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    More On EPLIX


    MainStay Epoch US Equity Yield Investor (EPLIX)

    14.62 Down 0.08(0.54%) Sep 23

    Performance Overview as of Aug 30, 2016Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:3.00
    Year-to-Date Return:12.57%
    5-Year Average Return:13.54%
    Number of Years Up:4
    Number of Years Down:2
    Best 1 Yr Total Return (2013-12-31):29.71%
    Worst 1 Yr Total Return (2015-12-31):-2.82%
    Best 3-Yr Total Return (N/A):18.55%
    Worst 3-Yr Total Return (N/A):7.95%
    Load Adjusted Returns 
    1-Year:10.16%
    3-Year:9.68%
    5-Year:12.27%
    10-Year:N/A
    Trailing Returns (%) vs. Benchmarks 
    ReturnEPLIXCategoryDiffIndex*Diff
    Year To Date12.57N/AN/AN/AN/A
    1-Month-1.35N/AN/AN/AN/A
    3-Month3.74N/AN/AN/AN/A
    1-Year16.58N/AN/AN/AN/A
    3-Year11.77N/AN/AN/AN/A
    5-Year13.54N/AN/AN/AN/A
    Last Bull Market (Sep 29, 2011 to Apr 29, 2012)23.53N/AN/AN/AN/A
    Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-19.09N/AN/AN/AN/A
    Annual Total Return (%) History () 
    YearEPLIXCategoryDiff
    2016N/AN/AN/A
    2015
     
    -2.82N/AN/A
    2014
     
    14.23N/AN/A
    2013
     
    29.71N/AN/A
    2012
     
    12.43N/AN/A
    2011
     
    -0.18N/AN/A
    2010
     
    12.09N/AN/A
    Past Quarterly Returns (%) for EPLIX 
    Q1Q2Q3Q4
    20167.294.92N/AN/A
    2015-0.78-3.35-2.744.20
    20142.575.12-0.146.09
    201312.742.393.558.52
    201212.19-4.365.18-0.37
    20116.330.51-16.3111.60
    20105.21-12.5310.989.75
    Rank in Category (by total return) 
    PeriodRankFunds in Category% Rank
    Year To Date7N/A
    1-Month96N/A
    3-Month53N/A
    6-Month84N/A
    1-Year5N/A
    3-Year5N/A
    5-Year23N/A