Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EPLPX (MAINSTAY EPOCH U.S. EQUITY YIELD FUND CLASS A) | 12.75% | 24.06% | 18.43% | 10.87% | 10.45% | 10.69% | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/13/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EPLPX (MAINSTAY EPOCH U.S. EQUITY YIELD FUND CLASS A) | 11/13/2008 | 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 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.74 | 24.06 | 18.43 | 10.87 | 10.45 | 10.69 | NA | … | … | 12.75 | 13.67 | 18.07 | 8.46 | -4.30 | 22.52 | -0.10 | 23.72 | -5.60 | 16.05 | 13.79 | -2.71 | 14.40 | 29.94 | 12.48 | -0.06 | 12.45 | 26.70 | 0.00 |
| Sharpe Ratio | NA | 2.27 | 1.30 | 0.62 | 0.56 | NA | NA | … | … | 2.80 | 0.74 | 1.43 | 0.42 | -0.32 | 1.92 | -0.01 | 2.29 | -0.53 | 2.82 | 1.28 | -0.20 | 1.47 | 2.90 | 1.01 | 0.00 | 0.68 | 1.13 | 0.00 |
| Standard Deviation(%) | NA | 9.78 | 11.93 | 13.44 | 15.68 | NA | NA | … | … | 10.83 | 14.65 | 10.11 | 11.61 | 18.19 | 11.73 | 33.78 | 9.69 | 13.14 | 5.49 | 10.63 | 13.68 | 9.76 | 10.31 | 12.38 | 26.16 | 18.23 | 23.56 | NA |
| Draw Down(%) | NA | 6.38 | 14.36 | 16.29 | 35.84 | NA | NA | … | … | 6.38 | 13.90 | 6.98 | 9.23 | 16.29 | 4.85 | 35.84 | 4.58 | 14.33 | 2.75 | 6.56 | 11.74 | 5.62 | 5.88 | 10.85 | 21.59 | 16.49 | 19.33 | 0.00 |
| Yield(%) | 0.00 | 6.92 | 8.43 | 5.66 | 5.82 | 7.07 | 7.84 | … | … | 0.00 | 7.53 | 11.25 | 5.44 | 1.90 | 1.98 | 2.04 | 4.55 | 4.96 | 5.34 | 2.04 | 5.82 | 5.63 | 7.01 | 22.70 | 5.53 | 11.11 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 11/13/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPLPX (MAINSTAY EPOCH U.S. EQUITY YIELD FUND CLASS A) |
-0.66%
Mar 2017 – Mar 2020 |
2.84%
Mar 2015 – Mar 2020 |
7.27%
Oct 2013 – Oct 2023 |
9.55%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPLPX (MAINSTAY EPOCH U.S. EQUITY YIELD FUND CLASS A) |
20.70%
Sep 2011 – Sep 2014 |
17.25%
Feb 2009 – Feb 2014 |
12.88%
Feb 2009 – Feb 2019 |
11.33%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart