Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MECEX (MAINSTAY EPOCH CAPITAL GROWTH FUND CLASS C) | 6.97% | 17.22% | 14.15% | 8.70% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 07/07/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MECEX (MAINSTAY EPOCH CAPITAL GROWTH FUND CLASS C) | 07/07/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.20 | 17.22 | 14.15 | 8.70 | NA | NA | NA | … | … | 6.97 | 4.87 | 5.36 | 28.16 | -21.07 | -5.49 | 62.10 | 27.03 | -9.55 | 25.63 | 3.82 |
| Sharpe Ratio | NA | 1.11 | 0.81 | 0.36 | NA | NA | NA | … | … | 0.93 | 0.11 | -0.10 | 1.92 | -0.91 | -0.18 | 1.10 | 2.20 | -0.72 | 3.88 | 0.85 |
| Standard Deviation(%) | NA | 12.46 | 13.70 | 16.41 | NA | NA | NA | … | … | 14.59 | 18.05 | 12.95 | 12.55 | 24.69 | 29.93 | 55.72 | 11.67 | 15.10 | 6.47 | 9.14 |
| Draw Down(%) | NA | 10.13 | 16.69 | 29.94 | NA | NA | NA | … | … | 10.13 | 16.69 | 8.39 | 11.11 | 29.67 | 27.72 | 30.47 | 6.88 | 19.82 | 2.50 | 7.23 |
| Yield(%) | 0.00 | 8.84 | 5.36 | 7.68 | 15.85 | 10.57 | 7.92 | … | … | 0.00 | 9.07 | 4.76 | 0.04 | 0.85 | 28.09 | 63.24 | 5.91 | 6.34 | 3.50 | 0.00 |
Data as of 06/03/2026, Common starting date is 07/07/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MECEX (MAINSTAY EPOCH CAPITAL GROWTH FUND CLASS C) |
3.95%
Dec 2021 – Dec 2024 |
7.84%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MECEX (MAINSTAY EPOCH CAPITAL GROWTH FUND CLASS C) |
45.59%
Dec 2018 – Dec 2021 |
28.52%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart