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NYLI Epoch U.S. Equity Yield SIMPLE Cl (EPLMX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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23.27+0.15 (+0.65%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return20.70%
5-Year Average Return0.00%
Number of Years Up2
Number of Years Down1
Best 1 Yr Total Return (Oct 3, 2024)21.88%
Worst 1 Yr Total Return (Oct 3, 2024)N/A
Best 3-Yr Total Return21.88%
Worst 3-Yr Total Return8.34%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnEPLMXCategory
YTD20.81%4.44%
1-Month1.66%-4.04%
3-Month10.20%4.09%
1-Year31.47%14.37%
3-Year11.10%6.04%
5-Year9.83%9.20%
10-Year9.29%8.57%
Last Bull Market20.87%22.97%
Last Bear Market-8.40%-11.27%

Annual Total Return (%) History

Year
EPLMXCategory
2024
N/AN/A
2023
7.92%11.63%
2022
-3.31%-5.90%
2021
21.88%26.22%
2020
N/A2.91%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.62%0.93%10.20%N/A
2023-1.48%3.51%-2.75%8.82%
2022-0.38%-8.40%-6.58%13.43%
20218.06%4.63%-0.92%8.79%
202011.30%N/AN/AN/A

Rank In Category (By Total Return)

YTD8
1-Month32
3-Month14
1-Year14
3-Year23
5-Year79

Load Adjusted Returns

1-Year31.47%
3-Year11.10%
5-Year9.83%
10-Year9.29%