Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EPSIX (MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND INVESTOR CLASS) | 18.24% | 32.79% | 21.46% | 12.52% | 9.80% | 9.04% | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EPSIX (MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND INVESTOR CLASS) | 11/17/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.06 | 32.79 | 21.46 | 12.52 | 9.80 | 9.04 | NA | … | … | 18.24 | 21.75 | 15.00 | 12.12 | -5.66 | 17.05 | -1.61 | 20.53 | -9.46 | 16.66 | 6.44 | -4.89 | 6.21 | 23.58 | 10.54 | 5.55 | 12.13 | 0.73 |
| Sharpe Ratio | NA | 3.04 | 1.58 | 0.76 | 0.54 | NA | NA | … | … | 3.93 | 1.38 | 1.16 | 0.79 | -0.39 | 1.60 | -0.06 | 2.20 | -0.97 | 2.81 | 0.49 | -0.36 | 0.68 | 2.47 | 0.97 | 0.28 | 0.75 | 0.48 |
| Standard Deviation(%) | NA | 10.15 | 11.55 | 13.03 | 14.95 | NA | NA | … | … | 11.80 | 13.70 | 9.78 | 10.87 | 18.12 | 10.64 | 31.80 | 8.65 | 11.17 | 5.71 | 12.69 | 13.53 | 9.05 | 9.55 | 10.90 | 19.47 | 15.99 | 13.04 |
| Draw Down(%) | NA | 7.22 | 12.98 | 19.11 | 36.41 | NA | NA | … | … | 7.22 | 12.98 | 5.97 | 9.99 | 19.11 | 4.86 | 36.41 | 5.20 | 15.84 | 2.34 | 7.51 | 12.27 | 8.48 | 6.97 | 8.50 | 14.40 | 12.37 | 2.18 |
| Yield(%) | 0.00 | 7.46 | 7.46 | 5.24 | 5.15 | 5.68 | 5.23 | … | … | 0.00 | 8.93 | 10.27 | 2.61 | 2.14 | 2.73 | 2.37 | 5.57 | 7.88 | 2.82 | 2.53 | 8.18 | 6.33 | 3.46 | 3.07 | 3.29 | 3.44 | 0.00 |
Data as of 06/03/2026, Common starting date is 11/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPSIX (MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND INVESTOR CLASS) |
-3.34%
Mar 2017 – Mar 2020 |
-0.55%
Mar 2015 – Mar 2020 |
4.23%
Oct 2013 – Oct 2023 |
7.84%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPSIX (MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND INVESTOR CLASS) |
22.08%
May 2023 – May 2026 |
14.34%
Oct 2020 – Oct 2025 |
9.94%
Feb 2016 – Feb 2026 |
9.20%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart