Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EGIF (Eagle Growth & Income Opportunities Fund) | NA | -64.86% | -29.33% | -19.03% | NA | NA | NA | … | … |
Data as of 08/26/2020, Common starting date is 06/24/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EGIF (Eagle Growth & Income Opportunities Fund) | 06/24/2015 | 08/26/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -59.92 | -64.86 | -29.33 | -19.03 | NA | NA | NA | … | … | -69.68 | 40.76 | -22.51 | 7.85 | 13.34 | -24.88 |
| Sharpe Ratio | NA | -0.64 | -0.49 | -0.38 | NA | NA | NA | … | … | -0.67 | 2.76 | -1.80 | 0.89 | 0.73 | -0.74 |
| Standard Deviation(%) | NA | 102.48 | 62.35 | 52.04 | NA | NA | NA | … | … | 126.29 | 14.39 | 13.25 | 8.11 | 17.87 | 56.87 |
| Draw Down(%) | NA | 71.02 | 71.02 | 71.02 | NA | NA | NA | … | … | 71.02 | 6.26 | 26.01 | 5.72 | 12.62 | 36.70 |
| Yield(%) | 0.00 | 4.40 | 4.61 | 4.13 | 1.89 | 1.26 | 0.94 | … | … | 1.98 | 7.45 | 4.13 | 5.42 | 6.17 | 0.00 |
Data as of 08/26/2020, Common starting date is 06/24/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EGIF (Eagle Growth & Income Opportunities Fund) |
-8.59%
Mar 2017 – Mar 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EGIF (Eagle Growth & Income Opportunities Fund) |
8.56%
Jan 2017 – Jan 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart