Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EPSHX (MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS R3) | NA | 12.55% | 7.56% | 6.41% | NA | NA | NA | … | … |
Data as of 02/26/2024, Common starting date is 03/02/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EPSHX (MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS R3) | 03/02/2016 | 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 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.46 | 12.55 | 7.56 | 6.41 | NA | NA | NA | … | … | 2.81 | 11.81 | -6.00 | 16.63 | -2.00 | 20.13 | -9.84 | 16.15 | 5.96 |
| Sharpe Ratio | NA | 0.85 | 0.41 | 0.27 | NA | NA | NA | … | … | 1.87 | 0.70 | -0.41 | 1.56 | -0.07 | 2.17 | -1.00 | 2.73 | 0.60 |
| Standard Deviation(%) | NA | 10.43 | 13.57 | 18.15 | NA | NA | NA | … | … | 8.85 | 10.90 | 18.18 | 10.64 | 31.79 | 8.61 | 11.20 | 5.71 | 11.61 |
| Draw Down(%) | NA | 10.07 | 19.35 | 36.45 | NA | NA | NA | … | … | 1.90 | 10.07 | 19.35 | 4.93 | 36.45 | 5.30 | 16.13 | 2.36 | 7.13 |
| Yield(%) | 0.00 | 2.25 | 2.24 | 2.75 | 2.86 | 1.90 | 1.43 | … | … | 0.00 | 2.29 | 1.80 | 2.35 | 2.03 | 5.15 | 7.48 | 2.42 | 2.76 |
Data as of 02/26/2024, Common starting date is 03/02/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPSHX (MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS R3) |
-3.73%
Mar 2017 – Mar 2020 |
0.96%
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 |
|---|---|---|---|---|
| EPSHX (MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS R3) |
13.59%
Mar 2020 – Mar 2023 |
7.61%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart