Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MECDX (MAINSTAY EPOCH CAPITAL GROWTH FUND CLASS A) | 4.96% | 15.44% | 14.44% | 9.09% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/07/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MECDX (MAINSTAY EPOCH CAPITAL GROWTH FUND CLASS A) | 07/07/2016 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.63 | 15.44 | 14.44 | 9.09 | NA | NA | NA | … | … | 4.96 | 13.48 | 10.73 | 29.74 | -19.43 | 25.50 | 96.40 | 28.57 | -8.63 | 26.83 | 4.14 |
| Sharpe Ratio | NA | 1.00 | 0.81 | 0.40 | NA | NA | NA | … | … | 0.64 | 0.67 | 0.58 | 2.10 | -0.85 | 1.84 | 1.85 | 2.32 | -0.67 | 4.04 | 0.93 |
| Standard Deviation(%) | NA | 12.73 | 13.79 | 16.44 | NA | NA | NA | … | … | 14.86 | 15.98 | 12.23 | 12.53 | 24.71 | 13.81 | 51.76 | 11.68 | 15.00 | 6.51 | 9.04 |
| Draw Down(%) | NA | 10.01 | 16.55 | 29.34 | NA | NA | NA | … | … | 10.01 | 16.55 | 8.24 | 10.96 | 29.08 | 7.67 | 30.34 | 6.78 | 19.41 | 2.49 | 7.04 |
| Yield(%) | 0.00 | 8.37 | 5.43 | 7.58 | 16.38 | 10.92 | 8.19 | … | … | 0.00 | 8.65 | 4.90 | 0.52 | 0.96 | 27.35 | 63.06 | 6.76 | 6.95 | 4.13 | 0.22 |
Data as of 06/05/2026, Common starting date is 07/07/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MECDX (MAINSTAY EPOCH CAPITAL GROWTH FUND CLASS A) |
5.00%
Dec 2021 – Dec 2024 |
8.93%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MECDX (MAINSTAY EPOCH CAPITAL GROWTH FUND CLASS A) |
46.88%
Dec 2018 – Dec 2021 |
29.72%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart