Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EGESX (EAGLE SMALLER COMPANY FUND CLASS R-5) | NA | -13.47% | 1.75% | 3.51% | 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 |
|---|---|---|
| EGESX (EAGLE SMALLER COMPANY FUND CLASS R-5) | 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 (%) | -0.08 | -13.47 | 1.75 | 3.51 | NA | NA | NA | … | … | -20.20 | 19.75 | 18.69 | -5.69 | 0.10 | 37.13 | 15.60 | -0.74 | 23.96 | 28.61 | -3.64 |
| Sharpe Ratio | NA | -0.39 | 0.05 | 0.15 | NA | NA | NA | … | … | -0.70 | 1.97 | 1.17 | -0.37 | 0.01 | 2.82 | 1.02 | -0.03 | 1.10 | 0.85 | -0.28 |
| Standard Deviation(%) | NA | 37.21 | 24.75 | 20.96 | NA | NA | NA | … | … | 49.65 | 9.75 | 15.75 | 15.48 | 14.04 | 13.17 | 15.31 | 29.41 | 21.62 | 33.47 | 53.06 |
| Draw Down(%) | NA | 30.35 | 30.35 | 30.35 | NA | NA | NA | … | … | 30.35 | 5.12 | 12.12 | 14.36 | 12.52 | 5.50 | 12.23 | 25.80 | 17.80 | 31.90 | 26.03 |
| Yield(%) | 0.00 | 9.40 | 6.61 | 12.80 | 14.38 | 9.59 | 7.19 | … | … | 0.00 | 10.33 | 10.32 | 19.89 | 33.05 | 2.83 | 8.93 | 13.02 | 9.92 | 0.00 | 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 |
|---|---|---|---|---|
| EGESX (EAGLE SMALLER COMPANY FUND CLASS R-5) |
2.78%
Oct 2013 – Oct 2016 |
6.03%
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 |
|---|---|---|---|---|
| EGESX (EAGLE SMALLER COMPANY FUND CLASS R-5) |
30.00%
Feb 2009 – Feb 2012 |
25.60%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart