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MainStay Epoch US Equity Yield I (EPLCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.70+0.03 (+0.14%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.00%
5-year average return9.80%
Number of years up12
Number of years down3
Best 1-yr total return (15 May 2024)30.19%
Worst 1-yr total return (15 May 2024)N/A
Best 3-yr total return30.19%
Worst 3-yr total return5.55%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEPLCXCategory
YTD5.08%4.44%
1-month-3.41%-4.04%
3-month4.29%4.09%
1-year13.75%14.37%
3-year6.93%6.04%
5-year8.45%9.20%
10-year8.75%8.57%
Last bull market21.19%22.97%
Last bear market-8.23%-11.27%

Annual total return (%) history

Year
EPLCXCategory
2024
N/AN/A
2023
8.62%11.63%
2022
-2.57%-5.90%
2021
22.98%26.22%
2020
0.24%2.91%
2019
23.97%25.04%
2018
-5.37%-8.53%
2017
16.91%15.94%
2016
14.66%14.81%
2015
-2.49%-4.05%
2014
14.85%10.21%
2013
30.19%31.21%
2012
12.52%14.57%
2011
0.23%-0.75%
2010
12.45%13.66%
2009
26.53%24.13%

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%
20218.31%4.85%-0.70%9.05%
2020-23.86%12.51%4.92%11.53%
201911.01%3.14%3.62%4.50%
2018-3.78%1.67%4.96%-7.84%
20175.19%1.91%3.49%5.38%
20167.39%5.08%-0.64%2.26%
2015-0.77%-3.22%-2.60%4.24%
20142.81%5.17%-0.05%6.28%
201312.82%2.53%3.67%8.56%
201212.21%-4.19%5.22%-0.53%
20116.46%0.59%-16.22%11.71%
20105.20%-12.43%11.11%9.86%
2009-7.56%15.85%11.10%6.34%

Rank in category (by total return)

YTD37
1-month27
3-month41
1-year53
3-year35
5-year68

Load adjusted returns

1-year13.75%
3-year6.93%
5-year8.45%
10-year8.75%