Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EPSYX (MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I) | 16.48% | 30.68% | 21.18% | 12.35% | 9.96% | 9.32% | 8.26% | … | … |
Data as of 06/05/2026, Common starting date is 12/29/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EPSYX (MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I) | 12/29/2005 | 06/05/2026 |
| 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 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.10 | 30.68 | 21.18 | 12.35 | 9.96 | 9.32 | 8.26 | … | … | 16.48 | 22.09 | 15.49 | 12.39 | -5.37 | 17.41 | -1.37 | 20.92 | -9.25 | 16.85 | 7.25 | -4.57 | 6.48 | 23.94 | 10.87 | 5.75 | 12.26 | 22.49 | -32.09 | 8.27 | 25.35 | -0.27 |
| Sharpe Ratio | NA | 3.07 | 1.61 | 0.79 | 0.57 | NA | NA | … | … | 3.97 | 1.41 | 1.21 | 0.81 | -0.38 | 1.64 | -0.05 | 2.26 | -0.96 | 2.86 | 0.56 | -0.34 | 0.72 | 2.51 | 1.00 | 0.29 | 0.76 | 1.19 | -1.14 | 0.44 | 2.86 | NA |
| Standard Deviation(%) | NA | 10.15 | 11.56 | 13.03 | 14.96 | NA | NA | … | … | 11.77 | 13.72 | 9.78 | 10.85 | 18.15 | 10.63 | 31.83 | 8.60 | 11.17 | 5.69 | 12.66 | 13.53 | 9.01 | 9.51 | 10.88 | 19.43 | 16.06 | 18.84 | 28.90 | 11.79 | 7.71 | 0.00 |
| Draw Down(%) | NA | 7.22 | 12.96 | 18.92 | 36.35 | NA | NA | … | … | 7.22 | 12.96 | 5.90 | 9.95 | 18.92 | 4.79 | 36.35 | 5.20 | 15.64 | 2.33 | 7.37 | 12.15 | 8.38 | 6.97 | 8.46 | 14.36 | 12.39 | 21.61 | 41.13 | 9.98 | 7.61 | 0.27 |
| Yield(%) | 0.00 | 7.69 | 7.81 | 5.51 | 5.49 | 6.10 | 5.85 | … | … | 0.00 | 9.28 | 10.65 | 2.96 | 2.43 | 3.06 | 2.62 | 5.87 | 8.15 | 3.06 | 3.35 | 8.43 | 6.59 | 3.78 | 3.31 | 3.49 | 3.48 | 3.18 | 3.65 | 9.69 | 4.15 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/29/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPSYX (MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I) |
-9.02%
Feb 2006 – Feb 2009 |
-0.64%
May 2007 – May 2012 |
4.56%
Oct 2013 – Oct 2023 |
3.93%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPSYX (MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I) |
22.45%
May 2023 – May 2026 |
18.68%
Feb 2009 – Feb 2014 |
11.28%
Feb 2009 – Feb 2019 |
9.86%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart