Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EPAPX (MAINSTAY EPOCH GLOBAL CHOICE FUND CLASS A) | NA | 0.00% | 2.37% | 1.52% | 5.80% | NA | NA | … | … |
Data as of 04/23/2020, Common starting date is 08/16/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EPAPX (MAINSTAY EPOCH GLOBAL CHOICE FUND CLASS A) | 08/16/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 2.37 | 1.52 | 5.80 | NA | NA | … | … | 0.00 | 7.43 | -13.28 | 27.86 | -2.11 | -1.51 | 0.47 | 29.67 | 17.78 | -3.02 | 8.01 | 24.87 | -37.63 | 8.90 | 9.98 |
| Sharpe Ratio | NA | 0.00 | 0.18 | 0.07 | 0.38 | NA | NA | … | … | 0.00 | 1.26 | -0.92 | 3.81 | -0.17 | -0.11 | 0.04 | 2.58 | 1.39 | -0.13 | 0.37 | 0.92 | -0.95 | 0.41 | 3.28 |
| Standard Deviation(%) | NA | 0.61 | 10.31 | 11.49 | 14.31 | NA | NA | … | … | NA | 4.79 | 15.89 | 7.18 | 13.41 | 14.20 | 10.55 | 11.48 | 12.86 | 22.73 | 21.57 | 26.82 | 40.29 | 14.49 | 7.82 |
| Draw Down(%) | NA | 0.00 | 23.20 | 23.20 | 23.20 | NA | NA | … | … | 0.00 | 1.94 | 23.20 | 2.76 | 12.26 | 14.92 | 9.04 | 5.83 | 11.22 | 19.68 | 12.35 | 25.37 | 49.33 | 10.13 | 1.75 |
| Yield(%) | 0.00 | 0.00 | 8.56 | 5.96 | 6.19 | 4.28 | 3.21 | … | … | 0.00 | 8.33 | 13.26 | 4.46 | 0.81 | 5.19 | 6.95 | 8.02 | 0.26 | 0.14 | 0.08 | 0.41 | 0.18 | 6.26 | 0.00 |
Data as of 04/23/2020, Common starting date is 08/16/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPAPX (MAINSTAY EPOCH GLOBAL CHOICE FUND CLASS A) |
-10.07%
Jun 2007 – Jun 2010 |
-3.52%
May 2007 – May 2012 |
2.57%
Nov 2006 – Nov 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPAPX (MAINSTAY EPOCH GLOBAL CHOICE FUND CLASS A) |
18.75%
Feb 2009 – Feb 2012 |
18.36%
Feb 2009 – Feb 2014 |
10.47%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart