Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HIGSX (EAGLE GROWTH & INCOME FUND CLASS R-5) | NA | 15.72% | 8.29% | 9.76% | 9.11% | 13.53% | NA | … | … |
Data as of 03/08/2024, Common starting date is 09/16/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HIGSX (EAGLE GROWTH & INCOME FUND CLASS R-5) | 09/16/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.01 | 15.72 | 8.29 | 9.76 | 9.11 | 13.53 | NA | … | … | 3.91 | 9.59 | -9.78 | 27.60 | 6.55 | 22.48 | -1.78 | 20.42 | 13.53 | -4.39 | 10.09 | 28.91 | 13.58 | 2.00 | 13.21 | 26.34 | -17.92 |
| Sharpe Ratio | NA | 1.12 | 0.43 | 0.43 | 0.51 | NA | NA | … | … | 2.22 | 0.46 | -0.59 | 2.29 | 0.19 | 2.15 | -0.22 | 3.30 | 1.17 | -0.29 | 0.96 | 2.84 | 1.25 | 0.10 | 0.76 | 1.17 | -0.98 |
| Standard Deviation(%) | NA | 10.69 | 14.32 | 19.08 | 15.87 | NA | NA | … | … | 8.63 | 11.59 | 19.10 | 12.04 | 32.93 | 9.80 | 13.96 | 6.03 | 11.40 | 15.17 | 10.52 | 10.17 | 10.87 | 19.71 | 17.35 | 22.51 | 50.05 |
| Draw Down(%) | NA | 12.14 | 19.86 | 33.90 | 33.90 | NA | NA | … | … | 1.62 | 12.14 | 19.86 | 4.74 | 33.90 | 4.29 | 14.51 | 2.63 | 8.47 | 15.48 | 8.23 | 5.45 | 7.59 | 16.25 | 14.65 | 24.95 | 31.65 |
| Yield(%) | 0.00 | 13.23 | 10.08 | 9.07 | 8.12 | 14.97 | 7.10 | … | … | 0.00 | 13.02 | 6.41 | 11.33 | 5.27 | 5.93 | 9.26 | 4.90 | 7.90 | 1.13 | 2.96 | 4.83 | 4.89 | 7.14 | 1.70 | 0.00 | 0.00 |
Data as of 03/08/2024, 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 |
|---|---|---|---|---|
| HIGSX (EAGLE GROWTH & INCOME FUND CLASS R-5) |
2.70%
Mar 2017 – Mar 2020 |
4.55%
Mar 2015 – Mar 2020 |
7.86%
Oct 2013 – Oct 2023 |
10.13%
Oct 2008 – Oct 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HIGSX (EAGLE GROWTH & INCOME FUND CLASS R-5) |
22.32%
Feb 2009 – Feb 2012 |
20.68%
Feb 2009 – Feb 2014 |
14.63%
Feb 2009 – Feb 2019 |
12.88%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart