MainStay Epoch US Equity Yield R3 (EPLTX)

18.41 -0.22 (-1.18%) USD  |  Jul 05 2022

EPLTX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of July 05, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
MainStay Epoch US Equity Yield R3
11.96%
29.55%
14.28%
-2.98%
14.09%
16.29%
-5.93%
23.27%
-0.46%
22.07%
-8.85%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.97%
Goldman Sachs Equity Income R
19.32%
32.17%
11.03%
-3.33%
12.95%
10.11%
-6.35%
24.61%
3.22%
21.52%
-11.22%
JPMorgan US Value R5
19.53%
33.96%
14.10%
-2.50%
15.29%
17.66%
-7.35%
28.35%
4.70%
27.39%
-9.84%
Lord Abbett Affiliated R2
15.65%
31.85%
11.63%
-4.50%
16.93%
15.63%
-7.75%
24.93%
-1.69%
26.32%
-16.00%
MassMutual Diversified Value R4
17.50%
34.06%
11.49%
-3.60%
12.90%
18.56%
-8.53%
25.86%
-1.02%
28.15%
-9.64%
As of July 05, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
MainStay Epoch US Equity Yield R3
-6.41%
-8.49%
-8.90%
-2.62%
5.61%
6.88%
9.79%
--
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11.09%
S&P 500 Total Return
-6.62%
-14.98%
-17.85%
-10.67%
10.43%
11.49%
13.05%
8.52%
9.15%
9.86%
Goldman Sachs Equity Income R
-7.60%
-10.28%
-11.57%
-3.91%
5.97%
6.66%
9.60%
4.70%
6.75%
6.84%
JPMorgan US Value R5
-6.99%
-9.10%
-10.56%
-4.50%
9.72%
9.88%
12.02%
7.10%
8.22%
11.30%
Lord Abbett Affiliated R2
-7.08%
-11.51%
-15.27%
-8.53%
3.89%
5.47%
9.43%
4.76%
6.24%
8.35%
MassMutual Diversified Value R4
-7.80%
-10.43%
-10.99%
-4.17%
7.45%
7.82%
10.64%
5.34%
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7.02%
As of July 05, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of June 30, 2022