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HMCAX: EAGLE MID CAP STOCK FUND CLASS A (MUTUAL FUND)
Basic Info
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/15/1997 |
Last Dividend Date: | 12/21/2017 |
12-Mo. Yield | 5.15% |
Expenses | 1.14% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/15/1997 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | -3.7 | 0.8 | 6.1 | 6.7 | 7.6 | 8.0 | -19.2 | 19.6 | 10.4 | -2.2 | 4.4 | 30.3 | 12.5 | -9.2 | 20.4 | 31.0 | -37.6 | 13.3 | 13.2 | 9.2 | 17.5 | 24.8 | -18.7 | 19.1 | 19.5 | 26.8 | 9.8 | 3.1 |
Sharpe Ratio | NA | -0.47 | -0.06 | 0.17 | 0.21 | NA | NA | 0.34 | -0.85 | 2.44 | 0.67 | -0.15 | 0.26 | 2.5 | 0.87 | -0.34 | 1.06 | 1.24 | -1.06 | 0.64 | 0.83 | 0.67 | 1.36 | 1.75 | -0.96 | 0.92 | 0.6 | 1.55 | 0.33 | 8.43 |
Draw Down(%) | NA | 25.4 | 25.4 | 25.4 | 47.0 | NA | NA | 53.0 | 25.4 | 3.4 | 12.2 | 14.6 | 10.1 | 5.3 | 12.3 | 26.0 | 14.8 | 22.9 | 48.3 | 10.8 | 10.3 | 7.6 | 9.0 | 10.7 | 32.3 | 17.4 | 14.5 | 11.1 | 32.2 | 1.1 |
Standard Deviation(%) | NA | 29.7 | 20.8 | 18.6 | 22.0 | NA | NA | 19.7 | 39.6 | 7.8 | 15.2 | 15.4 | 16.8 | 12.1 | 14.5 | 27.2 | 19.2 | 25.0 | 36.1 | 16.0 | 12.0 | 10.6 | 12.2 | 13.8 | 20.6 | 18.6 | 25.6 | 15.2 | 19.6 | 11.4 |
Treynor Ratio | NA | -0.15 | -0.01 | 0.03 | 0.05 | NA | NA | 0.08 | -0.36 | 0.22 | 0.11 | -0.02 | 0.05 | 0.34 | 0.14 | -0.1 | 0.24 | 0.38 | -0.51 | 0.12 | 0.13 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.1 | -0.03 | -0.02 | -0.01 | NA | NA | 0.02 | -0.19 | 0.0 | 0.02 | 0.0 | -0.02 | 0.01 | 0.0 | -0.02 | -0.01 | -0.01 | -0.01 | -0.01 | 0.02 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.91 | 0.93 | 0.92 | 0.84 | NA | NA | 0.83 | 0.92 | 0.87 | 0.93 | 0.95 | 0.88 | 0.88 | 0.88 | 0.95 | 0.85 | 0.82 | 0.75 | 0.88 | 0.77 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.18 | 0.47 | 0.52 | 0.81 | NA | NA | 0.54 | 0.17 | 0.83 | 0.95 | 0.95 | 0.51 | 0.94 | 0.95 | 0.97 | 0.96 | 0.96 | 0.94 | 0.9 | 0.18 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 5.2 | 7.4 | 7.7 | 6.0 | 7.9 | 9.1 | N/A | 0.0 | 5.7 | 8.3 | 11.8 | 8.0 | 8.1 | 15.9 | 0.0 | 0.0 | 0.0 | 0.0 | 12.0 | 11.2 | 7.5 | 0.0 | 0.0 | 0.0 | 3.2 | 21.3 | 1.9 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -28.9 | -19.2 | 176.4 | 13.2 | N/A | N/A | N/A | -100.0 | -29.0 | -40.1 | 43.3 | 15.3 | -49.8 | N/A | N/A | N/A | N/A | -100.0 | 8.4 | 57.1 | N/A | N/A | N/A | -100.0 | -85.6 | 1270.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/15/1997
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