Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HAREX (EAGLE MID CAP GROWTH FUND CLASS R-3) | NA | 20.68% | 4.03% | 11.76% | 10.44% | 15.66% | NA | … | … |
Data as of 03/08/2024, Common starting date is 01/06/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HAREX (EAGLE MID CAP GROWTH FUND CLASS R-3) | 01/06/2006 | 03/08/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 20.68 | 4.03 | 11.76 | 10.44 | 15.66 | NA | … | … | 7.93 | 19.48 | -26.05 | 10.91 | 39.44 | 34.10 | -6.69 | 29.54 | 6.40 | 1.92 | 9.37 | 37.27 | 15.56 | -9.13 | 29.65 | 39.34 | -38.91 | 5.47 | -4.13 |
| Sharpe Ratio | NA | 1.05 | 0.09 | 0.41 | 0.45 | NA | NA | … | … | 3.23 | 0.89 | -0.92 | 0.57 | 1.07 | 2.11 | -0.41 | 3.01 | 0.37 | 0.12 | 0.63 | 2.69 | 0.88 | -0.30 | 1.34 | 1.36 | -0.94 | 0.10 | -0.43 |
| Standard Deviation(%) | NA | 16.18 | 22.14 | 24.99 | 20.89 | NA | NA | … | … | 14.52 | 17.26 | 30.03 | 18.95 | 36.62 | 15.52 | 19.83 | 9.65 | 16.69 | 15.74 | 14.89 | 13.86 | 17.68 | 30.72 | 22.14 | 28.81 | 42.45 | 25.13 | 17.49 |
| Draw Down(%) | NA | 15.35 | 34.47 | 37.06 | 37.06 | NA | NA | … | … | 3.40 | 15.35 | 30.59 | 13.19 | 37.06 | 7.20 | 25.74 | 3.72 | 17.48 | 14.09 | 9.93 | 5.82 | 13.91 | 28.09 | 16.74 | 20.87 | 51.22 | 21.06 | 18.63 |
| Yield(%) | 0.00 | 11.73 | 7.60 | 8.01 | 7.27 | 16.08 | 6.20 | … | … | 0.00 | 12.62 | 1.09 | 11.45 | 3.17 | 2.99 | 5.37 | 3.46 | 0.00 | 1.72 | 10.51 | 5.93 | 3.99 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/08/2024, Common starting date is 01/06/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HAREX (EAGLE MID CAP GROWTH FUND CLASS R-3) |
-18.26%
Feb 2006 – Feb 2009 |
-1.99%
Oct 2007 – Oct 2012 |
4.88%
Feb 2006 – Feb 2016 |
7.38%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HAREX (EAGLE MID CAP GROWTH FUND CLASS R-3) |
27.92%
Feb 2009 – Feb 2012 |
24.93%
Feb 2009 – Feb 2014 |
17.56%
Sep 2011 – Sep 2021 |
15.05%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart