Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MECFX (MAINSTAY EPOCH CAPITAL GROWTH FUND CLASS I) | 7.95% | 18.72% | 15.74% | 10.00% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/07/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MECFX (MAINSTAY EPOCH CAPITAL GROWTH FUND CLASS I) | 07/07/2016 | 06/04/2026 |
| 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 (%) | 1.32 | 18.72 | 15.74 | 10.00 | NA | NA | NA | … | … | 7.95 | 13.75 | 11.30 | 29.68 | -19.18 | 25.77 | 97.80 | 28.63 | -8.46 | 27.12 | 4.26 |
| Sharpe Ratio | NA | 1.24 | 0.91 | 0.44 | NA | NA | NA | … | … | 1.02 | 0.68 | 0.63 | 2.10 | -0.84 | 1.86 | 1.86 | 2.34 | -0.66 | 4.19 | 0.95 |
| Standard Deviation(%) | NA | 12.46 | 13.71 | 16.39 | NA | NA | NA | … | … | 14.63 | 15.95 | 12.18 | 12.51 | 24.66 | 13.85 | 52.19 | 11.62 | 14.99 | 6.34 | 9.13 |
| Draw Down(%) | NA | 9.90 | 16.53 | 29.23 | NA | NA | NA | … | … | 9.90 | 16.53 | 8.20 | 10.84 | 28.92 | 7.66 | 30.37 | 6.77 | 19.38 | 2.40 | 7.04 |
| Yield(%) | 0.00 | 8.57 | 5.67 | 7.77 | 16.69 | 11.13 | 8.35 | … | … | 0.00 | 8.88 | 5.12 | 0.74 | 1.16 | 27.47 | 63.77 | 6.75 | 7.19 | 4.32 | 0.34 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| MECFX (MAINSTAY EPOCH CAPITAL GROWTH FUND CLASS I) |
5.27%
Dec 2021 – Dec 2024 |
9.21%
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 |
|---|---|---|---|---|
| MECFX (MAINSTAY EPOCH CAPITAL GROWTH FUND CLASS I) |
47.36%
Dec 2018 – Dec 2021 |
30.08%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart