Mainstay Epoch Global Fund Price on September 30, 2021
| EPSIX Fund | USD 21.11 0.01 0.05% |
Below is the normalized historical share price chart for Mainstay Epoch Global extending back to November 13, 2009. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Mainstay Epoch stands at 21.11, as last reported on the 18th of April 2024, with the highest price reaching 21.11 and the lowest price hitting 21.11 during the day.
If you're considering investing in Mainstay Mutual Fund, it is important to understand the factors that can impact its price. We consider Mainstay Epoch very steady. Mainstay Epoch Global has Sharpe Ratio of 0.0434, which conveys that the entity had a 0.0434% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Mainstay Epoch, which you can use to evaluate the volatility of the fund. Please verify Mainstay Epoch's Downside Deviation of 0.6904, risk adjusted performance of 0.0301, and Mean Deviation of 0.4722 to check out if the risk estimate we provide is consistent with the expected return of 0.0269%.
Mainstay Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Mainstay |
Sharpe Ratio = 0.0434
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| Negative Returns | EPSIX |
Estimated Market Risk
| 0.62 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 3 97% of assets perform better |
Based on monthly moving average Mainstay Epoch is performing at about 3% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Mainstay Epoch by adding it to a well-diversified portfolio.
Mainstay Epoch Valuation on September 30, 2021
It is possible to determine the worth of Mainstay Epoch on a given historical date. On September 30, 2021 Mainstay was worth 20.58 at the beginning of the trading date compared to the closed value of 19.54. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Mainstay Epoch mutual fund. Still, in general, we apply an absolute valuation method to find Mainstay Epoch's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Mainstay Epoch where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Mainstay Epoch's related companies.
| Open | High | Low | Close | Volume | |
04/04/2022 | 20.58 | 20.58 | 19.54 | 19.54 | 1.00 |
| 20.42 | 20.42 | 19.39 | 19.39 | 1.00 |
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Mainstay Epoch Trading Date Momentum on September 30, 2021
The event impact on price volatility cannot be determined at this time. Please check this event after some time to allow current data to be analyzed.Mainstay Epoch Global Fundamentals Correlations and Trends
By evaluating Mainstay Epoch's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Mainstay Epoch's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Mainstay financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Mainstay Epoch Mutual Fund history
Mainstay Epoch investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Mainstay is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Mainstay Epoch Global will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Mainstay Epoch stock prices may prove useful in developing a viable investing in Mainstay Epoch
The fund generally invests in a diversified portfolio consisting of equity securities of companies located throughout the world, including the U.S., that have a history of attractive dividend yields and positive growth in operating cash flow. It normally invests at least 80 percent of its assets in equity securities of dividend-paying companies across all market capitalizations. The fund may invest up to 20 percent of its net assets in securities issued by companies in emerging markets.
Mainstay Epoch Mutual Fund Technical Analysis
Mainstay Epoch technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Mainstay Epoch Period Price Range
Low | April 4, 2022
| High |
20.58 | 19.54 |
Mainstay Epoch April 18, 2024 Market Strength
Market strength indicators help investors to evaluate how Mainstay Epoch mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Mainstay Epoch shares will generate the highest return on investment. By undertsting and applying Mainstay Epoch mutual fund market strength indicators, traders can identify Mainstay Epoch Global entry and exit signals to maximize returns
Mainstay Epoch Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Mainstay Epoch's price direction in advance. Along with the technical and fundamental analysis of Mainstay Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Mainstay to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.0301 | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | (0.03) | |||
| Sortino Ratio | (0.04) | |||
| Treynor Ratio | 0.0223 |
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Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Mainstay Epoch Global. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Global Markets Map module to get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes.