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

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.38+0.06 (+0.30%)
At close: 09:00PM EDT

Risk overview

Morningstar risk rating★★
Number of years up3
Number of years down3
Best 1-yr total return (23 Jan 2024)23.27%
Worst 1-yr total return (23 Jan 2024)N/A

Risk statistics

3 years
EPLTXCategory average
5 years
EPLTXCategory average
10 years
EPLTXCategory average
Alpha
0.15-0.01
-3.44-0.03
-1.53-0.03
BETA
0.760.01
0.820.01
0.80.01
Mean annual return
0.770.01
0.860.01
0.730.01
R-squared
80.010.78
85.370.83
83.940.84
Standard deviation
14.920.17
16.410.19
13.260.16
Sharpe ratio
0.450
0.510
0.560.01
Treynor ratio
7.750.04
8.970.07
8.580.08