Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MOINX (MAINSTAY EPOCH U.S. SMALL CAP FUND INVESTOR CLASS) | 23.45% | 47.29% | 19.98% | 1.26% | 5.15% | 6.65% | NA | … | … |
Data as of 06/08/2026, Common starting date is 03/03/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MOINX (MAINSTAY EPOCH U.S. SMALL CAP FUND INVESTOR CLASS) | 03/03/2008 | 06/08/2026 |
| 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.35 | 47.29 | 19.98 | 1.26 | 5.15 | 6.65 | NA | … | … | 23.45 | 14.65 | 17.06 | 8.87 | -19.40 | -12.46 | 9.43 | 17.07 | -16.82 | 15.02 | 15.42 | -4.38 | 5.85 | 36.96 | 12.04 | -3.35 | 23.89 | 48.03 | -29.70 |
| Sharpe Ratio | NA | 2.51 | 0.89 | -0.03 | 0.15 | NA | NA | … | … | 2.86 | 0.54 | 0.52 | 0.23 | -0.72 | -0.36 | 0.21 | 0.98 | -1.13 | 1.34 | 0.95 | -0.30 | 0.43 | 2.88 | 0.77 | -0.11 | 1.13 | 1.21 | -0.70 |
| Standard Deviation(%) | NA | 19.00 | 20.90 | 25.69 | 24.95 | NA | NA | … | … | 21.30 | 22.43 | 20.16 | 20.27 | 28.99 | 34.97 | 43.71 | 15.97 | 16.06 | 10.79 | 16.05 | 14.85 | 13.64 | 12.84 | 15.66 | 29.54 | 21.05 | 39.54 | 50.47 |
| Draw Down(%) | NA | 9.92 | 27.13 | 50.06 | 50.06 | NA | NA | … | … | 9.92 | 25.67 | 9.93 | 22.30 | 27.44 | 33.63 | 45.30 | 11.48 | 24.73 | 7.76 | 12.83 | 11.81 | 10.52 | 5.49 | 12.79 | 26.33 | 17.95 | 36.22 | 49.86 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.23 | 2.65 | 2.81 | 2.75 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 1.53 | 0.00 | 0.00 | 0.00 | 13.04 | 9.12 | 0.16 | 0.00 | 0.00 | 0.00 | 0.10 | 0.00 | 0.23 | 0.00 | 1.65 |
Data as of 06/08/2026, Common starting date is 03/03/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MOINX (MAINSTAY EPOCH U.S. SMALL CAP FUND INVESTOR CLASS) |
-12.06%
Apr 2021 – Apr 2024 |
-6.64%
May 2018 – May 2023 |
-0.51%
Oct 2013 – Oct 2023 |
3.72%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MOINX (MAINSTAY EPOCH U.S. SMALL CAP FUND INVESTOR CLASS) |
37.02%
Feb 2009 – Feb 2012 |
29.43%
Feb 2009 – Feb 2014 |
16.62%
Feb 2009 – Feb 2019 |
9.90%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart