Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EPSZX (MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS R2) | NA | -1,221.84% | nan% | nan% | NA | NA | NA | … | … |
Data as of 02/26/2024, Common starting date is 03/06/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EPSZX (MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS R2) | 03/06/2014 | 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 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.41 | -1,221.84 | nan | nan | NA | NA | NA | … | … | 2.86 | -1,214.53 | -5.79 | 17.02 | -1.79 | 20.41 | -9.61 | 16.46 | 6.89 | -4.90 | 2.87 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | 1.92 | NA | -0.40 | 1.60 | -0.06 | 2.20 | -0.98 | 2.78 | 0.53 | -0.36 | 0.40 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 8.80 | NA | 18.14 | 10.65 | 31.84 | 8.62 | 11.17 | 5.72 | 12.67 | 13.53 | 8.63 |
| Draw Down(%) | NA | 1,221.84 | 1,163.64 | 1,163.64 | NA | NA | NA | … | … | 0.72 | 1,162.01 | 19.20 | 4.86 | 36.42 | 5.24 | 15.95 | 2.36 | 7.35 | 12.28 | 8.50 |
| Yield(%) | 0.00 | 112.55 | 41.46 | 26.85 | 14.74 | 9.83 | 7.37 | … | … | 0.00 | 114.89 | 2.04 | 2.57 | 2.25 | 5.43 | 7.69 | 2.67 | 3.00 | 8.09 | 5.38 |
Data as of 02/26/2024, Common starting date is 03/06/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPSZX (MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS R2) |
-3.47%
Mar 2017 – Mar 2020 |
-0.56%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPSZX (MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS R2) |
11.44%
Dec 2018 – Dec 2021 |
7.82%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart