Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EPLCX (MAINSTAY EPOCH U.S. EQUITY YIELD FUND CLASS I) | 13.63% | 25.67% | 19.06% | 11.25% | 10.83% | 11.11% | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/13/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EPLCX (MAINSTAY EPOCH U.S. EQUITY YIELD FUND CLASS I) | 11/13/2008 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.35 | 25.67 | 19.06 | 11.25 | 10.83 | 11.11 | NA | … | … | 13.63 | 14.03 | 18.60 | 8.66 | -4.01 | 22.98 | 0.24 | 23.98 | -5.37 | 16.24 | 14.08 | -2.51 | 14.79 | 30.19 | 12.65 | 0.23 | 12.45 | 17.05 | 8.50 |
| Sharpe Ratio | NA | 2.28 | 1.33 | 0.64 | 0.58 | NA | NA | … | … | 2.82 | 0.76 | 1.48 | 0.43 | -0.30 | 1.97 | 0.00 | 2.33 | -0.51 | 2.89 | 1.31 | -0.19 | 1.52 | 2.92 | 1.03 | 0.01 | 0.68 | 0.65 | 3.54 |
| Standard Deviation(%) | NA | 9.82 | 11.95 | 13.45 | 15.68 | NA | NA | … | … | 10.82 | 14.67 | 10.14 | 11.65 | 18.18 | 11.68 | 33.77 | 9.67 | 13.17 | 5.41 | 10.58 | 13.67 | 9.73 | 10.34 | 12.30 | 26.23 | 18.27 | 25.98 | 25.45 |
| Draw Down(%) | NA | 6.37 | 14.25 | 16.12 | 35.85 | NA | NA | … | … | 6.37 | 13.87 | 6.95 | 9.14 | 16.12 | 4.82 | 35.85 | 4.53 | 14.16 | 2.69 | 6.57 | 11.66 | 5.52 | 5.85 | 10.81 | 21.50 | 16.68 | 23.08 | 4.34 |
| Yield(%) | 0.00 | 7.10 | 8.66 | 5.88 | 6.11 | 7.43 | 8.16 | … | … | 0.00 | 7.76 | 11.46 | 5.72 | 2.17 | 2.32 | 2.30 | 4.78 | 5.16 | 5.47 | 2.27 | 6.02 | 5.83 | 7.10 | 22.69 | 5.79 | 11.05 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/13/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPLCX (MAINSTAY EPOCH U.S. EQUITY YIELD FUND CLASS I) |
-0.44%
Mar 2017 – Mar 2020 |
3.08%
Mar 2015 – Mar 2020 |
7.56%
Oct 2013 – Oct 2023 |
9.84%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPLCX (MAINSTAY EPOCH U.S. EQUITY YIELD FUND CLASS I) |
20.98%
Sep 2011 – Sep 2014 |
17.45%
Feb 2009 – Feb 2014 |
13.11%
Feb 2009 – Feb 2019 |
11.60%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart