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MainStay Epoch US Equity Yield I (EPLCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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21.54+0.06 (+0.26%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return9.94%
5-Year Average Return9.20%
Number of Years Up12
Number of Years Down3
Best 1 Yr Total Return (Jun 27, 2024)30.19%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return30.19%
Worst 3-Yr Total Return5.55%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnEPLCXCategory
YTD9.09%4.44%
1-Month3.82%-4.04%
3-Month4.85%4.09%
1-Year22.61%14.37%
3-Year7.38%6.04%
5-Year10.25%9.20%
10-Year9.00%8.57%
Last Bull Market21.19%22.97%
Last Bear Market-8.23%-11.27%

Annual Total Return (%) History

Year
EPLCXCategory
2024
N/AN/A
2023
8.62%11.63%
2022
-2.57%-5.90%
2021
22.98%26.22%
2020
0.24%2.91%
2019
23.97%25.04%
2018
-5.37%-8.53%
2017
16.91%15.94%
2016
14.66%14.81%
2015
-2.49%-4.05%
2014
14.85%10.21%
2013
30.19%31.21%
2012
12.52%14.57%
2011
0.23%-0.75%
2010
12.45%13.66%
2009
26.53%24.13%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.78%N/AN/AN/A
2023-1.33%3.74%-2.64%8.99%
2022-0.18%-8.23%-6.41%13.65%
20218.31%4.85%-0.70%9.05%
2020-23.86%12.51%4.92%11.53%
201911.01%3.14%3.62%4.50%
2018-3.78%1.67%4.96%-7.84%
20175.19%1.91%3.49%5.38%
20167.39%5.08%-0.64%2.26%
2015-0.77%-3.22%-2.60%4.24%
20142.81%5.17%-0.05%6.28%
201312.82%2.53%3.67%8.56%
201212.21%-4.19%5.22%-0.53%
20116.46%0.59%-16.22%11.71%
20105.20%-12.43%11.11%9.86%
2009-7.56%15.85%11.10%6.34%

Rank In Category (By Total Return)

YTD26
1-Month19
3-Month30
1-Year48
3-Year31
5-Year74

Load Adjusted Returns

1-Year22.61%
3-Year7.38%
5-Year10.25%
10-Year9.00%