Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HIGJX (EAGLE GROWTH & INCOME FUND CLASS I) | 7.96% | 21.10% | 15.30% | 6.46% | 9.46% | 9.94% | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/16/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HIGJX (EAGLE GROWTH & INCOME FUND CLASS I) | 09/16/2008 | 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.63 | 21.10 | 15.30 | 6.46 | 9.46 | 9.94 | NA | … | … | 7.96 | 13.03 | 15.70 | 9.64 | -14.67 | 17.86 | 3.09 | 22.55 | -1.76 | 20.48 | 13.54 | -3.89 | 10.03 | 28.87 | 13.64 | 2.12 | 13.41 | 30.23 | -17.92 |
| Sharpe Ratio | NA | 1.75 | 0.96 | 0.26 | 0.48 | NA | NA | … | … | 1.46 | 0.67 | 1.09 | 0.52 | -0.81 | 1.20 | 0.09 | 2.16 | -0.23 | 3.30 | 1.17 | -0.26 | 0.95 | 2.82 | 1.26 | 0.11 | 0.77 | 1.33 | -0.98 |
| Standard Deviation(%) | NA | 10.52 | 12.59 | 14.83 | 16.25 | NA | NA | … | … | 11.65 | 15.23 | 11.10 | 11.63 | 20.02 | 14.90 | 33.07 | 9.77 | 13.92 | 6.04 | 11.43 | 15.16 | 10.52 | 10.22 | 10.90 | 19.68 | 17.37 | 22.66 | 50.05 |
| Draw Down(%) | NA | 7.10 | 16.00 | 24.70 | 33.93 | NA | NA | … | … | 7.10 | 16.00 | 5.73 | 12.11 | 19.82 | 9.51 | 33.93 | 4.25 | 14.51 | 2.64 | 8.48 | 15.06 | 8.26 | 5.50 | 7.65 | 16.10 | 14.36 | 24.95 | 31.65 |
| Yield(%) | 0.00 | 18.37 | 15.57 | 8.71 | 9.04 | 9.76 | 8.76 | … | … | 0.00 | 18.86 | 17.07 | 13.07 | 1.66 | 1.92 | 1.93 | 5.93 | 9.34 | 4.93 | 7.90 | 1.84 | 2.97 | 4.76 | 4.88 | 7.12 | 1.96 | 3.36 | 0.00 |
Data as of 06/05/2026, Common starting date is 09/16/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HIGJX (EAGLE GROWTH & INCOME FUND CLASS I) |
0.71%
Sep 2019 – Sep 2022 |
2.54%
Sep 2018 – Sep 2023 |
6.13%
Oct 2013 – Oct 2023 |
8.72%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HIGJX (EAGLE GROWTH & INCOME FUND CLASS I) |
23.71%
Feb 2009 – Feb 2012 |
21.49%
Feb 2009 – Feb 2014 |
15.08%
Feb 2009 – Feb 2019 |
11.91%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart