Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HMRUX (EAGLE MID CAP STOCK FUND CLASS R-6) | NA | -10.61% | 0.30% | 4.33% | NA | NA | NA | … | … |
Data as of 07/19/2018, Common starting date is 08/17/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HMRUX (EAGLE MID CAP STOCK FUND CLASS R-6) | 08/17/2011 | 07/19/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | -10.61 | 0.30 | 4.33 | NA | NA | NA | … | … | -17.32 | 20.07 | 10.89 | -1.81 | 4.91 | 30.80 | 12.86 | 2.85 |
| Sharpe Ratio | NA | -0.42 | -0.01 | 0.23 | NA | NA | NA | … | … | -0.83 | 2.51 | 0.70 | -0.12 | 0.39 | 2.55 | 0.89 | 0.24 |
| Standard Deviation(%) | NA | 27.71 | 19.90 | 17.24 | NA | NA | NA | … | … | 36.87 | 7.78 | 15.25 | 15.42 | 12.60 | 12.08 | 14.47 | 33.00 |
| Draw Down(%) | NA | 23.77 | 23.77 | 23.77 | NA | NA | NA | … | … | 23.77 | 3.32 | 12.17 | 14.49 | 10.06 | 5.27 | 12.16 | 13.22 |
| Yield(%) | 0.00 | 4.83 | 7.10 | 7.44 | 6.08 | 4.05 | 3.04 | … | … | 0.00 | 5.34 | 7.90 | 11.31 | 7.72 | 7.92 | 15.57 | 0.00 |
Data as of 07/19/2018, Common starting date is 08/17/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMRUX (EAGLE MID CAP STOCK FUND CLASS R-6) |
3.62%
Oct 2013 – Oct 2016 |
9.30%
Mar 2012 – Mar 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMRUX (EAGLE MID CAP STOCK FUND CLASS R-6) |
17.89%
Sep 2011 – Sep 2014 |
12.71%
Sep 2011 – Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart