Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EPSRX (MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS R6) | 15.97% | 28.78% | 20.51% | 12.32% | 10.00% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/18/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EPSRX (MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS R6) | 06/18/2013 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.98 | 28.78 | 20.51 | 12.32 | 10.00 | NA | NA | … | … | 15.97 | 14.31 | 15.58 | 12.51 | -5.28 | 17.52 | -2.44 | 21.03 | -9.15 | 17.03 | 7.39 | -4.51 | 6.63 | 8.76 |
| Sharpe Ratio | NA | 2.70 | 1.55 | 0.76 | 0.55 | NA | NA | … | … | 3.35 | 0.77 | 1.22 | 0.82 | -0.37 | 1.64 | -0.08 | 2.27 | -0.94 | 2.88 | 0.57 | -0.34 | 0.74 | 1.81 |
| Standard Deviation(%) | NA | 10.38 | 11.59 | 13.08 | 15.00 | NA | NA | … | … | 12.00 | 15.10 | 9.81 | 10.86 | 18.17 | 10.68 | 31.91 | 8.62 | 11.19 | 5.71 | 12.69 | 13.52 | 8.97 | 9.29 |
| Draw Down(%) | NA | 7.19 | 12.96 | 18.90 | 36.39 | NA | NA | … | … | 7.19 | 12.96 | 5.93 | 9.87 | 18.90 | 4.73 | 36.39 | 5.25 | 15.58 | 2.35 | 7.37 | 12.05 | 8.40 | 5.17 |
| Yield(%) | 0.00 | 7.79 | 7.90 | 5.67 | 5.67 | 4.96 | 3.72 | … | … | 0.00 | 9.53 | 10.91 | 3.10 | 2.56 | 3.21 | 2.72 | 5.97 | 8.26 | 3.23 | 3.48 | 8.54 | 6.69 | 1.39 |
Data as of 06/10/2026, Common starting date is 06/18/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPSRX (MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS R6) |
-2.96%
Mar 2017 – Mar 2020 |
-0.07%
Mar 2015 – Mar 2020 |
4.55%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPSRX (MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS R6) |
22.53%
May 2023 – May 2026 |
14.81%
Oct 2020 – Oct 2025 |
10.29%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart