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MainStay Epoch US Equity Yield R6 (EPLDX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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21.57
+0.02
(+0.09%)
At close: 08:00PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
9.99%
5-year average return
9.01%
Number of years up
4
Number of years down
2
Best 1-yr total return (1 Jul 2024)
24.16%
Worst 1-yr total return (1 Jul 2024)
N/A
Best 3-yr total return
24.16%
Worst 3-yr total return
5.65%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
EPLDX
Category
YTD
9.09%
4.44%
1-month
3.82%
-4.04%
3-month
4.85%
4.09%
1-year
22.61%
14.37%
3-year
7.37%
6.04%
5-year
10.25%
9.20%
10-year
9.04%
8.57%
Last bull market
21.19%
22.97%
Last bear market
-8.23%
-11.27%
Annual total return (%) history
Year
EPLDX
Category
2024
N/A
N/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/A
15.94%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
8.78%
1.06%
N/A
N/A
2023
-1.33%
3.74%
-2.64%
8.99%
2022
-0.18%
-8.23%
-6.41%
13.65%
2021
8.25%
4.90%
-0.75%
9.06%
2020
-23.89%
12.50%
4.92%
11.61%
2019
11.10%
3.11%
3.64%
4.58%
2018
-3.76%
1.70%
4.98%
-7.82%
2017
3.45%
5.47%
N/A
N/A
Rank in category (by total return)
YTD
26
1-month
19
3-month
30
1-year
48
3-year
31
5-year
74
Load adjusted returns
1-year
22.61%
3-year
7.37%
5-year
10.25%
10-year
9.04%
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