Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EPLCX (MAINSTAY EPOCH U.S. EQUITY YIELD FUND CLASS I) | 7.59% | 7.66% | 9.43% | 11.19% | 8.79% | 10.74% | NA | 11.11% |
Data as of 07/03/2025, AR inception 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 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.06 | 7.66 | 9.43 | 11.19 | 8.79 | 10.74 | NA | 11.11 | 7.59 | 10.16 | 5.26 | -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 | 0.17 | 0.33 | 0.67 | 0.43 | NA | NA | 0.57 | 0.47 | 0.28 | 0.09 | -0.30 | 1.97 | 0.00 | 2.34 | -0.51 | 2.90 | 1.31 | -0.19 | 1.52 | 2.92 | 1.03 | 0.01 | 0.68 | 0.65 | 3.54 |
| Standard Deviation(%) | NA | 17.10 | 14.61 | 14.50 | 16.17 | NA | NA | 17.00 | 18.91 | 12.61 | 11.88 | 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 | 20.35 | 20.35 | 20.35 | 35.85 | NA | NA | 35.85 | 13.87 | 13.57 | 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 | 2.04 | 2.49 | 2.92 | 4.17 | 7.10 | 6.22 | 7.78 | 0.47 | 2.85 | 2.51 | 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 07/03/2025, AR inception 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 |
9.07%
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 |
11.36%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart