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 23.7