MainStay Epoch US Small Cap Fund
Monthly Returns (%)Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1987 | 0 | 1.2 | -0.1 | -0.89 | 0.2 | 1 | 0.49 | 1.28 | -0.09 | -6.56 | -1.36 | 2.22 | 0 |
1988 | 3.74 | 1.75 | 0.51 | -0.1 | -0.41 | 3.38 | 0.1 | -1.29 | 2.42 | 1.19 | -1.66 | 2.64 | 12.8 |
1989 | 4.05 | 1.14 | 1.32 | 3.45 | 3.7 | -0.36 | 3.51 | 2.29 | 0.42 | -4.9 | 0.26 | -4.86 | 9.9 |
1990 | -4.88 | 2.03 | 2.37 | -2.79 | 5.56 | -0.54 | -3.12 | -11.26 | -5.55 | -4.2 | 5.33 | 3.99 | -13.6 |
1991 | 7.06 | 7.52 | 4.22 | -0.55 | 3.89 | -4.1 | 3.27 | 2.26 | -0.09 | 1.33 | -4.11 | 7.67 | 31.2 |
1992 | 3.92 | 2.46 | -1.84 | -1.63 | -0.42 | -3.09 | 3.96 | -1.49 | 1.85 | 3.3 | 7.03 | -0.56 | 13.8 |
1993 | 2.95 | -1.25 | 3.5 | -2.38 | 1.99 | 0.07 | 1.37 | 3.56 | 3.03 | 1.47 | -1.91 | -9.96 | 1.6 |
1994 | 3.22 | 0.73 | -5.26 | 0.61 | -3.25 | -3.59 | 1.62 | 5.66 | -1.74 | 0.54 | -4.13 | -5.61 | -11.3 |
1995 | -1.1 | 2.48 | 1.17 | 1.24 | 0.9 | 3.88 | 3.73 | 1.05 | 2.74 | -1.52 | 2.79 | -2.8 | 15.3 |
1996 | -1.55 | 2.47 | 2.78 | 5.69 | 5.32 | -1.98 | -4.89 | 5.41 | 3.97 | 1.5 | 5.05 | 3.44 | 30.1 |
1997 | 3.93 | -0.14 | -4.19 | -0.9 | 9.65 | 6.26 | 6.86 | 2.54 | 7.03 | -3.59 | 1.95 | 0.91 | 33.6 |
1998 | -0.28 | 7.35 | 5.27 | 0.69 | -3.54 | 0.9 | -4.91 | -17.18 | 5.51 | 2.3 | 5.86 | 4.22 | 3.6 |
1999 | -2.93 | -4.66 | -3.17 | 9.35 | 2.91 | 5.32 | -0.32 | -4.35 | -3.89 | -2.41 | 2.82 | 5.61 | 3.1 |
2000 | -5.02 | 0.18 | 3.57 | -2.5 | -4.87 | 4.47 | -0.71 | 7.09 | -4.44 | -3.24 | -9.33 | 6.29 | -9.5 |
2001 | 6.2 | -1.77 | -0.9 | 5.55 | 4.82 | 0.33 | -0.41 | -2.14 | -10.59 | 3.76 | 4.62 | 5.02 | 14 |
2002 | 2.66 | -0.16 | 6.57 | 5.94 | -1.22 | 1.39 | -10.78 | 0.4 | -6.02 | -0.93 | 1.9 | -1.51 | -3 |
2003 | -1.65 | -0.8 | 1.43 | 7.56 | 6.21 | 1.92 | 6.19 | 1.85 | 1.82 | 11.52 | 4.3 | -0.94 | 46.2 |
2004 | 5.42 | 1.24 | 2.51 | -7.56 | 3.06 | 4.57 | -2.79 | -1.29 | 6.26 | 0 | 10.82 | 2.08 | 25.7 |
2005 | -0.33 | 3.7 | -2.5 | -5.4 | 6.52 | 5.31 | 6.32 | -2.37 | 1.49 | -3.42 | 3.49 | -1.26 | 11.2 |
2006 | 6.94 | -1.52 | 3.91 | 1.19 | -4.6 | 0.1 | -3.38 | 0.58 | 2 | 4.34 | 2.68 | 0.69 | 13.1 |
2007 | 0.81 | -2 | 2.14 | 1.57 | 4.02 | -3.01 | -9.83 | -0.41 | -0.88 | -0.89 | -8.2 | -1.03 | -17.1 |
2008 | -6.09 | -3.59 | -0.88 | 2.29 | 2.88 | -8.83 | 4.23 | 3.61 | -8.68 | -19.41 | -12.38 | 5.56 | -36.7 |
2009 | -12.77 | -13.77 | 11.22 | 24.71 | 8.61 | 2.1 | 10.66 | 6.26 | 4.46 | -3.12 | 3.07 | 4.96 | 48.9 |
2010 | -2.83 | 4.04 | 6.69 | 2.76 | -7.88 | -5.99 | 8.95 | -5.08 | 11.36 | 3.16 | 1.4 | 7.74 | 24.6 |
2011 | 0.24 | 2.93 | 2.39 | 2.22 | 0.33 | -2.71 | -4.01 | -5.92 | -11.23 | 14.95 | -1.15 | 1.28 | -2.8 |
2012 | 5.86 | 3.08 | 2.44 | -1.41 | -7.29 | 2.48 | -1.62 | 3.17 | 2.39 | -1.39 | 2.42 | 2.42 | 12.6 |
2013 | 6.1 | 0.76 | 5.2 | 0.29 | 4.07 | 0.09 | 6.71 | -4.09 | 5.3 | 3.15 | 4.09 | 1.35 | 37.8 |
2014 | -3.45 | 4.02 | 1.13 | -3.78 | 2.12 | 4.44 | -5.9 | 4.35 | -4.25 | 5.48 | 0.72 | 2.2 | 6.4 |
2015 | -4.69 | 6 | 1.97 | -2.04 | 1.86 | 0.9 | -0.89 | -4.2 | -3.33 | 4.73 | 1.81 | -5.32 | -3.9 |
2016 | -7.01 | 1.24 | 7.04 | 0.96 | 1.97 | -0.11 | 4.09 | 0.46 | 0.18 | -3.76 | 9.22 | 1.67 | 16 |
2017 | 2.27 | 2.74 | -0.54 | 0.1 | -0.83 | 2.38 | 0.44 | -3.26 | 5.24 | 0.65 | 5.78 | 0.04 | 15.7 |
2018 | 1.82 | -5.11 | -0.29 | 0.2 | 3.51 | -0.06 | 2.13 | 2.8 | -2.57 | -10.43 | 3.63 | -11.83 | -16.4 |
2019 | 11.32 | 3.42 | -2.09 | 1.63 | -8.78 | 6.95 | 0 | -5.09 | 2.14 | 2.66 | 3.69 | 1.52 | 17.1 |
2020 | 3.7 | 3.75 | 2.84 | 6.49 | 14.19 | -23.42 | -9.41 | -4.78 | -2.9 | 1.25 | 17.31 | 7.36 | 10 |
2021 | 5.02 | -18.13 | 29.72 | 3.32 | -1.56 | 0.6 | -1.46 | 0.12 | -3.44 | 5.65 | -2.45 | -19.96 | -10.3 |
2022 | -7.72 | 4.31 | 1.49 | -8.6 | -2.42 | -8.81 | 9.38 | -3.44 | -11.05 | 13.63 | 2.27 | -8.72 | -20.8 |
2023 | 9.65 | -3.01 | -6.33 | -1.73 | -3.71 | 8.82 | 6.61 | -5.68 | -5.09 | -8.44 | 8.1 | 14.1 | 10.6 |
2024 | -3.89 | 11.5 |