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MainStay Epoch US Equity Yield Investor (EPLIX)

15.37 Down 0.01(0.07%) Mar 24

Risk as of Feb 27, 2017Get Risk for:
Risk Overview 
Morningstar Risk Rating:2
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return(Dec 30, 2013):29.71%
Worst 1 Yr Total Return(Dec 30, 2015):-2.82%
Risk (Modern Portfolio Theory) Statistics 
3 Years
StatisticEPLIXCategory
Alpha (against Standard Index)1.83-1.98
Beta (against Standard Index)0.740.98
Mean Annual Return0.820.71
R-squared (against Standard Index)74.8486.89
Standard Deviation8.9110.99
Sharpe Ratio1.080.78
Treynor Ratio13.018.48
5 Years
StatisticEPLIXCategory
Alpha (against Standard Index)0.57-1.51
Beta (against Standard Index)0.820.99
Mean Annual Return0.991.01
R-squared (against Standard Index)79.5888.27
Standard Deviation9.4410.86
Sharpe Ratio1.241.11
Treynor Ratio14.4812.23
10 Years
StatisticEPLIXCategory
Alpha (against Standard Index)N/A-1.66
Beta (against Standard Index)N/A1.01
Mean Annual ReturnN/A0.58
R-squared (against Standard Index)N/A92.91
Standard DeviationN/A16.07
Sharpe RatioN/A0.40
Treynor RatioN/A5.26