MEGI vs SHEN

Comparison between MainStay CBRE Global Infrastructure Megatrends Fund (MEGI, Company) and Shenandoah Telecommunications Company (SHEN, Company).

MEGI is from the Financial Services sector, while SHEN is from the Communication Services sector.

5-Year PerformanceMEGI has outperformed SHEN, delivering a return of +3.7% compared to -13.1%

MEGI vs SHEN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MEGI(COMPANY)	SHEN(COMPANY)
Market Cap	$786M	$784M
Max Drawdown	47.39%	83.81%
Sharpe Ratio	1.05	0.17
5Y Beta	0.42	0.57
Industry	Asset Management	Telecom Services
P/E Ratio	8.61	-19.73
Forward P/E	N/A	3.60
PEG Ratio	0.02	-0.64
Dividend Yield	N/A	0.71%
5Y Dividends CAGR	N/A	-17.62%
Debt to Equity	30.79%	80.04%
Free Cash Flow Yield	11.00%	-31.45%

Market Cap

Winner

MEGI

$786M

SHEN

$784M

Max Drawdown

Winner

MEGI

47.39%

SHEN

83.81%

Sharpe Ratio

Winner

MEGI

1.05

SHEN

0.17

5Y Beta

Winner

MEGI

0.42

SHEN

0.57

Industry

MEGI

Asset Management

SHEN

Telecom Services

P/E Ratio

MEGI

8.61

Winner

SHEN

-19.73

Forward P/E

MEGI

N/A

SHEN

3.60

PEG Ratio

MEGI

0.02

Winner

SHEN

-0.64

Dividend Yield

MEGI

N/A

SHEN

0.71%

5Y Dividends CAGR

MEGI

N/A

SHEN

-17.62%

Debt to Equity

Winner

MEGI

30.79%

SHEN

80.04%

Free Cash Flow Yield

Winner

MEGI

11.00%

SHEN

-31.45%

MEGI vs SHEN - Historical Returns

Returns include dividend reinvestment.

Period	MEGI	SHEN
1 month	+2.65%	-12.20%
3 months	+2.73%	-2.54%
6 months	+16.68%	+22.77%
1 year	+20.11%	+1.22%
5 years(CAGR)	+3.73%	-13.09%
10 years(CAGR)	N/A	-3.34%
Max(CAGR)	+3.73%	+10.83%

Winner

MEGI

+2.65%

SHEN

-12.20%

Winner

MEGI

+2.73%

SHEN

-2.54%

MEGI

+16.68%

Winner

SHEN

+22.77%

Winner

MEGI

+20.11%

SHEN

+1.22%

5Y(CAGR)

Winner

MEGI

+3.73%

SHEN

-13.09%

10Y(CAGR)

MEGI

N/A

SHEN

-3.34%

Max(CAGR)

MEGI

+3.73%

Winner

SHEN

+10.83%

MEGI vs SHEN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MEGI	SHEN
2026	+12.81%	+25.38%
2025	+21.62%	-5.38%
2024	+4.51%	-40.81%
2023	+4.43%	+32.63%
2022	-24.03%	-39.00%
2021	-3.50%	-3.89%
2020	N/A	+5.12%
2019	N/A	-7.34%
2018	N/A	+31.55%
2017	N/A	+17.77%
2016	N/A	+33.64%
2015	N/A	+38.57%
2014	N/A	+29.85%
2013	N/A	+69.65%
2012	N/A	+43.52%
2011	N/A	-44.49%
2010	N/A	-9.29%
2009	N/A	-22.88%
2008	N/A	+24.83%
2007	N/A	+60.85%
2006	N/A	+17.58%
2005	N/A	+36.95%
2004	N/A	+16.44%
2003	N/A	+7.11%
2002	N/A	+22.90%
2001	N/A	+33.97%
2000	N/A	-3.00%
1999	N/A	+35.00%

MEGI vs SHEN Drawdown Comparison

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

The maximum drawdown for SHEN was -72.81%, occurring on Nov 17, 2025. This drawdown has not yet recovered.

The current MEGI drawdown is -2.20%. The current SHEN drawdown is -61.05%.

Rank	MEGI	SHEN
#1	-39.45% Jan 14, 2022 - Jul 1, 2025	-72.81% Jul 6, 2021 - Nov 17, 2025
#2	-13.72% Nov 23, 2021 - Jan 14, 2022	-65.81% Jan 8, 2009 - Oct 11, 2013
#3	-9.52% Feb 27, 2026 - Mar 26, 2026	-50.18% Dec 24, 2007 - Dec 8, 2008
#4	-8.43% Oct 6, 2025 - Feb 6, 2026	-49.21% Jun 24, 2002 - Dec 29, 2003
#5	-3.05% Jul 16, 2025 - Jul 23, 2025	-49.09% Mar 10, 2000 - May 31, 2002
#6	-2.70% Jul 1, 2025 - Jul 16, 2025	-43.17% Jul 13, 2016 - Nov 6, 2018
#7	-2.05% Sep 15, 2025 - Sep 30, 2025	-41.57% Feb 19, 2019 - Apr 6, 2020
#8	-1.92% Aug 28, 2025 - Sep 15, 2025	-33.24% Apr 29, 2020 - Jul 6, 2021
#9	-1.66% Aug 4, 2025 - Aug 25, 2025	-28.43% Aug 1, 2005 - Jun 21, 2007
#10	-1.23% Feb 13, 2026 - Feb 20, 2026	-27.74% Mar 21, 2014 - Jan 22, 2015
#11	-1.14% Jul 23, 2025 - Aug 4, 2025	-25.60% Apr 29, 2004 - Dec 1, 2004
#12	-0.25% Nov 1, 2021 - Nov 17, 2021	-24.42% Dec 17, 2004 - Jun 7, 2005
#13	-0.13% Oct 1, 2025 - Oct 3, 2025	-20.07% Dec 30, 2003 - Apr 22, 2004
#14	N/A	-20.01% Nov 19, 2015 - Mar 16, 2016
#15	N/A	-19.20% Nov 28, 2018 - Feb 19, 2019

Correlation

Correlation between MEGI and SHEN is -0.36 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.36

-101

Dividend Comparison (2000 - 2026)

MEGI vs SHEN dividend yield comparison.

Year	MEGI	SHEN
2026	4.14%	0.00%
2025	10.90%	0.95%
2024	12.33%	0.79%
2023	10.66%	0.42%
2022	9.52%	0.50%
2021	0.00%	73.80%
2020	0.00%	0.79%
2019	0.00%	0.70%
2018	0.00%	0.61%
2017	0.00%	0.77%
2016	0.00%	0.92%
2015	0.00%	1.11%
2014	0.00%	1.50%
2013	0.00%	1.40%
2012	0.00%	2.16%
2011	0.00%	3.15%
2010	0.00%	1.76%
2009	0.00%	1.57%
2008	0.00%	1.07%
2007	0.00%	1.13%
2006	0.00%	1.60%
2005	0.00%	1.16%
2004	0.00%	1.44%
2003	0.00%	1.52%
2002	0.00%	1.52%
2001	0.00%	1.78%
2000	0.00%	2.05%