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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

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.67%
5-year average return7.01%
Number of years up4
Number of years down3
Best 1-yr total return (23 Jan 2024)20.12%
Worst 1-yr total return (23 Jan 2024)N/A
Best 3-yr total return20.12%
Worst 3-yr total return2.00%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEPSHXCategory
YTD11.69%14.38%
1-month4.77%-1.21%
3-month8.96%5.03%
1-year11.69%39.50%
3-year6.99%9.11%
5-year7.59%10.10%
10-year4.94%7.90%
Last bull market32.11%15.53%
Last bear market-9.24%-17.52%

Annual total return (%) history

Year
EPSHXCategory
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/A9.24%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20232.50%3.89%-3.74%8.96%
2022-0.87%-9.24%-8.70%14.45%
20217.05%4.56%-2.02%6.35%
2020-24.86%11.90%4.45%11.58%
201910.22%1.28%1.56%5.95%
2018-5.00%0.15%3.10%-8.08%
20175.95%2.85%3.29%3.19%
20162.58%-0.60%-1.05%N/A

Rank in category (by total return)

YTD73
1-month56
3-month54
1-year73
3-year61
5-year83

Load adjusted returns

1-year11.69%
3-year6.99%
5-year7.59%
10-year4.94%