Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EPLKX (MAINSTAY EPOCH U.S. EQUITY YIELD FUND CLASS C) | 13.33% | 24.37% | 17.61% | 9.83% | 9.50% | 9.82% | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EPLKX (MAINSTAY EPOCH U.S. EQUITY YIELD FUND CLASS C) | 11/17/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.33 | 24.37 | 17.61 | 9.83 | 9.50 | 9.82 | NA | … | … | 13.33 | 12.55 | 16.98 | 7.20 | -5.29 | 21.30 | -1.06 | 22.46 | -6.51 | 15.22 | 12.97 | -3.52 | 13.40 | 28.70 | 11.66 | -0.79 | 11.49 | 0.88 |
| Sharpe Ratio | NA | 2.15 | 1.21 | 0.54 | 0.50 | NA | NA | … | … | 2.73 | 0.66 | 1.32 | 0.31 | -0.37 | 1.82 | -0.04 | 2.18 | -0.60 | 2.69 | 1.19 | -0.26 | 1.37 | 2.76 | 0.95 | -0.03 | 0.63 | 0.63 |
| Standard Deviation(%) | NA | 9.82 | 11.97 | 13.47 | 15.69 | NA | NA | … | … | 10.87 | 14.70 | 10.11 | 11.65 | 18.24 | 11.72 | 33.79 | 9.63 | 13.11 | 5.44 | 10.68 | 13.68 | 9.74 | 10.39 | 12.30 | 25.99 | 18.18 | 12.08 |
| Draw Down(%) | NA | 6.46 | 14.68 | 16.65 | 35.90 | NA | NA | … | … | 6.46 | 14.05 | 7.04 | 9.45 | 16.65 | 4.94 | 35.90 | 4.56 | 15.04 | 2.81 | 6.63 | 12.18 | 5.69 | 5.95 | 10.99 | 21.85 | 16.58 | 2.31 |
| Yield(%) | 0.00 | 6.43 | 7.66 | 4.80 | 4.81 | 6.17 | 5.41 | … | … | 0.00 | 6.72 | 10.50 | 4.61 | 1.00 | 0.83 | 1.17 | 3.56 | 4.17 | 4.80 | 1.44 | 5.13 | 4.84 | 6.35 | 22.96 | 5.21 | 10.72 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| EPLKX (MAINSTAY EPOCH U.S. EQUITY YIELD FUND CLASS C) |
-1.55%
Mar 2017 – Mar 2020 |
1.97%
Mar 2015 – Mar 2020 |
6.29%
Oct 2013 – Oct 2023 |
8.56%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPLKX (MAINSTAY EPOCH U.S. EQUITY YIELD FUND CLASS C) |
19.70%
Sep 2011 – Sep 2014 |
14.20%
Sep 2011 – Sep 2016 |
11.17%
Sep 2011 – Sep 2021 |
10.17%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart