Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EPIPX (MAINSTAY EPOCH INTERNATIONAL SMALL CAP FUND CLASS A) | NA | 23.26% | 8.48% | 7.79% | 2.50% | NA | NA | … | … |
Data as of 02/28/2018, Common starting date is 11/09/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EPIPX (MAINSTAY EPOCH INTERNATIONAL SMALL CAP FUND CLASS A) | 11/09/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 23.26 | 8.48 | 7.79 | 2.50 | NA | NA | … | … | -1.45 | 30.58 | -4.62 | 9.89 | -12.30 | 28.30 | 19.11 | -21.97 | 27.66 | 43.90 | -53.06 | -0.38 | 3.59 |
| Sharpe Ratio | NA | 2.60 | 0.58 | 0.58 | 0.12 | NA | NA | … | … | -0.71 | 4.02 | -0.27 | 0.74 | -0.97 | 2.35 | 1.30 | -0.86 | 1.26 | 1.84 | -1.70 | -0.16 | 1.71 |
| Standard Deviation(%) | NA | 8.66 | 13.58 | 13.17 | 19.29 | NA | NA | … | … | 13.84 | 7.49 | 17.66 | 13.38 | 12.70 | 12.00 | 14.78 | 25.60 | 21.95 | 23.79 | 31.72 | 20.98 | 15.49 |
| Draw Down(%) | NA | 8.63 | 21.10 | 24.00 | 60.89 | NA | NA | … | … | 8.63 | 2.67 | 16.25 | 13.04 | 19.66 | 8.68 | 14.16 | 31.49 | 18.04 | 21.48 | 56.56 | 21.26 | 4.72 |
| Yield(%) | 0.00 | 21.72 | 8.22 | 6.13 | 2.96 | 1.93 | 1.45 | … | … | 15.77 | 2.28 | 0.47 | 2.45 | 0.48 | 2.82 | 2.48 | 0.00 | 2.77 | 0.00 | 0.00 | 0.00 | 0.02 |
Data as of 02/28/2018, Common starting date is 11/09/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPIPX (MAINSTAY EPOCH INTERNATIONAL SMALL CAP FUND CLASS A) |
-18.30%
Jun 2007 – Jun 2010 |
-9.77%
May 2007 – May 2012 |
-0.77%
Mar 2007 – Mar 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPIPX (MAINSTAY EPOCH INTERNATIONAL SMALL CAP FUND CLASS A) |
23.81%
Feb 2009 – Feb 2012 |
21.94%
Feb 2009 – Feb 2014 |
3.65%
Jan 2008 – Jan 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart