Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EPLMX (MainStay Epoch U.S. Equity Yield Fund Simple Class) | 13.49% | 25.12% | 18.42% | 10.88% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EPLMX (MainStay Epoch U.S. Equity Yield Fund Simple Class) | 09/01/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.36 | 25.12 | 18.42 | 10.88 | NA | NA | NA | … | … | 13.49 | 13.42 | 17.69 | 8.18 | -3.29 | 21.87 | 8.90 |
| Sharpe Ratio | NA | 2.24 | 1.28 | 0.62 | NA | NA | NA | … | … | 2.78 | 0.72 | 1.39 | 0.39 | -0.26 | 1.87 | 1.76 |
| Standard Deviation(%) | NA | 9.79 | 11.95 | 13.47 | NA | NA | NA | … | … | 10.83 | 14.69 | 10.09 | 11.64 | 18.27 | 11.71 | 16.53 |
| Draw Down(%) | NA | 6.41 | 14.44 | 16.46 | NA | NA | NA | … | … | 6.41 | 13.92 | 6.98 | 9.25 | 16.46 | 4.89 | 6.67 |
| Yield(%) | 0.00 | 6.84 | 8.24 | 5.64 | 3.60 | 2.40 | 1.80 | … | … | 0.00 | 7.37 | 11.02 | 5.28 | 2.87 | 1.38 | 0.58 |
Data as of 06/04/2026, Common starting date is 09/01/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPLMX (MainStay Epoch U.S. Equity Yield Fund Simple Class) |
6.17%
Apr 2021 – Apr 2024 |
10.13%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPLMX (MainStay Epoch U.S. Equity Yield Fund Simple Class) |
18.90%
May 2023 – May 2026 |
13.65%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart