Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EPLDX (MainStay Epoch US Equity Yield Fund Cl R) | 12.84% | 24.39% | 18.79% | 11.55% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/09/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EPLDX (MainStay Epoch US Equity Yield Fund Cl R) | 05/09/2017 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.76 | 24.39 | 18.79 | 11.55 | NA | NA | NA | … | … | 12.84 | 7.78 | 18.60 | 8.66 | -2.55 | 22.91 | 0.28 | 24.16 | -5.28 | 11.00 |
| Sharpe Ratio | NA | 2.28 | 1.33 | 0.67 | NA | NA | NA | … | … | 2.82 | 0.32 | 1.48 | 0.43 | -0.22 | 1.95 | 0.00 | 2.35 | -0.51 | 3.08 |
| Standard Deviation(%) | NA | 9.82 | 11.95 | 13.46 | NA | NA | NA | … | … | 10.82 | 15.79 | 10.15 | 11.63 | 18.25 | 11.73 | 33.81 | 9.65 | 13.11 | 5.44 |
| Draw Down(%) | NA | 6.37 | 14.25 | 16.12 | NA | NA | NA | … | … | 6.37 | 13.87 | 6.95 | 9.14 | 16.12 | 4.82 | 35.85 | 4.53 | 14.02 | 2.74 |
| Yield(%) | 0.00 | 7.07 | 8.66 | 6.22 | 5.79 | 3.86 | 2.89 | … | … | 0.00 | 7.77 | 11.46 | 5.72 | 3.60 | 2.32 | 2.32 | 4.89 | 5.25 | 5.42 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| EPLDX (MainStay Epoch US Equity Yield Fund Cl R) |
2.37%
Oct 2017 – Oct 2020 |
5.56%
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 |
|---|---|---|---|---|
| EPLDX (MainStay Epoch US Equity Yield Fund Cl R) |
19.54%
May 2023 – May 2026 |
15.74%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart