Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MOPCX (MAINSTAY EPOCH U.S. SMALL CAP FUND CLASS C) | 27.73% | 55.61% | 22.36% | 0.46% | 4.25% | 5.62% | 4.24% | … | … |
Data as of 06/04/2026, Common starting date is 01/23/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MOPCX (MAINSTAY EPOCH U.S. SMALL CAP FUND CLASS C) | 01/23/2003 | 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.62 | 55.61 | 22.36 | 0.46 | 4.25 | 5.62 | 4.24 | … | … | 27.73 | 13.75 | 16.22 | 8.09 | -20.01 | -18.03 | 8.63 | 16.21 | -17.50 | 14.22 | 14.50 | -5.07 | 5.07 | 35.98 | 11.17 | -4.08 | 23.02 | 46.94 | -37.32 | -18.11 | 11.63 | 9.86 | 24.19 | 45.56 |
| Sharpe Ratio | NA | 2.78 | 0.92 | -0.08 | 0.10 | NA | NA | … | … | 3.41 | 0.49 | 0.48 | 0.19 | -0.74 | -0.46 | 0.19 | 0.93 | -1.18 | 1.27 | 0.89 | -0.34 | 0.37 | 2.79 | 0.71 | -0.14 | 1.09 | 1.18 | -0.80 | -0.95 | 0.50 | 0.51 | 1.47 | 3.28 |
| Standard Deviation(%) | NA | 18.63 | 20.89 | 26.98 | 25.62 | NA | NA | … | … | 20.73 | 22.43 | 20.15 | 20.28 | 29.05 | 39.63 | 43.75 | 15.97 | 16.06 | 10.77 | 16.05 | 14.85 | 13.64 | 12.87 | 15.71 | 29.57 | 21.10 | 39.60 | 47.39 | 22.20 | 16.82 | 15.12 | 15.83 | 14.77 |
| Draw Down(%) | NA | 10.03 | 27.31 | 53.60 | 53.60 | NA | NA | … | … | 10.03 | 25.75 | 9.97 | 22.74 | 27.79 | 37.45 | 45.35 | 11.83 | 25.00 | 7.81 | 12.94 | 11.96 | 10.68 | 5.55 | 12.97 | 26.48 | 18.03 | 36.32 | 52.09 | 26.18 | 13.72 | 10.67 | 12.66 | 5.30 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.16 | 2.84 | 2.84 | 2.45 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 1.12 | 0.00 | 0.00 | 0.00 | 14.54 | 10.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.11 | 0.00 | 0.02 | 0.00 | 0.99 | 10.12 | 0.00 | 10.32 | 17.29 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/23/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MOPCX (MAINSTAY EPOCH U.S. SMALL CAP FUND CLASS C) |
-25.75%
Feb 2006 – Feb 2009 |
-11.26%
Feb 2004 – Feb 2009 |
-1.83%
Oct 2013 – Oct 2023 |
0.94%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MOPCX (MAINSTAY EPOCH U.S. SMALL CAP FUND CLASS C) |
36.00%
Feb 2009 – Feb 2012 |
28.47%
Feb 2009 – Feb 2014 |
15.75%
Feb 2009 – Feb 2019 |
9.39%
Feb 2003 – Feb 2018 |
Annualized Rolling Returns Comparison Chart