Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HAGAX (EAGLE MID CAP GROWTH FUND CLASS A) | 5.26% | 5.98% | 11.07% | 3.54% | 11.37% | 11.15% | 10.53% | … | … |
Data as of 06/08/2026, Common starting date is 11/06/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HAGAX (EAGLE MID CAP GROWTH FUND CLASS A) | 11/06/1998 | 06/08/2026 |
| 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.42 | 5.98 | 11.07 | 3.54 | 11.37 | 11.15 | 10.53 | … | … | 5.26 | 4.50 | 12.64 | 19.76 | -25.85 | 11.19 | 39.79 | 34.50 | -6.45 | 29.90 | 6.72 | 2.17 | 10.80 | 37.64 | 15.95 | -8.92 | 29.97 | 39.80 | -38.91 | 25.51 | 8.25 | 7.05 | 10.97 | 32.03 | -13.11 | 4.20 | -0.65 | 48.62 | 14.09 |
| Sharpe Ratio | NA | 0.22 | 0.40 | 0.05 | 0.45 | NA | NA | … | … | 0.49 | 0.07 | 0.54 | 0.94 | -0.91 | 0.59 | 1.08 | 2.13 | -0.39 | 3.04 | 0.39 | 0.14 | 0.52 | 2.71 | 0.91 | -0.29 | 1.35 | 1.38 | -0.94 | 1.26 | 0.33 | 0.41 | 0.66 | 1.78 | -0.60 | 0.06 | -0.14 | 2.36 | 8.84 |
| Standard Deviation(%) | NA | 17.16 | 19.96 | 21.92 | 21.92 | NA | NA | … | … | 20.46 | 24.52 | 16.83 | 17.26 | 30.04 | 18.94 | 36.61 | 15.53 | 20.05 | 9.65 | 16.69 | 15.74 | 20.65 | 13.87 | 17.71 | 30.75 | 22.15 | 28.82 | 42.45 | 17.81 | 14.67 | 11.81 | 15.19 | 17.56 | 23.77 | 27.81 | 34.55 | 19.15 | 16.08 |
| Draw Down(%) | NA | 12.53 | 26.77 | 34.36 | 37.05 | NA | NA | … | … | 11.35 | 26.59 | 13.03 | 15.29 | 30.50 | 13.18 | 37.05 | 7.14 | 25.71 | 3.72 | 17.47 | 14.01 | 9.96 | 5.79 | 13.85 | 28.01 | 16.67 | 20.82 | 51.22 | 10.60 | 18.63 | 9.12 | 17.46 | 12.42 | 31.82 | 33.80 | 29.65 | 15.89 | 3.54 |
| Yield(%) | 0.00 | 12.29 | 12.34 | 8.01 | 10.60 | 11.26 | 11.32 | … | … | 0.00 | 12.67 | 13.16 | 12.65 | 1.04 | 11.00 | 3.06 | 2.89 | 5.22 | 3.37 | 0.00 | 1.68 | 10.35 | 5.86 | 3.96 | 0.00 | 0.00 | 0.00 | 0.00 | 20.14 | 9.41 | 5.43 | 4.82 | 0.00 | 0.00 | 0.00 | 14.67 | 12.38 | 0.00 |
Data as of 06/08/2026, Common starting date is 11/06/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HAGAX (EAGLE MID CAP GROWTH FUND CLASS A) |
-11.73%
Feb 2000 – Feb 2003 |
-3.66%
Feb 2004 – Feb 2009 |
2.15%
Aug 2000 – Aug 2010 |
6.89%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HAGAX (EAGLE MID CAP GROWTH FUND CLASS A) |
28.26%
Feb 2009 – Feb 2012 |
25.29%
Feb 2009 – Feb 2014 |
18.00%
Sep 2011 – Sep 2021 |
15.44%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart
