Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EGLAX (EAGLE MLP STRATEGY FUND EAGLE MLP STRATEGY FUND CLASS A SHARES) | 24.78% | 26.04% | 28.36% | 24.43% | 11.74% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/17/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EGLAX (EAGLE MLP STRATEGY FUND EAGLE MLP STRATEGY FUND CLASS A SHARES) | 09/17/2012 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.93 | 26.04 | 28.36 | 24.43 | 11.74 | NA | NA | … | … | 24.78 | 3.75 | 42.82 | 15.60 | 32.88 | 48.77 | -23.80 | 9.21 | -19.02 | -9.58 | 38.84 | -43.35 | 4.09 | 32.50 | -1.03 |
| Sharpe Ratio | NA | 1.62 | 1.47 | 1.05 | 0.39 | NA | NA | … | … | 3.80 | 0.04 | 2.74 | 0.72 | 1.04 | 1.96 | -0.43 | 0.49 | -0.96 | -0.61 | 1.06 | -1.34 | 0.21 | 2.66 | -0.29 |
| Standard Deviation(%) | NA | 14.90 | 17.16 | 21.38 | 26.41 | NA | NA | … | … | 16.28 | 20.90 | 14.30 | 16.80 | 30.30 | 24.88 | 56.12 | 15.95 | 21.29 | 16.89 | 36.32 | 32.26 | 19.72 | 12.19 | 12.67 |
| Draw Down(%) | NA | 7.27 | 17.20 | 22.06 | 69.18 | NA | NA | … | … | 7.20 | 17.20 | 10.02 | 10.27 | 22.06 | 14.70 | 60.99 | 18.65 | 27.94 | 21.61 | 29.58 | 53.81 | 25.16 | 8.18 | 8.80 |
| Yield(%) | 0.00 | 3.85 | 6.20 | 7.26 | 5.42 | 3.96 | 2.97 | … | … | 1.23 | 4.65 | 5.68 | 6.29 | 6.21 | 7.07 | 7.25 | 7.78 | 5.83 | 5.70 | 7.87 | 4.35 | 4.53 | 2.81 | 0.07 |
Data as of 06/03/2026, Common starting date is 09/17/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EGLAX (EAGLE MLP STRATEGY FUND EAGLE MLP STRATEGY FUND CLASS A SHARES) |
-26.17%
Mar 2017 – Mar 2020 |
-20.73%
Mar 2015 – Mar 2020 |
0.71%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EGLAX (EAGLE MLP STRATEGY FUND EAGLE MLP STRATEGY FUND CLASS A SHARES) |
44.49%
Mar 2020 – Mar 2023 |
39.74%
Mar 2020 – Mar 2025 |
14.80%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart