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

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.51+0.01 (+0.05%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.31%
5-year average return7.41%
Number of years up9
Number of years down5
Best 1-yr total return (2 Jul 2024)28.71%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return28.71%
Worst 3-yr total return4.24%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEPLKXCategory
YTD9.20%4.44%
1-month0.70%-4.04%
3-month0.75%4.09%
1-year15.13%14.37%
3-year6.57%6.04%
5-year7.76%9.20%
10-year7.50%8.57%
Last bull market20.50%22.97%
Last bear market-8.56%-11.27%

Annual total return (%) history

Year
EPLKXCategory
2024
N/AN/A
2023
7.16%11.63%
2022
-3.83%-5.90%
2021
21.30%26.22%
2020
-1.06%2.91%
2019
22.45%25.04%
2018
-6.50%-8.53%
2017
15.56%15.94%
2016
13.26%14.81%
2015
-3.51%-4.05%
2014
13.46%10.21%
2013
28.71%31.21%
2012
11.54%14.57%
2011
-0.80%-0.75%
2010
11.24%13.66%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.39%0.75%N/AN/A
2023-1.68%3.39%-2.96%8.64%
2022-0.52%-8.56%-6.66%13.27%
20217.90%4.55%-1.10%8.72%
2020-24.09%12.14%4.48%11.24%
201910.66%2.84%3.27%4.19%
2018-4.11%1.38%4.65%-8.09%
20174.94%1.58%3.16%5.09%
20167.06%4.69%-0.86%1.93%
2015-0.99%-3.48%-2.92%4.01%
20142.45%4.90%-0.39%5.98%
201312.51%2.19%3.38%8.29%
201211.87%-4.48%4.93%-0.52%
20116.21%0.30%-16.45%11.45%
20104.97%-12.56%10.58%9.60%

Rank in category (by total return)

YTD24
1-month17
3-month13
1-year45
3-year49
5-year85

Load adjusted returns

1-year14.13%
3-year6.57%
5-year7.76%
10-year7.50%