Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EPACX (MAINSTAY EPOCH GLOBAL CHOICE FUND CLASS I) | NA | 0.00% | 2.50% | 1.70% | 6.02% | NA | NA | … | … |
Data as of 04/23/2020, Common starting date is 08/10/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EPACX (MAINSTAY EPOCH GLOBAL CHOICE FUND CLASS I) | 08/10/2005 | 04/23/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 2.50 | 1.70 | 6.02 | NA | NA | … | … | 0.00 | 7.40 | -13.06 | 28.17 | -1.85 | -1.28 | 0.72 | 30.02 | 18.06 | -2.82 | 8.35 | 25.14 | -36.38 | 9.27 | 13.96 | -0.47 |
| Sharpe Ratio | NA | 0.00 | 0.20 | 0.08 | 0.39 | NA | NA | … | … | 0.00 | 1.27 | -0.91 | 3.86 | -0.15 | -0.09 | 0.07 | 2.60 | 1.41 | -0.13 | 0.38 | 0.93 | -0.92 | 0.43 | 1.03 | -0.32 |
| Standard Deviation(%) | NA | 0.62 | 10.25 | 11.46 | 14.32 | NA | NA | … | … | NA | 4.74 | 15.83 | 7.17 | 13.40 | 14.22 | 10.55 | 11.54 | 12.87 | 22.80 | 21.59 | 26.87 | 40.30 | 14.54 | 10.44 | 11.56 |
| Draw Down(%) | NA | 0.00 | 22.98 | 22.98 | 22.98 | NA | NA | … | … | 0.00 | 1.93 | 22.98 | 2.73 | 12.20 | 14.84 | 9.04 | 5.84 | 11.14 | 19.54 | 12.41 | 25.30 | 49.33 | 10.14 | 10.01 | 7.61 |
| Yield(%) | 0.00 | 0.00 | 8.51 | 6.00 | 6.32 | 4.62 | 3.46 | … | … | 0.00 | 8.09 | 13.10 | 4.63 | 1.04 | 5.28 | 7.03 | 8.08 | 0.52 | 0.27 | 0.37 | 0.44 | 0.31 | 6.51 | 0.01 | 0.00 |
Data as of 04/23/2020, Common starting date is 08/10/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPACX (MAINSTAY EPOCH GLOBAL CHOICE FUND CLASS I) |
-13.02%
Feb 2006 – Feb 2009 |
-2.95%
May 2007 – May 2012 |
3.01%
Nov 2006 – Nov 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPACX (MAINSTAY EPOCH GLOBAL CHOICE FUND CLASS I) |
19.05%
Feb 2009 – Feb 2012 |
18.66%
Feb 2009 – Feb 2014 |
10.74%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart