Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EPLSX (MainStay Epoch US Equity Yield Fund Cl R) | NA | 13.20% | 9.70% | 8.56% | 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 |
|---|---|---|
| EPLSX (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 (%) | 1.65 | 13.20 | 9.70 | 8.56 | NA | NA | NA | … | … | 3.93 | 8.35 | -2.91 | 22.33 | -0.12 | 23.59 | -5.76 | 10.71 |
| Sharpe Ratio | NA | 0.83 | 0.54 | 0.37 | NA | NA | NA | … | … | 2.85 | 0.35 | -0.24 | 1.91 | -0.01 | 2.30 | -0.54 | 2.98 |
| Standard Deviation(%) | NA | 11.02 | 14.04 | 19.18 | NA | NA | NA | … | … | 8.94 | 11.65 | 18.26 | 11.70 | 33.81 | 9.64 | 13.09 | 5.46 |
| Draw Down(%) | NA | 9.25 | 16.29 | 35.86 | NA | NA | NA | … | … | 2.02 | 9.25 | 16.29 | 4.88 | 35.86 | 4.58 | 14.42 | 2.70 |
| Yield(%) | 0.00 | 5.38 | 3.87 | 3.73 | 2.96 | 1.97 | 1.48 | … | … | 0.00 | 5.35 | 3.23 | 1.86 | 1.95 | 4.44 | 4.86 | 5.15 |
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 |
|---|---|---|---|---|
| EPLSX (MainStay Epoch US Equity Yield Fund Cl R) |
1.91%
Oct 2017 – Oct 2020 |
5.09%
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 |
|---|---|---|---|---|
| EPLSX (MainStay Epoch US Equity Yield Fund Cl R) |
15.42%
Mar 2020 – Mar 2023 |
9.70%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart