ORIC

1.47

Industry

MEGI

Asset Management

ORIC

Biotechnology

P/E Ratio

MEGI

8.56

Winner

ORIC

-5.34

PEG Ratio

MEGI

0.02

ORIC

N/A

5Y EPS CAGR

MEGI

N/A

ORIC

-10.25%

Debt to Equity

MEGI

30.79%

Winner

ORIC

0.00%

Free Cash Flow Yield

Winner

MEGI

11.05%

ORIC

-14.25%

P/S Ratio

MEGI

7.16

ORIC

N/A

P/B Ratio

Winner

MEGI

0.95

ORIC

1.87

MEGI vs ORIC - Historical Returns

Returns include dividend reinvestment.

Period	MEGI	ORIC
1 month	+1.15%	-6.34%
3 months	+5.22%	-29.68%
6 months	+18.10%	-11.83%
1 year	+19.42%	-14.48%
5 years(CAGR)	+3.97%	-15.78%
Max(CAGR)	+3.97%	-16.92%

Winner

MEGI

+1.15%

ORIC

-6.34%

Winner

MEGI

+5.22%

ORIC

-29.68%

Winner

MEGI

+18.10%

ORIC

-11.83%

Winner

MEGI

+19.42%

ORIC

-14.48%

5Y(CAGR)

Winner

MEGI

+3.97%

ORIC

-15.78%

Max(CAGR)

Winner

MEGI

+3.97%

ORIC

-16.92%

MEGI vs ORIC - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	MEGI	ORIC
2026	+13.93%	+1.22%
2025	+21.62%	-0.97%
2024	+4.51%	-11.71%
2023	+4.43%	+53.59%
2022	-24.03%	-63.42%
2021	-3.50%	-55.90%
2020	N/A	+31.35%

MEGI vs ORIC Drawdown Comparison

The maximum drawdown for MEGI was -39.45%, occurring on Oct 12, 2022. Recovery took 866 trading sessions.

The maximum drawdown for ORIC was -93.87%, occurring on Nov 7, 2022. This drawdown has not yet recovered.

The current MEGI drawdown is -1.23%. The current ORIC drawdown is -79.22%.

Rank	MEGI	ORIC
#1	-39.45% Jan 14, 2022 - Jul 1, 2025	-93.87% Dec 24, 2020 - Nov 7, 2022
#2	-13.72% Nov 23, 2021 - Jan 14, 2022	-48.85% Jun 25, 2020 - Dec 21, 2020
#3	-9.52% Feb 27, 2026 - Mar 26, 2026	-20.43% May 14, 2020 - Jun 2, 2020
#4	-8.43% Oct 6, 2025 - Feb 6, 2026	-16.16% Jun 8, 2020 - Jun 25, 2020
#5	-3.05% Jul 16, 2025 - Jul 23, 2025	-8.05% May 11, 2020 - May 14, 2020
#6	-2.70% Jul 1, 2025 - Jul 16, 2025	-1.46% Apr 27, 2020 - Apr 29, 2020
#7	-2.05% Sep 15, 2025 - Sep 30, 2025	-0.90% Dec 21, 2020 - Dec 23, 2020
#8	-1.92% Aug 28, 2025 - Sep 15, 2025	N/A
#9	-1.66% Aug 4, 2025 - Aug 25, 2025	N/A
#10	-1.23% Feb 13, 2026 - Feb 20, 2026	N/A
#11	-1.14% Jul 23, 2025 - Aug 4, 2025	N/A
#12	-0.25% Nov 1, 2021 - Nov 17, 2021	N/A
#13	-0.13% Oct 1, 2025 - Oct 3, 2025	N/A