Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EISIX (EAGLE INTERNATIONAL STOCK FUND I) | 17.30% | 41.51% | 27.16% | 14.80% | 11.61% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/01/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EISIX (EAGLE INTERNATIONAL STOCK FUND I) | 03/01/2013 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.92 | 41.51 | 27.16 | 14.80 | 11.61 | NA | NA | … | … | 17.30 | 39.30 | 14.86 | 20.02 | -11.84 | 17.84 | 2.92 | 18.66 | -17.85 | 27.56 | -2.42 | 5.88 | -3.48 | 18.54 |
| Sharpe Ratio | NA | 2.80 | 1.69 | 0.84 | 0.62 | NA | NA | … | … | 2.69 | 2.40 | 0.86 | 1.29 | -0.62 | 1.38 | 0.09 | 1.57 | -1.38 | 3.60 | -0.14 | 0.39 | -0.30 | 1.82 |
| Standard Deviation(%) | NA | 15.89 | 15.02 | 16.12 | 16.78 | NA | NA | … | … | 20.97 | 15.25 | 13.12 | 12.81 | 21.40 | 12.91 | 29.12 | 10.92 | 14.01 | 7.50 | 18.64 | 15.09 | 11.75 | 12.37 |
| Draw Down(%) | NA | 12.54 | 13.38 | 27.05 | 39.30 | NA | NA | … | … | 12.54 | 13.38 | 9.54 | 10.94 | 27.05 | 7.28 | 33.95 | 8.53 | 25.88 | 2.47 | 14.04 | 14.43 | 13.13 | 8.55 |
| Yield(%) | 0.00 | 3.51 | 4.14 | 2.85 | 2.94 | 2.81 | 2.11 | … | … | 0.00 | 4.06 | 4.29 | 3.42 | 0.75 | 2.09 | 1.10 | 2.78 | 1.45 | 1.69 | 2.25 | 0.81 | 6.92 | 1.80 |
Data as of 06/05/2026, Common starting date is 03/01/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EISIX (EAGLE INTERNATIONAL STOCK FUND I) |
-4.81%
Oct 2017 – Oct 2020 |
-1.87%
Mar 2015 – Mar 2020 |
3.64%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EISIX (EAGLE INTERNATIONAL STOCK FUND I) |
29.38%
May 2023 – May 2026 |
17.83%
Oct 2020 – Oct 2025 |
12.23%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart