Mainstay Epoch Competition

EPSYX Fund

USD 24.46 0.07 0.29%

Mainstay Epoch Global competes with The Gabelli, American Century, Jhancock Diversified, Harbor Diversified, and Pgim Jennison; as well as few others. The fund is listed under World Large-Stock Value category and is part of New York Life Investment Management LLC family. Analyzing Mainstay Epoch competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Mainstay Epoch to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Mainstay Epoch Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Mainstay Epoch competition on your existing holdings.

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Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Mainstay Epoch's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.

Hype

Prediction

Low	Estimated	High
23.92	24.46	25.00

Details

Intrinsic

Valuation

Low	Real	High
23.85	24.39	24.93

Details

Mainstay Epoch Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Mainstay Epoch and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Mainstay and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Mainstay Epoch Global does not affect the price movement of the other competitor.

	GABSX	ACDOX	JDJRX	HIIDX	TBDQX	LIGFX	RTOUX
GABSX		0.0	0.5	0.46	0.51	0.72	0.54	GABSX
ACDOX	0.0		0.51	0.57	-0.7	-0.33	-0.62	ACDOX
JDJRX	0.5	0.51		0.81	-0.1	0.13	-0.19	JDJRX
HIIDX	0.46	0.57	0.81		-0.14	0.08	-0.26	HIIDX
TBDQX	0.51	-0.7	-0.1	-0.14		0.87	0.89	TBDQX
LIGFX	0.72	-0.33	0.13	0.08	0.87		0.88	LIGFX
RTOUX	0.54	-0.62	-0.19	-0.26	0.89	0.88		RTOUX
	GABSX	ACDOX	JDJRX	HIIDX	TBDQX	LIGFX	RTOUX

Click cells to compare fundamentals

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High positive correlations

RTOUX	+ 0.89	TBDQX
RTOUX	+ 0.88	LIGFX
LIGFX	+ 0.87	TBDQX
HIIDX	+ 0.81	JDJRX
LIGFX	+ 0.72	GABSX
HIIDX	+ 0.57	ACDOX

High negative correlations

TBDQX	- 0.7	ACDOX
RTOUX	- 0.62	ACDOX
LIGFX	- 0.33	ACDOX
RTOUX	- 0.26	HIIDX
RTOUX	- 0.19	JDJRX
TBDQX	- 0.14	HIIDX

Risk-Adjusted Indicators

There is a big difference between Mainstay Mutual Fund performing well and Mainstay Epoch Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Mainstay Epoch's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
GABSX	0.84	(0.12)	(0.05)	0.03	1.44	(0.81)	1.68	(1.35)	8.80
ACDOX	0.23	(0.01)	0.00	0.34	0.00	0.00	0.44	(0.54)	1.39
JDJRX	0.44	(0.08)	0.00	(0.09)	0.00	0.00	1.00	(0.89)	2.54
HIIDX	0.63	(0.12)	0.00	(0.11)	0.00	0.00	1.26	(1.49)	4.09
TBDQX	0.75	(0.02)	(0.02)	0.09	1.10	(0.68)	1.67	(2.39)	5.04
LIGFX	0.25	(0.01)	(0.30)	0.07	0.21	(0.29)	0.55	(0.50)	1.23
RTOUX	0.80	(0.03)	0.01	0.09	0.84	(0.88)	1.78	(1.45)	6.26

Unable to evaluate fundamental data of [GABSX, ACDOX, JDJRX, HIIDX, TBDQX, LIGFX, RTOUX] at this time. Please try again later

All Fundamental Data

Mainstay Epoch Competitive Analysis

The better you understand Mainstay Epoch competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Mainstay Epoch's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Mainstay Epoch's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	EPSYX	GABSX	ACDOX	JDJRX	HIIDX	TBDQX	LIGFX	RTOUX
	0.29 24.46 Mainstay	0.30 46.92 The	0.22 9.21 American	0.56 8.96 Jhancock	0.48 12.65 HARBOR	0.80 21.50 Pgim	0.43 16.52 Lord	0.15 45.61 Tax-managed
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Modest	Insignificant	Very Weak	Very Weak	Very Weak	Good	Good	Good
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Over Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Buy	Strong Hold	Cautious Hold	Buy	Strong Hold	Strong Hold	Strong Hold	Strong Hold
Net Asset	806.29 M	1.68 B	1.81 B	215.57 M	995.86 M	208.96 M	1.56 B	708.97 M
Price To Book	2.38 X	2.28 X	N/A	N/A	N/A	N/A	1.53 X	N/A
Five Year Return	8.72 %	13.29 %	N/A	1.97 %	4.91 %	18.53 %	5.70 %	9.39 %
One Year Return	26.26 %	32.01 %	7.03 %	(2.36) %	12.28 %	35.17 %	16.83 %	29.52 %
Last Dividend Paid	0.2	N/A	N/A	0.2	N/A	N/A	0.02	N/A
Price To Earning	17.17 X	19.54 X	N/A	N/A	N/A	N/A	15.43 X	N/A
Price To Sales	1.68 X	0.97 X	N/A	N/A	N/A	N/A	1.27 X	N/A
Cash Position Weight	2.00 %	0.09 %	N/A	56.27 %	2.68 %	0.60 %	1.24 %	2.84 %
Equity Positions Weight	97.84 %	99.84 %	N/A	35.24 %	97.32 %	99.40 %	50.24 %	97.14 %
Three Year Return	9.57 %	8.21 %	N/A	4.55 %	0.94 %	7.49 %	1.44 %	2.60 %
Annual Yield	0.03 %	0.0001 %	0 %	0.01 %	0.02 %	N/A	0.04 %	0 %
Year To Date Return	20.03 %	19.26 %	2.04 %	1.81 %	5.52 %	29.42 %	11.79 %	15.86 %
Bond Positions Weight	N/A	N/A	N/A	(92.27) %	N/A	N/A	46.58 %	N/A
Ten Year Return	7.42 %	8.52 %	N/A	N/A	N/A	13.74 %	5.79 %	9.19 %
Daily Balance Of Power	(9,223,372,036,855)	(9,223,372,036,855)	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	(9,223,372,036,855)
Day Typical Price	24.46	46.92	9.21	8.96	12.65	21.5	16.52	45.61
Period Momentum Indicator	(0.07)	(0.14)	0.02	0.05	0.06	0.17	0.07	(0.07)
Rate Of Daily Change	1.0	1.0	1.0	1.01	1.0	1.01	1.0	1.0
Day Median Price	24.46	46.92	9.21	8.96	12.65	21.5	16.52	45.61
Price Action Indicator	(0.04)	(0.07)	0.01	0.025	0.03	0.085	0.035	(0.04)
Coefficient Of Variation	2001.7	2913.76	(2,509)	(2,204)	(1,805)	1102.73	926.3	869.83
Mean Deviation	0.4575	0.8393	0.2344	0.4357	0.6346	0.7519	0.2485	0.8015
Jensen Alpha	(0.05)	(0.12)	(0.01)	(0.08)	(0.12)	(0.02)	(0.01)	(0.03)
Total Risk Alpha	(0.07)	(0.17)	(0.07)	(0.12)	(0.18)	(0.08)	(0.02)	(0.05)
Sortino Ratio	(0.18)	(0.05)	N/A	N/A	N/A	(0.02)	(0.30)	0.0053
Downside Variance	0.2994	2.53	N/A	N/A	N/A	2.05	0.0928	0.9746
Standard Deviation	0.5558	1.37	0.3164	0.5603	0.8318	1.1	0.3062	1.14
Kurtosis	(0.49)	10.1	0.9816	(0.19)	1.06	1.49	(0.42)	4.08
Potential Upside	0.8288	1.68	0.4381	1.0	1.26	1.67	0.5518	1.78
Treynor Ratio	0.0293	0.0273	0.3375	(0.09)	(0.11)	0.0938	0.0736	0.0904
Maximum Drawdown	2.19	8.8	1.39	2.54	4.09	5.04	1.23	6.26
Variance	0.3089	1.87	0.1001	0.3139	0.6919	1.21	0.0937	1.29
Market Risk Adjusted Performance	0.0393	0.0373	0.3475	(0.08)	(0.1)	0.1038	0.0836	0.1004
Risk Adjusted Performance	0.0345	0.0307	(0.04)	(0.04)	(0.04)	0.0725	0.0677	0.0913
Skewness	(0.18)	(0.92)	(0.15)	0.1087	0.4016	(0.63)	(0.07)	0.9618
Semi Deviation	0.5116	1.44	N/A	N/A	N/A	1.1	0.2113	0.8352
Information Ratio	(0.18)	(0.06)	(0.44)	(0.27)	(0.21)	(0.02)	(0.30)	0.0046
Value At Risk	(0.94)	(1.35)	(0.54)	(0.89)	(1.49)	(2.39)	(0.50)	(1.45)
Expected Short fall	(0.50)	(0.81)	N/A	N/A	N/A	(0.68)	(0.29)	(0.88)
Downside Deviation	0.5472	1.59	N/A	N/A	N/A	1.43	0.3046	0.9872
Semi Variance	0.2618	2.08	N/A	N/A	N/A	1.22	0.0447	0.6975

Mainstay Epoch Competition Performance Charts

Five steps to successful analysis of Mainstay Epoch Competition

Mainstay Epoch's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Mainstay Epoch Global in relation to its competition. Mainstay Epoch's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Mainstay Epoch in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Mainstay Epoch's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Mainstay Epoch Global, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Mainstay Epoch position

In addition to having Mainstay Epoch in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Biotech Theme or any other thematic opportunities.

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Other Information on Investing in Mainstay Mutual Fund

Mainstay Epoch financial ratios help investors to determine whether Mainstay Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Mainstay with respect to the benefits of owning Mainstay Epoch security.

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