Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EPLTX (MainStay Epoch US Equity Yield Fund Cl R) | NA | 12.97% | 9.45% | 8.29% | 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 |
|---|---|---|
| EPLTX (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 | 12.97 | 9.45 | 8.29 | NA | NA | NA | … | … | 3.87 | 8.13 | -3.17 | 22.07 | -0.45 | 23.28 | -5.93 | 10.53 |
| Sharpe Ratio | NA | 0.81 | 0.53 | 0.35 | NA | NA | NA | … | … | 2.83 | 0.34 | -0.25 | 1.88 | -0.02 | 2.25 | -0.55 | 2.89 |
| Standard Deviation(%) | NA | 10.99 | 14.05 | 19.18 | NA | NA | NA | … | … | 8.83 | 11.63 | 18.28 | 11.74 | 33.78 | 9.72 | 13.20 | 5.54 |
| Draw Down(%) | NA | 9.26 | 16.42 | 35.86 | NA | NA | NA | … | … | 2.02 | 9.26 | 16.42 | 4.89 | 35.86 | 4.58 | 14.63 | 2.74 |
| Yield(%) | 0.00 | 5.12 | 3.58 | 3.44 | 2.76 | 1.84 | 1.38 | … | … | 0.00 | 5.09 | 2.98 | 1.56 | 1.72 | 4.15 | 4.61 | 4.98 |
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 |
|---|---|---|---|---|
| EPLTX (MainStay Epoch US Equity Yield Fund Cl R) |
1.67%
Oct 2017 – Oct 2020 |
4.83%
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 |
|---|---|---|---|---|
| EPLTX (MainStay Epoch US Equity Yield Fund Cl R) |
15.11%
Mar 2020 – Mar 2023 |
9.42%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart