EPLIX - MainStay Epoch US Equity Yield Investor

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★
Year-to-Date Return-4.12%
5-Year Average Return9.54%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (Apr 29, 2018)29.71%
Worst 1 Yr Total Return (Apr 29, 2018)-2.82%
Best 3-Yr Total Return29.71%
Worst 3-Yr Total Return7.95%

Trailing Returns (%) Vs. Benchmarks

ReturnEPLIXCategory
YTD-4.12%-2.02%
1-Month-0.26%0.53%
3-Month-6.67%-6.00%
1-Year6.02%9.43%
3-Year7.60%7.46%
5-Year9.54%10.01%
10-Year0.00%7.26%
Last Bull Market23.53%22.99%
Last Bear Market-19.09%-18.00%

Annual Total Return (%) History

Year
EPLIXCategory
2018
N/AN/A
2017
16.43%15.94%
2016
14.10%14.81%
2015
-2.82%-4.05%
2014
14.23%10.21%
2013
29.71%31.21%
2012
12.43%14.57%
2011
-0.18%-0.75%
2010
12.09%13.66%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2018-3.88%N/AN/AN/A
20175.15%1.79%3.33%5.27%
20167.29%4.92%-0.69%2.06%
2015-0.78%-3.35%-2.74%4.20%
20142.57%5.12%-0.14%6.09%
201312.74%2.39%3.55%8.52%
201212.19%-4.36%5.18%-0.37%
20116.33%0.51%-16.31%11.60%
20105.21%-12.53%10.98%9.75%

Rank In Category (By Total Return)

YTD92
1-Month87
3-Month73
1-Year87
3-Year52
5-Year69

Load Adjusted Returns

1-Year0.19%
3-Year5.59%
5-Year8.31%
10-YearN/A