Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HSRRX (EAGLE SMALL CAP GROWTH FUND CLASS R-3) | NA | 16.46% | -3.25% | 5.97% | 6.16% | 13.65% | NA | … | … |
Data as of 03/08/2024, Common starting date is 01/06/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HSRRX (EAGLE SMALL 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 (%) | -0.02 | 16.46 | -3.25 | 5.97 | 6.16 | 13.65 | NA | … | … | 8.59 | 13.72 | -27.96 | 0.49 | 36.95 | 25.07 | -11.21 | 22.56 | 9.58 | -1.17 | 4.84 | 33.78 | 13.89 | -1.69 | 34.91 | 33.91 | -36.55 | 6.85 | 14.14 |
| Sharpe Ratio | NA | 0.69 | -0.21 | 0.16 | 0.22 | NA | NA | … | … | 2.84 | 0.54 | -0.91 | 0.02 | 0.93 | 1.31 | -0.58 | 1.80 | 0.50 | -0.07 | 0.28 | 2.30 | 0.75 | -0.05 | 1.46 | 1.15 | -0.92 | 0.20 | 0.77 |
| Standard Deviation(%) | NA | 18.40 | 24.90 | 27.66 | 23.27 | NA | NA | … | … | 18.18 | 18.72 | 32.35 | 23.65 | 39.46 | 18.08 | 21.69 | 12.21 | 18.76 | 17.50 | 17.46 | 14.70 | 18.54 | 31.83 | 23.83 | 29.43 | 40.51 | 18.67 | 14.36 |
| Draw Down(%) | NA | 15.95 | 38.37 | 38.57 | 38.57 | NA | NA | … | … | 3.68 | 15.95 | 32.37 | 15.76 | 38.29 | 11.83 | 29.50 | 7.71 | 17.75 | 16.86 | 13.78 | 6.81 | 15.70 | 28.52 | 16.13 | 27.04 | 50.03 | 12.69 | 16.02 |
| Yield(%) | 0.00 | 9.17 | 16.64 | 17.50 | 11.63 | 28.97 | 11.21 | … | … | 0.00 | 9.86 | 22.25 | 30.99 | 22.40 | 8.15 | 18.88 | 9.40 | 3.38 | 6.68 | 11.76 | 1.59 | 0.00 | 0.00 | 0.12 | 0.00 | 0.00 | 16.18 | 8.30 |
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 |
|---|---|---|---|---|
| HSRRX (EAGLE SMALL CAP GROWTH FUND CLASS R-3) |
-15.24%
Feb 2006 – Feb 2009 |
-0.25%
Sep 2018 – Sep 2023 |
4.44%
Oct 2013 – Oct 2023 |
6.25%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSRRX (EAGLE SMALL CAP GROWTH FUND CLASS R-3) |
34.86%
Feb 2009 – Feb 2012 |
27.81%
Feb 2009 – Feb 2014 |
17.15%
Feb 2009 – Feb 2019 |
12.90%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart