MainStay Epoch US Small Cap Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2002 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| 2003 | -1.74 | -0.8 | 1.34 | 7.49 | 6.15 | 1.85 | 6.14 | 1.71 | 1.76 | 11.46 | 4.27 | -0.77 | 45.4 |
| 2004 | 5.33 | 1.19 | 2.41 | -7.68 | 3.03 | 4.38 | -2.98 | -1.42 | 6.12 | -0.05 | 10.67 | 2.01 | 24.1 |
| 2005 | -0.39 | 3.55 | -2.61 | -5.48 | 6.39 | 5.23 | 6.18 | -2.44 | 1.38 | -3.52 | 3.39 | -1.3 | 9.9 |
| 2006 | 6.8 | -1.63 | 3.85 | 1.13 | -4.74 | 0 | -3.53 | 0.44 | 1.93 | 4.22 | 2.54 | 0.61 | 11.6 |
| 2007 | 0.7 | -2.05 | 2.04 | 1.45 | 3.94 | -3.13 | -9.94 | -0.49 | -1.04 | -0.94 | -8.36 | -1.14 | -18.2 |
| 2008 | -6.15 | -3.79 | -0.93 | 2.19 | 2.83 | -8.99 | 4.16 | 3.45 | -8.79 | -19.44 | -12.47 | 5.61 | -37.4 |
| 2009 | -12.93 | -13.8 | 11.03 | 24.63 | 8.52 | 1.91 | 10.66 | 6.16 | 4.29 | -3.22 | 3 | 4.77 | 46.9 |
| 2010 | -2.86 | 3.97 | 6.49 | 2.51 | -7.91 | -6.16 | 8.91 | -5.2 | 11.22 | 3.1 | 1.3 | 7.65 | 23 |
| 2011 | 0.13 | 2.82 | 2.25 | 2.15 | 0.17 | -2.8 | -4.13 | -6 | -11.37 | 14.85 | -1.31 | 1.19 | -4.1 |
| 2012 | 5.82 | 2.9 | 2.4 | -1.58 | -7.39 | 2.45 | -1.76 | 3.01 | 2.36 | -1.52 | 2.34 | 2.27 | 11.2 |
| 2013 | 5.95 | 0.72 | 5.08 | 0.16 | 3.93 | 0 | 6.61 | -4.21 | 5.19 | 3.01 | 4.01 | 1.23 | 36 |
| 2014 | -3.55 | 3.91 | 1.04 | -3.89 | 2 | 4.32 | -5.98 | 4.23 | -4.31 | 5.31 | 0.64 | 2.1 | 5.1 |
| 2015 | -4.78 | 5.89 | 1.84 | -2.13 | 1.76 | 0.77 | -0.96 | -4.32 | -3.42 | 4.59 | 1.71 | -5.38 | -5.1 |
| 2016 | -7.16 | 1.17 | 6.93 | 0.82 | 1.84 | -0.21 | 4.01 | 0.36 | 0.08 | -3.92 | 9.12 | 1.58 | 14.5 |
| 2017 | 2.16 | 2.64 | -0.65 | 0.04 | -0.95 | 2.28 | 0.32 | -3.33 | 5.11 | 0.49 | 5.68 | -0.06 | 14.2 |
| 2018 | 1.71 | -5.24 | -0.38 | 0.11 | 3.38 | -0.15 | 2.02 | 2.67 | -2.63 | -10.56 | 3.51 | -11.93 | -17.5 |
| 2019 | 11.19 | 3.32 | -2.16 | 1.5 | -8.88 | 6.86 | -0.1 | -5.23 | 2.06 | 2.51 | 3.6 | 1.95 | 16.2 |
| 2020 | 3.58 | 3.65 | 2.73 | 6.41 | 14.08 | -23.54 | -9.46 | -4.91 | -2.99 | 1.12 | 17.18 | 7.22 | 8.6 |
| 2021 | -26.06 | 52.16 | -30.32 | 46.4 | -1.64 | 0.48 | -1.55 | 0 | -3.52 | 5.51 | -2.54 | -26.01 | -18 |
| 2022 | -7.81 | 4.21 | 1.38 | -8.7 | -2.52 | -8.89 | 9.24 | -3.55 | -11.1 | 13.52 | 2.13 | -8.03 | -21.1 |
| 2023 | 9.57 | -3.13 | -6.46 | -1.82 | -3.78 | 8.69 | 6.47 | -5.78 | -5.12 | -8.6 | 8.02 | 14.38 | 9.6 |
| 2024 | -3.96 | 22.3 |