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New Zealand markets close in 2 hours 56 minutes
NZX 50
11,785.98
+9.25
(+0.08%)
NZD/USD
0.6083
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(+0.09%)
NZD/EUR
0.5659
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(+0.18%)
ALL ORDS
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ASX 200
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OIL
83.11
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(+0.36%)
MainStay Epoch Global Equity Yield Fund (EPSHX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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21.57
+0.06
(+0.28%)
At close: 09:00PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
0.67%
5-year average return
7.01%
Number of years up
4
Number of years down
3
Best 1-yr total return (23 Jan 2024)
20.12%
Worst 1-yr total return (23 Jan 2024)
N/A
Best 3-yr total return
20.12%
Worst 3-yr total return
2.00%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
EPSHX
Category
YTD
11.69%
14.38%
1-month
4.77%
-1.21%
3-month
8.96%
5.03%
1-year
11.69%
39.50%
3-year
6.99%
9.11%
5-year
7.59%
10.10%
10-year
4.94%
7.90%
Last bull market
32.11%
15.53%
Last bear market
-9.24%
-17.52%
Annual total return (%) history
Year
EPSHX
Category
2023
11.69%
N/A
2022
-5.99%
N/A
2021
16.63%
N/A
2020
-2.01%
2.50%
2019
20.12%
20.73%
2018
-9.84%
-10.41%
2017
16.15%
18.90%
2016
N/A
9.24%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2023
2.50%
3.89%
-3.74%
8.96%
2022
-0.87%
-9.24%
-8.70%
14.45%
2021
7.05%
4.56%
-2.02%
6.35%
2020
-24.86%
11.90%
4.45%
11.58%
2019
10.22%
1.28%
1.56%
5.95%
2018
-5.00%
0.15%
3.10%
-8.08%
2017
5.95%
2.85%
3.29%
3.19%
2016
2.58%
-0.60%
-1.05%
N/A
Rank in category (by total return)
YTD
73
1-month
56
3-month
54
1-year
73
3-year
61
5-year
83
Load adjusted returns
1-year
11.69%
3-year
6.99%
5-year
7.59%
10-year
4.94%
Data disclaimer
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