Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EPLBX (MainStay Epoch US Equity Yield Fund Cl B) | NA | 11.18% | 6.67% | 6.42% | NA | NA | NA | … | … |
Data as of 02/20/2025, Common starting date is 05/09/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EPLBX (MainStay Epoch US Equity Yield Fund Cl B) | 05/09/2017 | 02/20/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.33 | 11.18 | 6.67 | 6.42 | NA | NA | NA | … | … | 5.06 | 8.23 | 7.20 | -5.29 | 21.30 | -1.11 | 22.52 | -6.50 | 10.12 |
| Sharpe Ratio | NA | 0.59 | 0.23 | 0.23 | NA | NA | NA | … | … | 4.53 | 0.36 | 0.31 | -0.37 | 1.82 | -0.04 | 2.18 | -0.60 | 2.77 |
| Standard Deviation(%) | NA | 12.88 | 14.42 | 19.57 | NA | NA | NA | … | … | 9.04 | 12.85 | 11.66 | 18.23 | 11.72 | 33.75 | 9.67 | 13.11 | 5.52 |
| Draw Down(%) | NA | 13.95 | 16.65 | 35.67 | NA | NA | NA | … | … | 1.48 | 13.95 | 9.45 | 16.65 | 4.93 | 35.94 | 4.56 | 15.03 | 2.81 |
| Yield(%) | 0.00 | 1.42 | 2.35 | 1.94 | 2.35 | 1.57 | 1.17 | … | … | 0.00 | 1.44 | 4.61 | 0.99 | 0.83 | 1.17 | 3.56 | 4.17 | 4.69 |
Data as of 02/20/2025, Common starting date is 05/09/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPLBX (MainStay Epoch US Equity Yield Fund Cl B) |
1.03%
Oct 2017 – Oct 2020 |
4.18%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPLBX (MainStay Epoch US Equity Yield Fund Cl B) |
13.76%
Mar 2020 – Mar 2023 |
9.15%
Nov 2019 – Nov 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart