Singapore markets closed

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

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
20.60+0.06 (+0.29%)
As of 09:00PM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.56%
5-year average return9.18%
Number of years up4
Number of years down2
Best 1-yr total return (23 Jan 2024)23.85%
Worst 1-yr total return (23 Jan 2024)N/A
Best 3-yr total return23.85%
Worst 3-yr total return5.42%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEPLRXCategory
YTD8.42%4.44%
1-month4.46%-4.04%
3-month8.94%4.09%
1-year8.42%14.37%
3-year8.97%6.04%
5-year9.91%9.20%
10-year8.56%8.57%
Last bull market33.87%22.97%
Last bear market-8.28%-11.27%

Annual total return (%) history

Year
EPLRXCategory
2023
8.42%11.63%
2022
-2.73%-5.90%
2021
22.70%26.22%
2020
0.07%2.91%
2019
23.85%25.04%
2018
-5.47%-8.53%
2017
N/A15.94%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2023-1.37%3.70%-2.69%8.94%
2022-0.22%-8.28%-6.46%13.61%
20218.20%4.85%-0.79%9.02%
2020-23.89%12.45%4.80%11.58%
201910.98%3.06%3.65%4.47%
2018-3.81%1.65%4.93%-7.86%
20173.40%5.42%N/AN/A

Rank in category (by total return)

YTD73
1-month82
3-month68
1-year73
3-year66
5-year78

Load adjusted returns

1-year8.42%
3-year8.97%
5-year9.91%
10-year8.56%