Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EPAIX (MAINSTAY EPOCH GLOBAL CHOICE FUND INVESTOR CLASS) | NA | 0.00% | 2.30% | 1.37% | 5.60% | NA | NA | … | … |
Data as of 04/23/2020, Common starting date is 11/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EPAIX (MAINSTAY EPOCH GLOBAL CHOICE FUND INVESTOR CLASS) | 11/17/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 2.30 | 1.37 | 5.60 | NA | NA | … | … | 0.00 | 7.66 | -13.48 | 27.54 | -2.37 | -1.73 | 0.18 | 29.41 | 17.52 | -3.23 | 7.78 | -0.44 |
| Sharpe Ratio | NA | 0.00 | 0.18 | 0.05 | 0.36 | NA | NA | … | … | 0.00 | 1.30 | -0.93 | 3.76 | -0.19 | -0.12 | 0.02 | 2.55 | 1.37 | -0.14 | 0.36 | -0.29 |
| Standard Deviation(%) | NA | 0.26 | 10.27 | 11.47 | 14.31 | NA | NA | … | … | NA | 4.79 | 15.85 | 7.18 | 13.40 | 14.20 | 10.58 | 11.53 | 12.88 | 22.75 | 21.53 | 12.78 |
| Draw Down(%) | NA | 0.00 | 23.33 | 23.33 | 23.33 | NA | NA | … | … | 0.00 | 1.95 | 23.33 | 2.83 | 12.31 | 14.99 | 9.04 | 5.85 | 11.24 | 19.71 | 12.42 | 3.39 |
| Yield(%) | 0.00 | 0.00 | 8.50 | 5.84 | 5.99 | 4.17 | 3.13 | … | … | 0.00 | 8.61 | 13.08 | 4.22 | 0.55 | 4.99 | 6.74 | 7.84 | 0.03 | 0.00 | 0.00 | 0.00 |
Data as of 04/23/2020, Common starting date is 11/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPAIX (MAINSTAY EPOCH GLOBAL CHOICE FUND INVESTOR CLASS) |
-1.31%
Dec 2013 – Dec 2016 |
1.18%
Dec 2013 – Dec 2018 |
5.83%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPAIX (MAINSTAY EPOCH GLOBAL CHOICE FUND INVESTOR CLASS) |
16.62%
Sep 2011 – Sep 2014 |
12.09%
Jun 2010 – Jun 2015 |
6.72%
Jan 2010 – Jan 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart