Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EPAKX (MAINSTAY EPOCH GLOBAL CHOICE FUND CLASS C) | NA | 0.00% | 2.09% | 0.95% | 4.97% | NA | NA | … | … |
Data as of 04/23/2020, Common starting date is 11/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EPAKX (MAINSTAY EPOCH GLOBAL CHOICE FUND CLASS C) | 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 | 2.09 | 0.95 | 4.97 | NA | NA | … | … | 0.00 | 8.29 | -14.09 | 26.58 | -3.05 | -2.51 | -0.51 | 28.42 | 16.68 | -4.02 | 6.97 | -0.37 |
| Sharpe Ratio | NA | 0.00 | 0.15 | 0.02 | 0.32 | NA | NA | … | … | 0.00 | 1.41 | -0.97 | 3.64 | -0.24 | -0.18 | -0.05 | 2.46 | 1.30 | -0.18 | 0.32 | -0.24 |
| Standard Deviation(%) | NA | 1.02 | 10.28 | 11.47 | 14.31 | NA | NA | … | … | NA | 4.89 | 15.84 | 7.15 | 13.41 | 14.19 | 10.57 | 11.53 | 12.89 | 22.70 | 21.57 | 12.77 |
| Draw Down(%) | NA | 0.00 | 23.87 | 23.87 | 23.87 | NA | NA | … | … | 0.00 | 2.00 | 23.87 | 2.81 | 12.33 | 15.25 | 9.15 | 5.90 | 11.31 | 19.92 | 12.52 | 3.32 |
| Yield(%) | 0.00 | 0.00 | 8.71 | 5.80 | 5.74 | 4.00 | 3.00 | … | … | 0.00 | 9.73 | 13.03 | 4.16 | 0.00 | 4.79 | 6.71 | 7.79 | 0.00 | 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 |
|---|---|---|---|---|
| EPAKX (MAINSTAY EPOCH GLOBAL CHOICE FUND CLASS C) |
-2.03%
Dec 2013 – Dec 2016 |
0.45%
Dec 2013 – Dec 2018 |
5.20%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPAKX (MAINSTAY EPOCH GLOBAL CHOICE FUND CLASS C) |
15.75%
Sep 2011 – Sep 2014 |
11.23%
Jun 2010 – Jun 2015 |
6.07%
Jan 2010 – Jan 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart