Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EGLNX (Eagle MLP Strategy Fund – Shares) | 25.16% | 27.89% | 28.96% | 24.07% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/16/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EGLNX (Eagle MLP Strategy Fund – Shares) | 08/16/2018 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.05 | 27.89 | 28.96 | 24.07 | NA | NA | NA | … | … | 25.16 | 4.24 | 43.32 | 16.09 | 33.55 | 49.16 | -23.48 | 9.45 | -21.10 |
| Sharpe Ratio | NA | 1.65 | 1.50 | 1.08 | NA | NA | NA | … | … | 3.79 | 0.07 | 2.76 | 0.75 | 1.06 | 1.98 | -0.42 | 0.50 | -2.06 |
| Standard Deviation(%) | NA | 14.94 | 17.16 | 21.38 | NA | NA | NA | … | … | 16.45 | 20.79 | 14.40 | 16.77 | 30.35 | 24.86 | 56.22 | 15.98 | 23.83 |
| Draw Down(%) | NA | 7.20 | 17.10 | 22.05 | NA | NA | NA | … | … | 7.16 | 17.10 | 9.99 | 10.19 | 22.05 | 14.63 | 60.92 | 18.44 | 26.94 |
| Yield(%) | 0.00 | 4.03 | 6.44 | 7.30 | 4.40 | 2.93 | 2.20 | … | … | 1.27 | 4.82 | 5.87 | 6.54 | 6.43 | 7.36 | 7.43 | 8.04 | 1.69 |
Data as of 06/05/2026, Common starting date is 08/16/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EGLNX (Eagle MLP Strategy Fund – Shares) |
-0.37%
Sep 2018 – Sep 2021 |
8.33%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EGLNX (Eagle MLP Strategy Fund – Shares) |
45.11%
Mar 2020 – Mar 2023 |
40.28%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart