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    MainStay Epoch US Equity Yield Investor (EPLIX)

    13.67 Up 0.08(0.59%) Jul 1

    Risk as of May 30, 2015Get Risk for:
    Risk Overview 
    Morningstar Risk Rating:3
    Number of Years Up4
    Number of Years Down1
    Best 1 Yr Total Return(Dec 30, 2013):29.71%
    Worst 1 Yr Total Return(Dec 30, 2011):-0.18%
    Risk (Modern Portfolio Theory) Statistics 
    3 Years
    Alpha (against Standard Index)0.14-0.74
    Beta (against Standard Index)0.880.99
    Mean Annual Return1.361.47
    R-squared (against Standard Index)80.5491.09
    Standard Deviation8.278.84
    Sharpe Ratio1.971.99
    Treynor Ratio19.5618.74
    5 Years
    Alpha (against Standard Index)-2.12-1.68
    Beta (against Standard Index)0.981.03
    Mean Annual Return1.141.24
    R-squared (against Standard Index)93.0895.26
    Standard Deviation12.4912.94
    Sharpe Ratio1.091.16
    Treynor Ratio13.9514.67
    10 Years
    Alpha (against Standard Index)N/A-0.56
    Beta (against Standard Index)N/A1.01
    Mean Annual ReturnN/A0.70
    R-squared (against Standard Index)N/A95.08
    Standard DeviationN/A15.25
    Sharpe RatioN/A0.46
    Treynor RatioN/A6.10