MYIIX vs. EPLCX
Compare and contrast key facts about MainStay WMC International Research Equity Fund (MYIIX) and MainStay Epoch U.S. Equity Yield Fund (EPLCX).
MYIIX is managed by New York Life. It was launched on Sep 28, 2007. EPLCX is managed by New York Life. It was launched on Dec 3, 2008.
Performance
MYIIX vs. EPLCX - Performance Comparison
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MYIIX vs. EPLCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MYIIX MainStay WMC International Research Equity Fund | -0.87% | 39.10% | 7.56% | 13.56% | -15.94% | 10.65% | 1.75% | 17.15% | -23.31% | 23.20% |
EPLCX MainStay Epoch U.S. Equity Yield Fund | 1.68% | 14.03% | 18.42% | 8.83% | -2.56% | 22.98% | 0.24% | 23.98% | -5.37% | 16.91% |
Returns By Period
In the year-to-date period, MYIIX achieves a -0.87% return, which is significantly lower than EPLCX's 1.68% return. Over the past 10 years, MYIIX has underperformed EPLCX with an annualized return of 6.53%, while EPLCX has yielded a comparatively higher 10.04% annualized return.
MYIIX
- 1D
- 0.10%
- 1M
- -11.08%
- YTD
- -0.87%
- 6M
- 5.98%
- 1Y
- 29.46%
- 3Y*
- 16.37%
- 5Y*
- 8.52%
- 10Y*
- 6.53%
EPLCX
- 1D
- 0.04%
- 1M
- -6.13%
- YTD
- 1.68%
- 6M
- 3.55%
- 1Y
- 13.54%
- 3Y*
- 14.83%
- 5Y*
- 10.58%
- 10Y*
- 10.04%
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MYIIX vs. EPLCX - Expense Ratio Comparison
MYIIX has a 0.86% expense ratio, which is higher than EPLCX's 0.73% expense ratio.
Return for Risk
MYIIX vs. EPLCX — Risk / Return Rank
MYIIX
EPLCX
MYIIX vs. EPLCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MainStay WMC International Research Equity Fund (MYIIX) and MainStay Epoch U.S. Equity Yield Fund (EPLCX). 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.
| MYIIX | EPLCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.86 | 1.02 | +0.84 |
Sortino ratioReturn per unit of downside risk | 2.35 | 1.46 | +0.89 |
Omega ratioGain probability vs. loss probability | 1.37 | 1.22 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 2.18 | 1.19 | +0.99 |
Martin ratioReturn relative to average drawdown | 9.00 | 5.53 | +3.47 |
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
| MYIIX | EPLCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.86 | 1.02 | +0.84 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.79 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.64 | -0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.16 | 0.73 | -0.57 |
Correlation
The correlation between MYIIX and EPLCX is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
MYIIX vs. EPLCX - Dividend Comparison
MYIIX's dividend yield for the trailing twelve months is around 2.95%, less than EPLCX's 6.75% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MYIIX MainStay WMC International Research Equity Fund | 2.95% | 2.92% | 1.88% | 2.05% | 1.98% | 2.74% | 2.13% | 10.18% | 6.35% | 1.76% | 3.16% | 0.90% |
EPLCX MainStay Epoch U.S. Equity Yield Fund | 6.75% | 7.30% | 10.72% | 5.56% | 3.83% | 1.90% | 2.36% | 4.00% | 5.75% | 5.55% | 1.98% | 6.59% |
Drawdowns
MYIIX vs. EPLCX - Drawdown Comparison
The maximum MYIIX drawdown since its inception was -62.79%, which is greater than EPLCX's maximum drawdown of -35.85%. Use the drawdown chart below to compare losses from any high point for MYIIX and EPLCX.
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Drawdown Indicators
| MYIIX | EPLCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.79% | -35.85% | -26.94% |
Max Drawdown (1Y)Largest decline over 1 year | -11.17% | -11.11% | -0.06% |
Max Drawdown (5Y)Largest decline over 5 years | -30.71% | -16.12% | -14.59% |
Max Drawdown (10Y)Largest decline over 10 years | -44.88% | -35.85% | -9.03% |
Current DrawdownCurrent decline from peak | -11.08% | -6.21% | -4.87% |
Average DrawdownAverage peak-to-trough decline | -17.33% | -3.57% | -13.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.00% | 2.38% | +0.62% |
Volatility
MYIIX vs. EPLCX - Volatility Comparison
MainStay WMC International Research Equity Fund (MYIIX) has a higher volatility of 6.13% compared to MainStay Epoch U.S. Equity Yield Fund (EPLCX) at 3.18%. This indicates that MYIIX's price experiences larger fluctuations and is considered to be riskier than EPLCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MYIIX | EPLCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.13% | 3.18% | +2.95% |
Volatility (6M)Calculated over the trailing 6-month period | 10.12% | 7.20% | +2.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.05% | 14.50% | +0.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.01% | 13.45% | +1.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.96% | 15.63% | +0.33% |