MainStay

  • MainStay Epoch US Small Cap Fund

MainStay Epoch US Small Cap Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1987 2.2 -1.4 -6.6 -0.1 1.3 0.5 1 0.2 -0.9 -0.1 1.2 0 0
1988 2.6 -1.7 1.2 2.4 -1.3 0.1 3.4 -0.4 -0.1 0.5 1.8 3.7 12.8
1989 -4.9 0.3 -4.9 0.4 2.3 3.5 -0.4 3.7 3.5 1.3 1.1 4.1 9.9
1990 4 5.3 -4.2 -5.6 -11.3 -3.1 -0.5 5.6 -2.8 2.4 2 -4.9 -13.6
1991 7.7 -4.1 1.3 -0.1 2.3 3.3 -4.1 3.9 -0.6 4.2 7.5 7.1 31.2
1992 -0.6 7 3.3 1.9 -1.5 4 -3.1 -0.4 -1.6 -1.8 2.5 3.9 0
1993 -10 -1.9 1.5 3 3.6 1.4 0.1 2 -2.4 3.5 -1.3 3 1.6
1994 -5.6 -4.1 0.5 -1.7 5.7 1.6 -3.6 -3.3 0.6 -5.3 0.7 3.2 -11.3
1995 -2.8 2.8 -1.5 2.7 1.1 3.7 3.9 0.9 1.2 1.2 2.5 -1.1 15.3
1996 3.4 5.1 1.5 4 5.4 -4.9 -2 5.3 5.7 2.8 2.5 -1.6 30.1
1997 0.9 2 -3.6 7 2.5 6.9 6.3 9.7 -0.9 -4.2 -0.1 3.9 33.6
1998 4.2 5.9 2.3 5.5 -17.2 -4.9 0.9 -3.5 0.7 5.3 7.4 -0.3 3.6
1999 5.6 2.8 -2.4 -3.9 -4.4 -0.3 5.3 2.9 9.4 -3.2 -4.7 -2.9 3.1
2000 6.3 -9.3 -3.2 -4.4 7.1 -0.7 4.5 -4.9 -2.5 3.6 0.2 -5 0
2001 5 4.6 3.8 -10.6 -2.1 -0.4 0.3 4.8 5.6 -0.9 -1.8 6.2 14
2002 -1.5 1.9 -0.9 -6 0.4 -10.8 1.4 -1.2 5.9 6.6 -0.2 2.7 -3
2003 -0.9 4.3 11.5 1.8 1.9 6.2 1.9 6.2 7.6 1.4 -0.8 -1.7 46.2
2004 2.1 10.8 0 6.3 -1.3 -2.8 4.6 3.1 -7.6 2.5 1.2 5.4 0
2005 -1.3 3.5 -3.4 1.5 -2.4 6.3 5.3 6.5 -5.4 -2.5 3.7 -0.3 11.2
2006 0.7 2.7 4.3 2 0.6 -3.4 0.1 -4.6 1.2 3.9 -1.5 6.9 13.1
2007 -1 -8.2 -0.9 -0.9 -0.4 -9.8 -3 4 1.6 2.1 -2 0.8 -17.1
2008 5.6 -12.4 -19.4 -8.7 3.6 4.2 -8.8 2.9 2.3 -0.9 -3.6 -6.1 -36.7
2009 5 3.1 -3.1 4.5 6.3 10.7 2.1 8.6 24.7 11.2 -13.8 -12.8 48.9
2010 7.7 1.4 3.2 11.4 -5.1 9 -6 -7.9 2.8 6.7 4 -2.8 24.6
2011 1.3 -1.2 15 -11.2 -5.9 -4 -2.7 0.3 2.2 2.4 2.9 0.2 -2.8
2012 2.4 2.4 -1.4 2.4 3.2 -1.6 2.5 -7.3 -1.4 2.4 3.1 5.9 0
2013 1.4 4.1 3.2 5.3 -4.1 6.7 0.1 4.1 0.3 5.2 0.8 6.1 37.8
2014 2.2 0.7 5.5 -4.3 4.4 -5.9 4.4 2.1 -3.8 1.1 4 -3.5 6.4
2015 -5.3 1.8 4.7 -3.3 -4.2 -0.9 0.9 1.9 -2 2 6 -4.7 -3.9
2016 1.7 9.2 -3.8 0.2 0.5 4.1 -0.1 2 1 7 1.2 -7 16
2017 0 5.8 0.7 5.2 -3.3 0.4 2.4 -0.8 0.1 -0.5 2.7 2.3 15.7
2018 -11.8 3.6 -10.4 -2.6 2.8 2.1 -0.1 3.5 0.2 -0.3 -5.1 1.8 -16.4
2019 1.5 3.7 2.7 2.1 -5.1 0 7 -8.8 1.6 -2.1 3.4 11.3 17.1
2020 7.4 17.3 1.3 -2.9 3.7 3.8 2.8 6.5 14.2 -23.4 -9.4 -4.8 10
2021 -20 -2.5 5.7 -3.4 0.1 -1.5 0.6 -1.6 3.3 29.7 -18.1 5 -10.3
2022 -8.7 2.3 13.6 -11.1 -3.4 9.4 -8.8 -2.4 -8.6 1.5 4.3 -7.7 -20.8
2023 14.1 8.1 -8.4 -5.1 -5.7 6.6 8.8 -3.7 -1.7 -6.3 -3 9.7 10.6
2024 0 -4.1 4.1 6.3 -3.9 0 0 0 0 0 0 0 0.2