Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EGBTX (EAGLE INVESTMENT GRADE BOND FUND CLASS R-5) | NA | 0.64% | 1.35% | 1.12% | NA | NA | NA | … | … |
Data as of 02/28/2018, Common starting date is 03/03/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EGBTX (EAGLE INVESTMENT GRADE BOND FUND CLASS R-5) | 03/03/2010 | 02/28/2018 |
| 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 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.21 | 0.64 | 1.35 | 1.12 | NA | NA | NA | … | … | -0.69 | 2.18 | 2.42 | 0.88 | 2.59 | -1.60 | 3.78 | 5.69 | 3.63 |
| Sharpe Ratio | NA | -0.08 | 0.47 | 0.44 | NA | NA | NA | … | … | -3.63 | 1.05 | 1.09 | 0.32 | 1.26 | -0.78 | 1.80 | 1.73 | 1.17 |
| Standard Deviation(%) | NA | 1.36 | 2.01 | 2.09 | NA | NA | NA | … | … | 1.45 | 1.48 | 2.03 | 2.62 | 2.05 | 2.10 | 2.08 | 3.26 | 3.64 |
| Draw Down(%) | NA | 1.41 | 2.24 | 3.45 | NA | NA | NA | … | … | 0.89 | 0.78 | 2.24 | 1.57 | 1.02 | 3.45 | 1.26 | 1.45 | 3.49 |
| Yield(%) | 0.00 | 1.93 | 2.01 | 1.79 | 1.79 | 1.19 | 0.89 | … | … | 0.20 | 1.90 | 2.42 | 1.68 | 1.83 | 1.25 | 3.70 | 2.50 | 1.97 |
Data as of 02/28/2018, Common starting date is 03/03/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EGBTX (EAGLE INVESTMENT GRADE BOND FUND CLASS R-5) |
0.61%
Dec 2012 – Dec 2015 |
1.25%
Jan 2013 – Jan 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EGBTX (EAGLE INVESTMENT GRADE BOND FUND CLASS R-5) |
4.31%
Apr 2010 – Apr 2013 |
2.91%
Apr 2010 – Apr 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart