Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EPLRX (MainStay Epoch US Equity Yield Fund Cl R) | NA | 13.43% | 9.97% | 8.82% | NA | NA | NA | … | … |
Data as of 02/26/2024, Common starting date is 05/09/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EPLRX (MainStay Epoch US Equity Yield Fund Cl R) | 05/09/2017 | 02/26/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.63 | 13.43 | 9.97 | 8.82 | NA | NA | NA | … | … | 3.94 | 8.63 | -2.72 | 22.70 | 0.08 | 23.86 | -5.47 | 10.86 |
| Sharpe Ratio | NA | 0.85 | 0.56 | 0.38 | NA | NA | NA | … | … | 2.86 | 0.38 | -0.23 | 1.93 | 0.00 | 2.32 | -0.52 | 2.99 |
| Standard Deviation(%) | NA | 10.96 | 14.04 | 19.19 | NA | NA | NA | … | … | 8.91 | 11.59 | 18.27 | 11.77 | 33.82 | 9.69 | 13.16 | 5.52 |
| Draw Down(%) | NA | 9.15 | 16.20 | 35.87 | NA | NA | NA | … | … | 2.05 | 9.15 | 16.20 | 4.86 | 35.87 | 4.53 | 14.24 | 2.70 |
| Yield(%) | 0.00 | 5.56 | 4.11 | 3.97 | 3.12 | 2.08 | 1.56 | … | … | 0.00 | 5.53 | 3.44 | 2.12 | 2.15 | 4.68 | 5.06 | 5.28 |
Data as of 02/26/2024, 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 |
|---|---|---|---|---|
| EPLRX (MainStay Epoch US Equity Yield Fund Cl R) |
2.15%
Oct 2017 – Oct 2020 |
5.35%
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 |
|---|---|---|---|---|
| EPLRX (MainStay Epoch US Equity Yield Fund Cl R) |
15.69%
Mar 2020 – Mar 2023 |
9.96%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart