Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EGEIX (EAGLE SMALLER COMPANY FUND CLASS I) | NA | -12.93% | 1.94% | 3.76% | NA | NA | NA | … | … |
Data as of 07/19/2018, Common starting date is 10/07/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EGEIX (EAGLE SMALLER COMPANY FUND CLASS I) | 10/07/2008 | 07/19/2018 |
| 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 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -12.93 | 1.94 | 3.76 | NA | NA | NA | … | … | -19.67 | 19.72 | 18.72 | -5.26 | 0.18 | 37.13 | 15.59 | -0.76 | 23.97 | 33.05 | -3.64 |
| Sharpe Ratio | NA | -0.38 | 0.05 | 0.17 | NA | NA | NA | … | … | -0.70 | 1.96 | 1.17 | -0.34 | 0.01 | 2.81 | 1.02 | -0.03 | 1.10 | 0.99 | -0.28 |
| Standard Deviation(%) | NA | 36.70 | 24.51 | 20.79 | NA | NA | NA | … | … | 48.94 | 9.79 | 15.77 | 15.53 | 14.01 | 13.18 | 15.29 | 29.40 | 21.63 | 33.23 | 53.06 |
| Draw Down(%) | NA | 29.99 | 29.99 | 29.99 | NA | NA | NA | … | … | 29.99 | 5.06 | 12.07 | 14.34 | 12.50 | 5.54 | 12.26 | 25.83 | 17.78 | 31.90 | 26.03 |
| Yield(%) | 0.00 | 9.28 | 6.54 | 12.77 | 14.77 | 9.85 | 7.39 | … | … | 0.00 | 10.21 | 10.20 | 19.79 | 32.98 | 2.78 | 8.87 | 12.94 | 9.94 | 4.19 | 0.00 |
Data as of 07/19/2018, Common starting date is 10/07/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EGEIX (EAGLE SMALLER COMPANY FUND CLASS I) |
2.98%
Oct 2013 – Oct 2016 |
6.15%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EGEIX (EAGLE SMALLER COMPANY FUND CLASS I) |
31.48%
Feb 2009 – Feb 2012 |
26.45%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart