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HRSCX: EAGLE SMALL CAP GROWTH FUND CLASS A (MUTUAL FUND)
Basic Info 24.25 0.95(3.77%) June 05
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (43%) |
| Start Date: | 12/23/1994 |
| Last Dividend Date: | 12/26/2025 |
| 12-Mo. Yield | 9.14% |
| Expenses | 0.71% |
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Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.9 | 15.1 | 32.0 | 16.2 | 3.7 | 9.5 | 9.0 | 8.8 | 9.7 | 11.3 | 12.8 | 14.1 | -27.7 | 0.8 | 37.3 | 25.4 | -10.9 | 22.9 | 9.8 | -0.9 | 6.7 | 34.1 | 14.2 | -1.6 | 35.1 | 34.2 | -36.5 | 7.1 | 17.6 | 1.4 | 16.9 | 40.4 | -19.2 | 12.4 | 5.4 | 7.1 | -12.2 | 29.3 | 27.5 | 31.3 | -4.9 |
| Sharpe Ratio | NA | 2.16 | 1.86 | 0.72 | 0.07 | 0.34 | NA | NA | 0.36 | 0.34 | 0.5 | 0.56 | -0.9 | 0.03 | 0.93 | 1.32 | -0.57 | 1.83 | 0.51 | -0.05 | 0.27 | 2.32 | 0.77 | -0.05 | 1.47 | 1.16 | -0.92 | 0.21 | 1.0 | -0.06 | 1.14 | 2.31 | -0.87 | 0.45 | 0.04 | 0.26 | -0.79 | 2.06 | 2.04 | 2.95 | -2.19 |
| Draw Down(%) | NA | 12.1 | 12.1 | 28.4 | 38.2 | 38.3 | NA | NA | 55.7 | 26.6 | 11.6 | 15.9 | 32.3 | 15.7 | 38.3 | 11.7 | 29.4 | 7.7 | 17.7 | 16.8 | 13.6 | 6.8 | 15.7 | 28.5 | 16.2 | 27.1 | 50.0 | 12.7 | 16.0 | 12.2 | 13.6 | 15.9 | 36.7 | 23.2 | 21.1 | 20.0 | 41.8 | 10.8 | 16.0 | 5.2 | 6.0 |
| Standard Deviation(%) | NA | 22.8 | 19.7 | 21.1 | 23.6 | 24.0 | NA | NA | 22.2 | 24.4 | 18.6 | 18.7 | 32.3 | 23.7 | 39.4 | 18.1 | 21.9 | 12.2 | 18.8 | 17.5 | 24.5 | 14.7 | 18.5 | 31.8 | 23.8 | 29.4 | 40.5 | 18.7 | 14.3 | 13.7 | 14.0 | 17.2 | 23.3 | 22.4 | 27.4 | 14.4 | 19.8 | 12.4 | 11.5 | 9.3 | 45.8 |
| Treynor Ratio | NA | 0.5 | 0.38 | 0.16 | 0.02 | 0.08 | NA | NA | 0.09 | 0.09 | 0.1 | 0.11 | -0.3 | 0.01 | 0.36 | 0.21 | -0.11 | 0.2 | 0.09 | -0.01 | 0.06 | 0.34 | 0.14 | -0.02 | 0.36 | 0.39 | -0.4 | 0.04 | 0.17 | -0.01 | 0.22 | 0.47 | -0.23 | 0.12 | 0.02 | 0.05 | -0.2 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.01 | 0.02 | 0.0 | 0.0 | -0.01 | NA | NA | 0.01 | 0.01 | -0.01 | -0.02 | 0.0 | -0.02 | 0.0 | -0.03 | -0.02 | -0.01 | 0.0 | 0.01 | 0.01 | -0.01 | -0.01 | 0.0 | 0.02 | -0.01 | 0.01 | -0.01 | 0.02 | -0.02 | 0.02 | 0.01 | -0.03 | 0.05 | 0.02 | -0.03 | -0.05 | NA | NA | NA | NA |
| Beta | NA | 0.99 | 0.96 | 0.97 | 0.98 | 1.02 | NA | NA | 0.93 | 0.98 | 0.97 | 0.93 | 0.97 | 1.11 | 1.02 | 1.12 | 1.11 | 1.13 | 1.04 | 1.07 | 1.17 | 0.99 | 1.05 | 0.97 | 0.98 | 0.88 | 0.92 | 1.0 | 0.82 | 0.89 | 0.72 | 0.84 | 0.89 | 0.81 | 0.7 | 0.73 | 0.78 | NA | NA | NA | NA |
| RSquared | NA | 0.92 | 0.89 | 0.94 | 0.95 | 0.96 | NA | NA | 0.88 | 0.94 | 0.94 | 0.94 | 0.97 | 0.96 | 0.98 | 0.95 | 0.97 | 0.9 | 0.95 | 0.95 | 0.55 | 0.95 | 0.95 | 0.98 | 0.97 | 0.96 | 0.98 | 0.96 | 0.94 | 0.94 | 0.91 | 0.9 | 0.91 | 0.84 | 0.82 | 0.63 | 0.76 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 8.6 | 21.0 | 9.9 | 20.2 | 29.1 | 21.3 | 7.8 | 18.3 | 9.2 | 3.3 | 6.5 | 11.6 | 1.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 16.2 | 8.5 | 3.4 | 5.1 | 0.0 | 0.0 | 6.5 | 11.1 | 0.0 | 0.0 | 7.5 | 9.4 | 0.1 | 0.1 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -61.6 | 122.2 | -75.0 | -49.1 | 54.4 | 223.3 | -70.2 | 127.6 | 204.5 | -54.2 | -46.6 | 839.7 | N/A | N/A | N/A | N/A | N/A | -100.0 | 104.7 | 150.0 | -26.8 | N/A | N/A | -100.0 | -45.9 | N/A | N/A | -100.0 | -8.1 | 16972.7 | -15.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/07/1993
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