Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EPSPX (MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS A) | 18.28% | 32.85% | 21.53% | 12.59% | 9.90% | 9.10% | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/15/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EPSPX (MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS A) | 08/15/2006 | 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 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.09 | 32.85 | 21.53 | 12.59 | 9.90 | 9.10 | NA | … | … | 18.28 | 21.76 | 15.11 | 12.24 | -5.65 | 17.19 | -1.63 | 20.57 | -9.43 | 16.52 | 7.05 | -4.86 | 6.21 | 23.61 | 10.66 | 5.50 | 11.98 | 22.48 | -32.19 | 8.40 | 12.10 |
| Sharpe Ratio | NA | 3.04 | 1.59 | 0.77 | 0.55 | NA | NA | … | … | 3.95 | 1.38 | 1.17 | 0.80 | -0.39 | 1.61 | -0.06 | 2.21 | -0.97 | 2.79 | 0.54 | -0.36 | 0.69 | 2.49 | 0.98 | 0.28 | 0.74 | 1.19 | -1.15 | 0.45 | 6.30 |
| Standard Deviation(%) | NA | 10.15 | 11.58 | 13.04 | 14.96 | NA | NA | … | … | 11.79 | 13.74 | 9.82 | 10.86 | 18.12 | 10.67 | 31.83 | 8.63 | 11.18 | 5.70 | 12.62 | 13.47 | 9.00 | 9.48 | 10.87 | 19.36 | 16.02 | 18.75 | 28.81 | 11.76 | 5.06 |
| Draw Down(%) | NA | 7.20 | 12.98 | 19.12 | 36.38 | NA | NA | … | … | 7.20 | 12.98 | 5.95 | 9.99 | 19.12 | 4.84 | 36.38 | 5.24 | 15.84 | 2.34 | 7.36 | 12.24 | 8.47 | 7.01 | 8.50 | 14.39 | 12.50 | 21.54 | 41.21 | 9.78 | 1.28 |
| Yield(%) | 0.00 | 7.49 | 7.52 | 5.29 | 5.23 | 5.75 | 5.34 | … | … | 0.00 | 8.98 | 10.34 | 2.70 | 2.18 | 2.78 | 2.39 | 5.58 | 7.89 | 2.78 | 3.09 | 8.18 | 6.33 | 3.52 | 3.06 | 3.24 | 3.24 | 2.93 | 3.47 | 9.49 | 0.65 |
Data as of 06/03/2026, Common starting date is 08/15/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPSPX (MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS A) |
-8.53%
May 2007 – May 2010 |
-0.75%
May 2007 – May 2012 |
4.30%
Oct 2013 – Oct 2023 |
3.71%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPSPX (MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS A) |
22.15%
May 2023 – May 2026 |
18.42%
Feb 2009 – Feb 2014 |
11.02%
Feb 2009 – Feb 2019 |
9.61%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart