MainStay Epoch US Small Cap Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2003 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| 2004 | 5.48 | 1.19 | 2.51 | -7.57 | 3.01 | 4.46 | -2.85 | -1.35 | 6.23 | -0.05 | 10.76 | 2.09 | 25.2 |
| 2005 | -0.33 | 3.61 | -2.52 | -5.44 | 6.51 | 5.24 | 6.27 | -2.39 | 1.45 | -3.45 | 3.42 | -1.27 | 10.7 |
| 2006 | 6.91 | -1.59 | 3.96 | 1.15 | -4.66 | 0.05 | -3.43 | 0.48 | 1.98 | 4.3 | 2.62 | 0.64 | 12.5 |
| 2007 | 0.78 | -1.98 | 2.12 | 1.5 | 4 | -3.07 | -9.87 | -0.47 | -0.95 | -0.85 | -8.31 | -1.04 | -17.5 |
| 2008 | -6.12 | -3.73 | -0.89 | 2.25 | 2.86 | -8.85 | 4.23 | 3.53 | -8.71 | -19.4 | -12.43 | 5.59 | -37 |
| 2009 | -12.83 | -13.71 | 11.08 | 24.67 | 8.53 | 2.13 | 10.64 | 6.18 | 4.45 | -3.17 | 3.04 | 4.89 | 48.3 |
| 2010 | -2.81 | 4.03 | 6.58 | 2.61 | -7.89 | -6.03 | 8.97 | -5.11 | 11.29 | 3.16 | 1.43 | 7.65 | 24.1 |
| 2011 | 0.24 | 2.92 | 2.32 | 2.21 | 0.33 | -2.76 | -4.03 | -5.86 | -11.26 | 14.88 | -1.17 | 1.25 | -3 |
| 2012 | 5.86 | 3.03 | 2.49 | -1.49 | -7.33 | 2.54 | -1.65 | 3.12 | 2.44 | -1.42 | 2.36 | 2.44 | 12.4 |
| 2013 | 6 | 0.78 | 5.2 | 0.25 | 4.05 | 0.05 | 6.71 | -4.13 | 5.28 | 3.14 | 4.1 | 1.3 | 37.4 |
| 2014 | -3.45 | 3.98 | 1.12 | -3.83 | 2.09 | 4.42 | -5.93 | 4.34 | -4.24 | 5.41 | 0.74 | 2.16 | 6.1 |
| 2015 | -4.68 | 5.98 | 1.94 | -2.05 | 1.8 | 0.88 | -0.91 | -4.23 | -3.34 | 4.69 | 1.82 | -5.34 | -4.1 |
| 2016 | -7.06 | 1.27 | 6.99 | 0.94 | 1.94 | -0.15 | 4.11 | 0.44 | 0.15 | -3.78 | 9.19 | 1.65 | 15.7 |
| 2017 | 2.26 | 2.71 | -0.55 | 0.1 | -0.88 | 2.38 | 0.42 | -3.27 | 5.24 | 0.6 | 5.73 | 0.04 | 15.4 |
| 2018 | 1.8 | -5.13 | -0.3 | 0.17 | 3.47 | -0.06 | 2.1 | 2.75 | -2.56 | -10.46 | 3.6 | -11.82 | -16.6 |
| 2019 | 11.28 | 3.37 | -2.08 | 1.56 | -8.8 | 6.96 | 0 | -5.18 | 2.13 | 2.67 | 3.66 | 1.73 | 17 |
| 2020 | 3.65 | 3.74 | 2.84 | 6.5 | 14.14 | -23.47 | -9.4 | -4.78 | -2.91 | 1.25 | 17.24 | 7.35 | 9.8 |
| 2021 | -20.83 | 7.29 | -1.03 | 36.95 | -1.59 | 0.56 | -1.45 | 0.09 | -3.44 | 5.6 | -2.45 | -20.89 | -11.6 |
| 2022 | -7.74 | 4.3 | 1.44 | -8.62 | -2.4 | -8.85 | 9.36 | -3.43 | -11.09 | 13.65 | 2.2 | -8.58 | -20.9 |
| 2023 | 9.69 | -3.02 | -6.37 | -1.76 | -3.75 | 8.85 | 6.56 | -5.7 | -5.12 | -8.47 | 8.14 | 14.27 | 10.5 |
| 2024 | -3.86 | 11.4 |