Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HRCIX (EAGLE CAPITAL APPRECIATION FUND CLASS I) | 6.58% | 28.54% | 27.13% | 10.62% | 13.34% | 13.25% | 10.61% | … | … |
Data as of 06/05/2026, Common starting date is 01/06/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HRCIX (EAGLE CAPITAL APPRECIATION FUND CLASS I) | 01/06/2006 | 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 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.86 | 28.54 | 27.13 | 10.62 | 13.34 | 13.25 | 10.61 | … | … | 6.58 | 23.31 | 35.57 | 39.99 | -40.37 | 22.68 | 13.11 | 31.88 | -7.10 | 31.84 | 4.56 | 7.66 | 14.62 | 31.16 | 20.19 | -3.83 | 11.40 | 55.31 | -45.39 | 13.83 | 7.89 |
| Sharpe Ratio | NA | 1.62 | 1.23 | 0.35 | 0.52 | NA | NA | … | … | 0.76 | 0.87 | 1.78 | 2.25 | -1.20 | 1.19 | 0.34 | 2.12 | -0.42 | 3.67 | 0.32 | 0.47 | 1.13 | 2.59 | 1.47 | -0.16 | 0.66 | 1.98 | -1.06 | 0.65 | 0.40 |
| Standard Deviation(%) | NA | 16.02 | 19.46 | 23.30 | 22.61 | NA | NA | … | … | 17.76 | 23.59 | 17.94 | 16.31 | 35.07 | 19.03 | 38.12 | 14.37 | 20.51 | 8.54 | 13.72 | 16.16 | 12.94 | 12.02 | 13.78 | 23.90 | 17.14 | 27.83 | 43.73 | 16.54 | 11.62 |
| Draw Down(%) | NA | 13.34 | 23.24 | 46.07 | 46.07 | NA | NA | … | … | 12.11 | 23.24 | 12.98 | 9.73 | 41.89 | 11.71 | 31.82 | 8.53 | 23.47 | 2.15 | 11.84 | 11.63 | 8.34 | 7.30 | 11.10 | 19.88 | 13.64 | 17.34 | 55.56 | 9.00 | 10.79 |
| Yield(%) | 0.00 | 4.77 | 11.34 | 5.51 | 7.32 | 9.70 | 8.11 | … | … | 0.00 | 4.87 | 15.59 | 14.87 | 0.10 | 0.04 | 0.38 | 2.30 | 8.56 | 7.72 | 6.36 | 14.00 | 14.78 | 12.58 | 0.82 | 0.00 | 0.17 | 0.00 | 0.00 | 15.00 | 0.63 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| HRCIX (EAGLE CAPITAL APPRECIATION FUND CLASS I) |
-14.76%
Feb 2006 – Feb 2009 |
-0.15%
May 2007 – May 2012 |
7.27%
Feb 2006 – Feb 2016 |
6.22%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HRCIX (EAGLE CAPITAL APPRECIATION FUND CLASS I) |
32.77%
Dec 2022 – Dec 2025 |
23.47%
Feb 2009 – Feb 2014 |
17.35%
Feb 2009 – Feb 2019 |
14.44%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart