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MainStay Epoch Global Equity Yield Fund (EPSKX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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22.47+0.03 (+0.13%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return9.04%
5-Year Average Return6.69%
Number of Years Up10
Number of Years Down4
Best 1 Yr Total Return (Jun 30, 2024)22.67%
Worst 1 Yr Total Return (Jun 30, 2024)N/A
Best 3-Yr Total Return22.67%
Worst 3-Yr Total Return1.66%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnEPSKXCategory
YTD8.13%14.38%
1-Month4.38%-1.21%
3-Month5.31%5.03%
1-Year18.74%39.50%
3-Year5.07%9.11%
5-Year7.65%10.10%
10-Year4.60%7.90%
Last Bull Market19.42%15.53%
Last Bear Market-9.34%-17.52%

Annual Total Return (%) History

Year
EPSKXCategory
2024
N/AN/A
2023
11.23%N/A
2022
-6.30%N/A
2021
16.23%N/A
2020
-2.32%2.50%
2019
19.66%20.73%
2018
-10.11%-10.41%
2017
15.68%18.90%
2016
6.24%9.24%
2015
-5.59%-3.06%
2014
5.41%3.61%
2013
22.67%25.36%
2012
9.74%14.28%
2011
4.78%-3.44%
2010
11.15%11.90%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.68%N/AN/AN/A
20232.34%3.88%-3.83%8.79%
2022-0.96%-9.34%-8.73%14.33%
20216.99%4.48%-2.10%6.21%
2020-24.89%11.73%4.41%11.48%
201910.14%1.19%1.45%5.84%
2018-5.08%0.06%3.03%-8.15%
20175.78%2.76%3.26%3.07%
20165.60%2.44%-0.73%-1.07%
2015-0.51%-1.98%-4.96%1.86%
20142.89%5.50%-3.28%0.39%
20137.61%1.03%6.15%6.29%
20125.12%-0.44%3.91%0.91%
20115.21%3.34%-10.36%7.51%
20101.03%-8.67%14.09%5.58%

Rank In Category (By Total Return)

YTD35
1-Month23
3-Month44
1-Year59
3-Year54
5-Year82

Load Adjusted Returns

1-Year17.74%
3-Year5.07%
5-Year7.65%
10-Year4.60%