Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ETIFX (EAGLE TACTICAL ALLOCATION FUND CLASS I) | NA | 11.18% | 4.60% | 6.66% | NA | NA | NA | … | … |
Data as of 02/26/2021, Common starting date is 01/04/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ETIFX (EAGLE TACTICAL ALLOCATION FUND CLASS I) | 01/04/2016 | 02/26/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 11.18 | 4.60 | 6.66 | NA | NA | NA | … | … | 1.51 | 9.11 | 13.50 | -7.15 | 12.44 | 4.22 |
| Sharpe Ratio | NA | 0.87 | 0.36 | 0.68 | NA | NA | NA | … | … | 2.16 | 0.70 | 2.57 | -0.67 | 2.47 | 0.81 |
| Standard Deviation(%) | NA | 12.69 | 10.16 | 8.74 | NA | NA | NA | … | … | 4.82 | 12.66 | 4.70 | 12.58 | 4.79 | 4.96 |
| Draw Down(%) | NA | 14.04 | 15.52 | 15.52 | NA | NA | NA | … | … | 1.60 | 14.89 | 2.23 | 15.52 | 1.73 | 3.10 |
| Yield(%) | 0.00 | 1.16 | 2.12 | 2.27 | 1.13 | 0.75 | 0.56 | … | … | 0.00 | 1.15 | 1.59 | 3.89 | 3.11 | 0.69 |
Data as of 02/26/2021, Common starting date is 01/04/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ETIFX (EAGLE TACTICAL ALLOCATION FUND CLASS I) |
2.82%
Mar 2017 – Mar 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ETIFX (EAGLE TACTICAL ALLOCATION FUND CLASS I) |
5.82%
Nov 2016 – Nov 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart