Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 02/28/2018.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EGBLX (EAGLE INVESTMENT GRADE BOND FUND CLASS I) | NA | 0.61% | 1.31% | 1.11% | NA | NA | NA | 2.70% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EGBLX (EAGLE INVESTMENT GRADE BOND FUND CLASS I) | 03/03/2010 | 02/28/2018 |
The return data shown below all have the same latest date: 02/28/2018.
AR inception is since 03/03/2010.
AR inception is since 03/03/2010.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.14 | 0.61 | 1.31 | 1.11 | NA | NA | NA | 2.70 | -0.77 | 2.16 | 2.40 | 0.94 | 2.55 | -1.58 | 3.71 | 5.97 | 3.63 |
| Sharpe Ratio | NA | -0.10 | 0.46 | 0.43 | NA | NA | NA | 0.90 | -4.14 | 1.08 | 1.08 | 0.35 | 1.21 | -0.76 | 1.76 | 1.82 | 1.18 |
| Standard Deviation(%) | NA | 1.33 | 1.99 | 2.09 | NA | NA | NA | 2.45 | 1.39 | 1.43 | 2.03 | 2.60 | 2.10 | 2.12 | 2.10 | 3.26 | 3.62 |
| Draw Down(%) | NA | 1.43 | 2.31 | 3.43 | NA | NA | NA | 3.67 | 0.90 | 0.72 | 2.31 | 1.55 | 1.02 | 3.43 | 1.18 | 1.45 | 3.49 |
| Yield(%) | 0.00 | 1.90 | 2.01 | 1.80 | 1.80 | 1.20 | 0.90 | 2.57 | 0.18 | 1.88 | 2.40 | 1.74 | 1.86 | 1.26 | 3.70 | 2.52 | 1.97 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EGBLX (EAGLE INVESTMENT GRADE BOND FUND CLASS I) |
0.62%
Dec 2012 - Dec 2015 |
1.24%
Nov 2012 - Nov 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EGBLX (EAGLE INVESTMENT GRADE BOND FUND CLASS I) |
4.41%
Apr 2010 - Apr 2013 |
2.96%
Apr 2010 - Apr 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart