Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EPIKX (MAINSTAY EPOCH INTERNATIONAL SMALL CAP FUND CLASS C) | NA | 23.43% | 7.92% | 6.47% | NA | NA | NA | … | … |
Data as of 03/09/2018, Common starting date is 11/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EPIKX (MAINSTAY EPOCH INTERNATIONAL SMALL CAP FUND CLASS C) | 11/17/2009 | 03/09/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 23.43 | 7.92 | 6.47 | NA | NA | NA | … | … | -1.53 | 29.38 | -5.51 | 8.86 | -13.20 | 27.04 | 18.05 | -22.59 | 26.83 | -3.37 |
| Sharpe Ratio | NA | 2.63 | 0.56 | 0.48 | NA | NA | NA | … | … | -0.70 | 3.86 | -0.32 | 0.66 | -1.04 | 2.25 | 1.23 | -0.88 | 1.22 | -1.39 |
| Standard Deviation(%) | NA | 8.62 | 13.54 | 13.15 | NA | NA | NA | … | … | 12.76 | 7.49 | 17.64 | 13.37 | 12.74 | 11.99 | 14.78 | 25.57 | 21.97 | 18.01 |
| Draw Down(%) | NA | 8.68 | 21.66 | 25.45 | NA | NA | NA | … | … | 8.68 | 2.67 | 16.34 | 13.35 | 20.18 | 8.80 | 14.27 | 31.78 | 18.09 | 5.63 |
| Yield(%) | 0.00 | 21.15 | 7.56 | 5.13 | 3.33 | 2.22 | 1.67 | … | … | 15.99 | 1.15 | 0.00 | 1.52 | 0.00 | 1.27 | 1.64 | 0.00 | 2.51 | 0.00 |
Data as of 03/09/2018, Common starting date is 11/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPIKX (MAINSTAY EPOCH INTERNATIONAL SMALL CAP FUND CLASS C) |
-4.10%
Feb 2014 – Feb 2017 |
-0.42%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPIKX (MAINSTAY EPOCH INTERNATIONAL SMALL CAP FUND CLASS C) |
12.92%
May 2012 – May 2015 |
9.20%
May 2010 – May 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart