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MainStay Epoch US Equity Yield A (EPLPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.30+0.15 (+0.71%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.31%
5-year average return9.00%
Number of years up9
Number of years down5
Best 1-yr total return (16 Jun 2024)29.95%
Worst 1-yr total return (16 Jun 2024)N/A
Best 3-yr total return29.95%
Worst 3-yr total return5.27%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEPLPXCategory
YTD8.96%4.44%
1-month3.81%-4.04%
3-month4.78%4.09%
1-year22.19%14.37%
3-year7.03%6.04%
5-year9.90%9.20%
10-year8.69%8.57%
Last bull market21.02%22.97%
Last bear market-8.30%-11.27%

Annual total return (%) history

Year
EPLPXCategory
2024
N/AN/A
2023
8.25%11.63%
2022
-2.87%-5.90%
2021
22.51%26.22%
2020
-0.09%2.91%
2019
23.70%25.04%
2018
-5.60%-8.53%
2017
16.66%15.94%
2016
14.29%14.81%
2015
-2.70%-4.05%
2014
14.46%10.21%
2013
29.95%31.21%
2012
12.34%14.57%
2011
-0.07%-0.75%
2010
12.22%13.66%
2009
N/A24.13%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.70%N/AN/AN/A
2023-1.42%3.64%-2.70%8.89%
2022-0.26%-8.30%-6.46%13.53%
20218.19%4.75%-0.79%8.96%
2020-23.93%12.38%4.81%11.51%
201910.98%3.05%3.53%4.48%
2018-3.88%1.62%4.94%-7.91%
20175.17%1.89%3.33%5.36%
20167.38%4.95%-0.71%2.15%
2015-0.76%-3.31%-2.69%4.21%
20142.62%5.15%-0.11%6.20%
201312.80%2.38%3.61%8.59%
201212.17%-4.28%5.17%-0.50%
20116.41%0.51%-16.29%11.62%
20105.13%-12.46%11.06%9.79%
200915.77%10.95%6.29%N/A

Rank in category (by total return)

YTD29
1-month19
3-month32
1-year52
3-year37
5-year80

Load adjusted returns

1-year15.47%
3-year5.03%
5-year8.66%
10-year8.08%