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MainStay Epoch U.S. Equity Yield Fund (EPLSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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20.37+0.06 (+0.30%)
As of 09:00PM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.56%
5-Year Average Return8.92%
Number of Years Up3
Number of Years Down3
Best 1 Yr Total Return (Jan 23, 2024)23.59%
Worst 1 Yr Total Return (Jan 23, 2024)N/A
Best 3-Yr Total Return23.59%
Worst 3-Yr Total Return5.17%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnEPLSXCategory
YTD8.15%4.44%
1-Month4.45%-4.04%
3-Month8.87%4.09%
1-Year8.15%14.37%
3-Year8.70%6.04%
5-Year9.65%9.20%
10-Year8.29%8.57%
Last Bull Market33.66%22.97%
Last Bear Market-8.32%-11.27%

Annual Total Return (%) History

Year
EPLSXCategory
2023
8.15%11.63%
2022
-2.93%-5.90%
2021
22.33%26.22%
2020
-0.13%2.91%
2019
23.59%25.04%
2018
-5.76%-8.53%
2017
N/A15.94%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2023-1.44%3.62%-2.73%8.87%
2022-0.25%-8.32%-6.48%13.51%
20218.10%4.79%-0.87%8.94%
2020-23.97%12.44%4.79%11.49%
201910.96%3.02%3.56%4.39%
2018-3.90%1.60%4.91%-7.99%
20173.30%5.34%N/AN/A

Rank In Category (By Total Return)

YTD74
1-Month82
3-Month70
1-Year74
3-Year72
5-Year81

Load Adjusted Returns

1-Year8.15%
3-Year8.70%
5-Year9.65%
10-Year8.29%