Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MECVX (MAINSTAY EPOCH CAPITAL GROWTH FUND INVESTOR CLASS) | 7.30% | 18.06% | 15.00% | 9.52% | 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 |
|---|---|---|
| MECVX (MAINSTAY EPOCH CAPITAL GROWTH FUND INVESTOR CLASS) | 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 (%) | 1.23 | 18.06 | 15.00 | 9.52 | NA | NA | NA | … | … | 7.30 | 13.10 | 10.52 | 29.35 | -19.62 | 25.00 | 95.06 | 28.01 | -8.91 | 26.65 | 4.14 |
| Sharpe Ratio | NA | 1.18 | 0.87 | 0.41 | NA | NA | NA | … | … | 0.98 | 0.64 | 0.57 | 2.07 | -0.86 | 1.80 | 1.83 | 2.29 | -0.69 | 4.01 | 0.93 |
| Standard Deviation(%) | NA | 12.51 | 13.73 | 16.39 | NA | NA | NA | … | … | 14.59 | 16.02 | 12.18 | 12.51 | 24.60 | 13.88 | 51.39 | 11.59 | 14.99 | 6.51 | 9.03 |
| Draw Down(%) | NA | 10.06 | 16.57 | 29.51 | NA | NA | NA | … | … | 10.06 | 16.57 | 8.19 | 10.98 | 29.25 | 7.74 | 30.36 | 6.79 | 19.47 | 2.40 | 7.04 |
| Yield(%) | 0.00 | 8.26 | 5.24 | 7.54 | 16.07 | 10.72 | 8.04 | … | … | 0.00 | 8.51 | 4.62 | 0.41 | 0.81 | 27.36 | 62.35 | 6.22 | 6.68 | 4.05 | 0.22 |
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 |
|---|---|---|---|---|
| MECVX (MAINSTAY EPOCH CAPITAL GROWTH FUND INVESTOR CLASS) |
4.74%
Dec 2021 – Dec 2024 |
8.64%
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 |
|---|---|---|---|---|
| MECVX (MAINSTAY EPOCH CAPITAL GROWTH FUND INVESTOR CLASS) |
46.14%
Dec 2018 – Dec 2021 |
29.20%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart