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MainStay Epoch U.S. Equity Yield Fund (EPLMX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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21.15
-0.06
(-0.28%)
As of 08:05AM EDT. Market open.
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
9.32%
5-year average return
0.00%
Number of years up
2
Number of years down
1
Best 1-yr total return (30 June 2024)
21.88%
Worst 1-yr total return (30 June 2024)
N/A
Best 3-yr total return
21.88%
Worst 3-yr total return
8.34%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
EPLMX
Category
YTD
8.83%
4.44%
1-month
3.78%
-4.04%
3-month
4.69%
4.09%
1-year
21.82%
14.37%
3-year
6.59%
6.04%
5-year
9.49%
9.20%
10-year
8.36%
8.57%
Last bull market
20.87%
22.97%
Last bear market
-8.40%
-11.27%
Annual total return (%) history
Year
EPLMX
Category
2024
N/A
N/A
2023
7.92%
11.63%
2022
-3.31%
-5.90%
2021
21.88%
26.22%
2020
N/A
2.91%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
8.62%
N/A
N/A
N/A
2023
-1.48%
3.51%
-2.75%
8.82%
2022
-0.38%
-8.40%
-6.58%
13.43%
2021
8.06%
4.63%
-0.92%
8.79%
2020
11.30%
N/A
N/A
N/A
Rank in category (by total return)
YTD
31
1-month
19
3-month
33
1-year
56
3-year
45
5-year
84
Load adjusted returns
1-year
21.82%
3-year
6.59%
5-year
9.49%
10-year
8.36%
Data disclaimer
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