New Zealand markets closed

MainStay Epoch Global Equity Yield Fund (EPSPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
22.65+0.10 (+0.44%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.06%
5-year average return7.32%
Number of years up12
Number of years down5
Best 1-yr total return (2 Jul 2024)23.60%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return23.60%
Worst 3-yr total return2.41%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEPSPXCategory
YTD9.33%14.38%
1-month0.82%-1.21%
3-month2.32%5.03%
1-year14.85%39.50%
3-year6.50%9.11%
5-year7.52%10.10%
10-year5.35%7.90%
Last bull market19.80%15.53%
Last bear market-9.19%-17.52%

Annual total return (%) history

Year
EPSPXCategory
2024
N/AN/A
2023
12.11%N/A
2022
-5.63%N/A
2021
17.19%N/A
2020
-1.64%2.50%
2019
20.57%20.73%
2018
-9.43%-10.41%
2017
16.52%18.90%
2016
7.05%9.24%
2015
-4.87%-3.06%
2014
6.21%3.61%
2013
23.60%25.36%
2012
10.66%14.28%
2011
5.50%-3.44%
2010
11.83%11.90%
2009
22.47%29.76%
2008
-32.19%-36.88%
2007
8.40%7.10%
2006
N/A19.86%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.86%2.32%N/AN/A
20232.60%4.03%-3.66%9.03%
2022-0.80%-9.19%-8.54%14.54%
20217.22%4.67%-1.93%6.48%
2020-24.75%11.94%4.61%11.62%
201910.34%1.37%1.59%6.11%
2018-4.91%0.25%3.23%-7.97%
20175.99%2.93%3.47%3.23%
20165.81%2.61%-0.48%-0.93%
2015-0.32%-1.77%-4.79%2.05%
20143.12%5.66%-3.08%0.59%
20137.77%1.27%6.38%6.46%
20125.39%-0.28%4.08%1.17%
20115.41%3.55%-10.24%7.67%
20101.26%-8.62%14.29%5.75%
2009-10.33%13.57%12.20%7.20%
2008-8.79%-2.20%-10.30%-15.25%
20073.47%4.00%2.34%-1.57%
20069.88%N/AN/AN/A

Rank in category (by total return)

YTD14
1-month8
3-month7
1-year38
3-year25
5-year59

Load adjusted returns

1-year8.53%
3-year4.51%
5-year6.32%
10-year4.76%