Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EPLIX (MAINSTAY EPOCH U.S. EQUITY YIELD FUND INVESTOR CLASS) | 12.68% | 23.83% | 18.14% | 10.58% | 10.21% | 10.48% | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EPLIX (MAINSTAY EPOCH U.S. EQUITY YIELD FUND INVESTOR CLASS) | 11/17/2009 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.71 | 23.83 | 18.14 | 10.58 | 10.21 | 10.48 | NA | … | … | 12.68 | 13.36 | 17.69 | 8.23 | -4.56 | 22.22 | -0.36 | 23.49 | -5.80 | 15.87 | 13.63 | -2.83 | 14.18 | 29.71 | 12.54 | -0.17 | 12.10 | 0.88 |
| Sharpe Ratio | NA | 2.25 | 1.28 | 0.60 | 0.55 | NA | NA | … | … | 2.80 | 0.72 | 1.39 | 0.40 | -0.33 | 1.90 | -0.02 | 2.28 | -0.55 | 2.81 | 1.26 | -0.21 | 1.45 | 2.87 | 1.02 | -0.01 | 0.66 | 0.63 |
| Standard Deviation(%) | NA | 9.74 | 11.94 | 13.44 | 15.69 | NA | NA | … | … | 10.77 | 14.67 | 10.12 | 11.62 | 18.19 | 11.71 | 33.80 | 9.65 | 13.12 | 5.43 | 10.63 | 13.67 | 9.76 | 10.34 | 12.30 | 26.15 | 18.14 | 12.06 |
| Draw Down(%) | NA | 6.42 | 14.43 | 16.38 | 35.86 | NA | NA | … | … | 6.42 | 13.95 | 6.96 | 9.29 | 16.38 | 4.89 | 35.86 | 4.60 | 14.49 | 2.73 | 6.59 | 11.82 | 5.60 | 5.98 | 10.87 | 21.63 | 16.65 | 2.31 |
| Yield(%) | 0.00 | 6.74 | 8.17 | 5.41 | 5.55 | 6.84 | 6.04 | … | … | 0.00 | 7.26 | 10.96 | 5.22 | 1.67 | 1.66 | 1.81 | 4.32 | 4.80 | 5.20 | 1.92 | 5.74 | 5.46 | 6.81 | 22.89 | 5.50 | 10.85 | 0.00 |
Data as of 06/03/2026, Common starting date is 11/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPLIX (MAINSTAY EPOCH U.S. EQUITY YIELD FUND INVESTOR CLASS) |
-0.86%
Mar 2017 – Mar 2020 |
2.66%
Mar 2015 – Mar 2020 |
7.05%
Oct 2013 – Oct 2023 |
9.34%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPLIX (MAINSTAY EPOCH U.S. EQUITY YIELD FUND INVESTOR CLASS) |
20.61%
Sep 2011 – Sep 2014 |
15.01%
Sep 2011 – Sep 2016 |
11.96%
Sep 2011 – Sep 2021 |
10.97%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart