Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EPIIX (MAINSTAY EPOCH INTERNATIONAL SMALL CAP FUND INVESTOR CLASS) | NA | 22.99% | 8.26% | 7.56% | NA | NA | NA | … | … |
Data as of 02/28/2018, Common starting date is 11/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EPIIX (MAINSTAY EPOCH INTERNATIONAL SMALL CAP FUND INVESTOR CLASS) | 11/17/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 22.99 | 8.26 | 7.56 | NA | NA | NA | … | … | -1.47 | 30.35 | -4.79 | 9.66 | -12.55 | 27.97 | 18.94 | -22.03 | 27.78 | -3.30 |
| Sharpe Ratio | NA | 2.58 | 0.57 | 0.56 | NA | NA | NA | … | … | -0.72 | 3.99 | -0.28 | 0.72 | -0.99 | 2.33 | 1.29 | -0.86 | 1.26 | -1.36 |
| Standard Deviation(%) | NA | 8.64 | 13.58 | 13.17 | NA | NA | NA | … | … | 13.79 | 7.48 | 17.70 | 13.35 | 12.73 | 11.97 | 14.80 | 25.56 | 21.98 | 18.03 |
| Draw Down(%) | NA | 8.65 | 21.21 | 24.34 | NA | NA | NA | … | … | 8.65 | 2.68 | 16.25 | 13.08 | 19.80 | 8.72 | 14.19 | 31.47 | 18.03 | 5.57 |
| Yield(%) | 0.00 | 21.41 | 7.99 | 5.85 | 3.87 | 2.58 | 1.93 | … | … | 15.70 | 2.04 | 0.26 | 2.26 | 0.21 | 2.51 | 2.42 | 0.00 | 3.03 | 0.00 |
Data as of 02/28/2018, 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 |
|---|---|---|---|---|
| EPIIX (MAINSTAY EPOCH INTERNATIONAL SMALL CAP FUND INVESTOR CLASS) |
-3.37%
Feb 2014 – Feb 2017 |
0.33%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPIIX (MAINSTAY EPOCH INTERNATIONAL SMALL CAP FUND INVESTOR CLASS) |
13.76%
May 2012 – May 2015 |
10.02%
May 2010 – May 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart