EPSYX vs. CSUAX
Compare and contrast key facts about MainStay Epoch Global Equity Yield Fund (EPSYX) and Cohen & Steers Global Infrastructure Fund Class A (CSUAX).
EPSYX is managed by New York Life. It was launched on Dec 26, 2005. CSUAX is a passively managed fund by Cohen & Steers that tracks the performance of the FTSE Global Core Infrastructure 50/50 Index. It was launched on Aug 28, 2017.
Performance
EPSYX vs. CSUAX - Performance Comparison
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EPSYX vs. CSUAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EPSYX MainStay Epoch Global Equity Yield Fund | 2.83% | 22.09% | 15.38% | 12.50% | -5.37% | 17.40% | -1.38% | 23.19% | -9.23% | 16.31% |
CSUAX Cohen & Steers Global Infrastructure Fund Class A | 8.35% | 14.30% | 8.30% | 2.09% | -5.20% | 16.24% | -1.65% | 24.26% | -5.83% | 17.99% |
Returns By Period
In the year-to-date period, EPSYX achieves a 2.83% return, which is significantly lower than CSUAX's 8.35% return. Over the past 10 years, EPSYX has outperformed CSUAX with an annualized return of 9.00%, while CSUAX has yielded a comparatively lower 7.48% annualized return.
EPSYX
- 1D
- -0.16%
- 1M
- -6.89%
- YTD
- 2.83%
- 6M
- 6.24%
- 1Y
- 21.15%
- 3Y*
- 16.67%
- 5Y*
- 11.04%
- 10Y*
- 9.00%
CSUAX
- 1D
- 0.34%
- 1M
- -4.38%
- YTD
- 8.35%
- 6M
- 8.97%
- 1Y
- 17.98%
- 3Y*
- 10.78%
- 5Y*
- 7.79%
- 10Y*
- 7.48%
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EPSYX vs. CSUAX - Expense Ratio Comparison
EPSYX has a 0.84% expense ratio, which is lower than CSUAX's 1.22% expense ratio.
Return for Risk
EPSYX vs. CSUAX — Risk / Return Rank
EPSYX
CSUAX
EPSYX vs. CSUAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MainStay Epoch Global Equity Yield Fund (EPSYX) and Cohen & Steers Global Infrastructure Fund Class A (CSUAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| EPSYX | CSUAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.59 | 1.63 | -0.04 |
Sortino ratioReturn per unit of downside risk | 2.14 | 2.17 | -0.03 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.32 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.90 | 2.36 | -0.46 |
Martin ratioReturn relative to average drawdown | 8.96 | 10.32 | -1.36 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EPSYX | CSUAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.59 | 1.63 | -0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.86 | 0.61 | +0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.50 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.55 | -0.07 |
Correlation
The correlation between EPSYX and CSUAX is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
EPSYX vs. CSUAX - Dividend Comparison
EPSYX's dividend yield for the trailing twelve months is around 7.16%, less than CSUAX's 7.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPSYX MainStay Epoch Global Equity Yield Fund | 7.16% | 8.24% | 10.13% | 2.71% | 2.64% | 2.66% | 2.74% | 6.87% | 9.87% | 2.24% | 3.18% | 9.65% |
CSUAX Cohen & Steers Global Infrastructure Fund Class A | 7.46% | 8.09% | 2.23% | 2.17% | 3.55% | 2.95% | 1.30% | 1.52% | 2.08% | 5.00% | 2.04% | 6.20% |
Drawdowns
EPSYX vs. CSUAX - Drawdown Comparison
The maximum EPSYX drawdown since its inception was -48.92%, smaller than the maximum CSUAX drawdown of -52.20%. Use the drawdown chart below to compare losses from any high point for EPSYX and CSUAX.
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Drawdown Indicators
| EPSYX | CSUAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.92% | -52.20% | +3.28% |
Max Drawdown (1Y)Largest decline over 1 year | -10.78% | -7.98% | -2.80% |
Max Drawdown (5Y)Largest decline over 5 years | -18.92% | -20.45% | +1.53% |
Max Drawdown (10Y)Largest decline over 10 years | -36.35% | -35.05% | -1.30% |
Current DrawdownCurrent decline from peak | -6.89% | -4.38% | -2.51% |
Average DrawdownAverage peak-to-trough decline | -6.96% | -8.49% | +1.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.29% | 1.83% | +0.46% |
Volatility
EPSYX vs. CSUAX - Volatility Comparison
MainStay Epoch Global Equity Yield Fund (EPSYX) has a higher volatility of 3.84% compared to Cohen & Steers Global Infrastructure Fund Class A (CSUAX) at 3.26%. This indicates that EPSYX's price experiences larger fluctuations and is considered to be riskier than CSUAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EPSYX | CSUAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.84% | 3.26% | +0.58% |
Volatility (6M)Calculated over the trailing 6-month period | 7.60% | 6.89% | +0.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.88% | 11.48% | +2.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.98% | 12.89% | +0.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.84% | 14.89% | -0.05% |