Australia markets open in 9 hours 2 minutes

MainStay Epoch U.S. Equity Yield Fund (EPLMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
21.15-0.06 (-0.28%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.32%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (30 June 2024)21.88%
Worst 1-yr total return (30 June 2024)N/A
Best 3-yr total return21.88%
Worst 3-yr total return8.34%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEPLMXCategory
YTD8.83%4.44%
1-month3.78%-4.04%
3-month4.69%4.09%
1-year21.82%14.37%
3-year6.59%6.04%
5-year9.49%9.20%
10-year8.36%8.57%
Last bull market20.87%22.97%
Last bear market-8.40%-11.27%

Annual total return (%) history

Year
EPLMXCategory
2024
N/AN/A
2023
7.92%11.63%
2022
-3.31%-5.90%
2021
21.88%26.22%
2020
N/A2.91%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.62%N/AN/AN/A
2023-1.48%3.51%-2.75%8.82%
2022-0.38%-8.40%-6.58%13.43%
20218.06%4.63%-0.92%8.79%
202011.30%N/AN/AN/A

Rank in category (by total return)

YTD31
1-month19
3-month33
1-year56
3-year45
5-year84

Load adjusted returns

1-year21.82%
3-year6.59%
5-year9.49%
10-year8.36%