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MainStay Epoch Global Equity Yield R2 (EPSZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.61+0.06 (+0.28%)
At close: 09:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.98%
5-year average return6.74%
Number of years up5
Number of years down4
Best 1-yr total return (22 Feb 2024)20.41%
Worst 1-yr total return (22 Feb 2024)N/A
Best 3-yr total return20.41%
Worst 3-yr total return2.24%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEPSZXCategory
YTD0.29%14.38%
1-month0.29%-1.21%
3-month12.40%5.03%
1-year7.83%39.50%
3-year7.85%9.11%
5-year6.82%10.10%
10-year5.53%7.90%
Last bull market32.37%15.53%
Last bear market-9.17%-17.52%

Annual total return (%) history

Year
EPSZXCategory
2023
11.95%N/A
2022
-5.78%N/A
2021
17.02%N/A
2020
-1.79%2.50%
2019
20.41%20.73%
2018
-9.61%-10.41%
2017
16.47%18.90%
2016
6.89%9.24%
2015
-4.90%-3.06%
2014
N/A3.61%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20232.55%3.97%-3.68%9.01%
2022-0.84%-9.17%-8.63%14.49%
20217.16%4.62%-1.90%6.40%
2020-24.77%11.88%4.57%11.57%
201910.27%1.35%1.62%6.02%
2018-4.94%0.21%3.16%-8.02%
20176.02%2.90%3.39%3.25%
20165.78%2.59%-0.56%-0.95%
2015-0.28%-1.85%-4.76%2.02%
20145.63%-3.11%0.56%N/A

Rank in category (by total return)

YTD35
1-month35
3-month54
1-year53
3-year52
5-year78

Load adjusted returns

1-year7.83%
3-year7.85%
5-year6.82%
10-year5.53%