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MainStay Epoch Global Equity Yield Fund (EPSHX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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21.57+0.06 (+0.28%)
At close: 09:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.67%
5-Year Average Return7.01%
Number of Years Up4
Number of Years Down3
Best 1 Yr Total Return (Jan 23, 2024)20.12%
Worst 1 Yr Total Return (Jan 23, 2024)N/A
Best 3-Yr Total Return20.12%
Worst 3-Yr Total Return2.00%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnEPSHXCategory
YTD11.69%14.38%
1-Month4.77%-1.21%
3-Month8.96%5.03%
1-Year11.69%39.50%
3-Year6.99%9.11%
5-Year7.59%10.10%
10-Year4.94%7.90%
Last Bull Market32.11%15.53%
Last Bear Market-9.24%-17.52%

Annual Total Return (%) History

Year
EPSHXCategory
2023
11.69%N/A
2022
-5.99%N/A
2021
16.63%N/A
2020
-2.01%2.50%
2019
20.12%20.73%
2018
-9.84%-10.41%
2017
16.15%18.90%
2016
N/A9.24%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20232.50%3.89%-3.74%8.96%
2022-0.87%-9.24%-8.70%14.45%
20217.05%4.56%-2.02%6.35%
2020-24.86%11.90%4.45%11.58%
201910.22%1.28%1.56%5.95%
2018-5.00%0.15%3.10%-8.08%
20175.95%2.85%3.29%3.19%
20162.58%-0.60%-1.05%N/A

Rank In Category (By Total Return)

YTD73
1-Month56
3-Month54
1-Year73
3-Year61
5-Year83

Load Adjusted Returns

1-Year11.69%
3-Year6.99%
5-Year7.59%
10-Year4.94%