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

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.570.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.09%
5-year average return8.91%
Number of years up4
Number of years down2
Best 1-yr total return (4 Jul 2024)24.16%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return24.16%
Worst 3-yr total return5.65%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEPLDXCategory
YTD9.94%4.44%
1-month0.78%-4.04%
3-month1.06%4.09%
1-year16.66%14.37%
3-year7.99%6.04%
5-year9.22%9.20%
10-year8.89%8.57%
Last bull market21.19%22.97%
Last bear market-8.23%-11.27%

Annual total return (%) history

Year
EPLDXCategory
2024
N/AN/A
2023
8.62%11.63%
2022
-2.56%-5.90%
2021
22.91%26.22%
2020
0.27%2.91%
2019
24.16%25.04%
2018
-5.28%-8.53%
2017
N/A15.94%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.78%1.06%N/AN/A
2023-1.33%3.74%-2.64%8.99%
2022-0.18%-8.23%-6.41%13.65%
20218.25%4.90%-0.75%9.06%
2020-23.89%12.50%4.92%11.61%
201911.10%3.11%3.64%4.58%
2018-3.76%1.70%4.98%-7.82%
20173.45%5.47%N/AN/A

Rank in category (by total return)

YTD17
1-month16
3-month10
1-year33
3-year25
5-year63

Load adjusted returns

1-year16.66%
3-year7.99%
5-year9.22%
10-year8.89%