Canada markets closed

MainStay Epoch US Equity Yield R6 (EPLDX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
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 Return9.22%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (Jun 27, 2024)24.16%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return24.16%
Worst 3-Yr Total Return5.65%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnEPLDXCategory
YTD9.09%4.44%
1-Month3.82%-4.04%
3-Month4.85%4.09%
1-Year22.61%14.37%
3-Year7.37%6.04%
5-Year10.25%9.20%
10-Year9.04%8.57%
Last Bull Market21.19%22.97%
Last Bear Market-8.23%-11.27%

Annual Total Return (%) History

Year
EPLDXCategory
2024
N/AN/A
2023
8.62%11.63%
2022
-2.56%-5.90%
2021
22.91%26.22%
2020
0.27%2.91%
2019
24.16%25.04%
2018
-5.28%-8.53%
2017
N/A15.94%

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%
20218.25%4.90%-0.75%9.06%
2020-23.89%12.50%4.92%11.61%
201911.10%3.11%3.64%4.58%
2018-3.76%1.70%4.98%-7.82%
20173.45%5.47%N/AN/A

Rank In Category (By Total Return)

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

Load Adjusted Returns

1-Year22.61%
3-Year7.37%
5-Year10.25%
10-Year9.04%