Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EGERX (EAGLE SMALLER COMPANY FUND CLASS R-3) | NA | -18.13% | -0.62% | 1.76% | NA | NA | NA | … | … |
Data as of 07/19/2018, Common starting date is 10/07/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EGERX (EAGLE SMALLER COMPANY FUND CLASS R-3) | 10/07/2008 | 07/19/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -18.13 | -0.62 | 1.76 | NA | NA | NA | … | … | -24.35 | 19.07 | 17.83 | -6.48 | -0.60 | 36.15 | 14.69 | -1.48 | 23.09 | 28.18 | -3.64 |
| Sharpe Ratio | NA | -0.45 | -0.05 | 0.06 | NA | NA | NA | … | … | -0.73 | 1.88 | 1.11 | -0.42 | -0.04 | 2.74 | 0.97 | -0.05 | 1.06 | 0.84 | -0.28 |
| Standard Deviation(%) | NA | 42.04 | 27.22 | 22.72 | NA | NA | NA | … | … | 56.24 | 9.86 | 15.76 | 15.50 | 13.98 | 13.20 | 15.28 | 29.41 | 21.64 | 33.50 | 53.06 |
| Draw Down(%) | NA | 33.79 | 33.79 | 33.79 | NA | NA | NA | … | … | 33.79 | 5.14 | 12.18 | 14.55 | 12.72 | 5.54 | 12.34 | 25.96 | 17.91 | 31.90 | 26.03 |
| Yield(%) | 0.00 | 10.37 | 7.13 | 13.14 | 14.26 | 9.51 | 7.13 | … | … | 0.00 | 11.37 | 11.17 | 21.04 | 34.07 | 2.77 | 8.49 | 13.04 | 9.86 | 0.00 | 0.00 |
Data as of 07/19/2018, Common starting date is 10/07/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EGERX (EAGLE SMALLER COMPANY FUND CLASS R-3) |
2.04%
Oct 2013 – Oct 2016 |
5.24%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EGERX (EAGLE SMALLER COMPANY FUND CLASS R-3) |
29.16%
Feb 2009 – Feb 2012 |
24.75%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart