Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EPIEX (MAINSTAY EPOCH INTERNATIONAL SMALL CAP FUND CLASS I) | NA | 23.52% | 8.74% | 8.05% | 2.82% | NA | NA | … | … |
Data as of 02/28/2018, Common starting date is 01/25/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EPIEX (MAINSTAY EPOCH INTERNATIONAL SMALL CAP FUND CLASS I) | 01/25/2005 | 02/28/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 23.52 | 8.74 | 8.05 | 2.82 | NA | NA | … | … | -1.43 | 30.98 | -4.40 | 10.10 | -12.10 | 28.62 | 19.36 | -21.74 | 27.92 | 45.52 | -53.05 | -0.54 | 30.82 | 21.80 |
| Sharpe Ratio | NA | 2.64 | 0.61 | 0.60 | 0.13 | NA | NA | … | … | -0.70 | 4.09 | -0.26 | 0.75 | -0.95 | 2.39 | 1.32 | -0.85 | 1.27 | 1.90 | -1.50 | -0.17 | 1.72 | 2.04 |
| Standard Deviation(%) | NA | 8.63 | 13.54 | 13.14 | 20.02 | NA | NA | … | … | 13.79 | 7.45 | 17.61 | 13.34 | 12.73 | 11.96 | 14.77 | 25.62 | 21.94 | 23.85 | 35.99 | 20.91 | 16.03 | 10.42 |
| Draw Down(%) | NA | 8.62 | 20.98 | 23.68 | 60.72 | NA | NA | … | … | 8.62 | 2.66 | 16.20 | 12.95 | 19.56 | 8.62 | 14.14 | 31.38 | 18.00 | 20.97 | 56.50 | 21.09 | 19.10 | 7.92 |
| Yield(%) | 0.00 | 21.41 | 8.27 | 6.26 | 3.10 | 3.11 | 2.33 | … | … | 15.35 | 2.50 | 0.74 | 2.63 | 0.74 | 3.04 | 2.68 | 0.17 | 2.96 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 02/28/2018, Common starting date is 01/25/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPIEX (MAINSTAY EPOCH INTERNATIONAL SMALL CAP FUND CLASS I) |
-22.21%
Mar 2006 – Mar 2009 |
-9.42%
May 2007 – May 2012 |
-0.65%
Nov 2006 – Nov 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPIEX (MAINSTAY EPOCH INTERNATIONAL SMALL CAP FUND CLASS I) |
24.20%
Feb 2009 – Feb 2012 |
22.29%
Feb 2009 – Feb 2014 |
5.13%
Apr 2005 – Apr 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart