Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/05/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EISAX (EAGLE INTERNATIONAL STOCK FUND A) | 10.46% | 12.66% | 13.64% | 14.85% | 6.12% | NA | NA | 7.09% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EISAX (EAGLE INTERNATIONAL STOCK FUND A) | 03/01/2013 | 05/05/2025 |
The return data shown below all have the same latest date: 05/05/2025.
AR inception is since 03/01/2013.
AR inception is since 03/01/2013.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.07 | 12.66 | 13.64 | 14.85 | 6.12 | NA | NA | 7.09 | 10.46 | 13.52 | 19.62 | -12.10 | 17.49 | 2.62 | 18.30 | -18.11 | 27.08 | -2.86 | 5.40 | -3.92 | 18.15 |
| Sharpe Ratio | NA | 0.46 | 0.55 | 0.75 | 0.25 | NA | NA | 0.35 | 1.44 | 0.53 | 1.21 | -0.63 | 1.35 | 0.08 | 1.54 | -1.39 | 3.54 | -0.16 | 0.36 | -0.34 | 1.78 |
| Standard Deviation(%) | NA | 16.85 | 16.38 | 16.25 | 16.90 | NA | NA | 16.15 | 21.55 | 13.17 | 12.78 | 21.44 | 12.91 | 29.11 | 10.95 | 14.01 | 7.50 | 18.60 | 15.11 | 11.72 | 12.38 |
| Draw Down(%) | NA | 13.39 | 20.31 | 27.21 | 39.68 | NA | NA | 39.68 | 13.39 | 9.53 | 10.98 | 27.21 | 7.32 | 33.97 | 8.57 | 26.09 | 2.46 | 14.07 | 14.53 | 13.24 | 8.62 |
| Yield(%) | 0.00 | 2.94 | 2.70 | 2.80 | 1.83 | 2.01 | 1.51 | 2.52 | 0.00 | 3.32 | 3.09 | 1.27 | 1.73 | 0.80 | 2.47 | 1.14 | 1.38 | 1.23 | 0.46 | 6.43 | 1.56 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EISAX (EAGLE INTERNATIONAL STOCK FUND A) |
-5.09%
Oct 2017 - Oct 2020 |
-2.24%
Mar 2015 - Mar 2020 |
3.27%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EISAX (EAGLE INTERNATIONAL STOCK FUND A) |
14.62%
Mar 2020 - Mar 2023 |
14.65%
Mar 2020 - Mar 2025 |
6.35%
Sep 2014 - Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart