Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ETAFX (EAGLE TACTICAL ALLOCATION FUND CLASS A) | NA | 10.76% | 4.29% | 6.35% | NA | NA | NA | … | … |
Data as of 02/26/2021, Common starting date is 01/04/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ETAFX (EAGLE TACTICAL ALLOCATION FUND CLASS A) | 01/04/2016 | 02/26/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 10.76 | 4.29 | 6.35 | NA | NA | NA | … | … | 1.39 | 8.83 | 13.12 | -7.44 | 12.11 | 4.06 |
| Sharpe Ratio | NA | 0.84 | 0.33 | 0.63 | NA | NA | NA | … | … | 2.03 | 0.67 | 2.51 | -0.70 | 2.40 | 0.73 |
| Standard Deviation(%) | NA | 12.74 | 10.16 | 8.82 | NA | NA | NA | … | … | 4.70 | 12.71 | 4.66 | 12.55 | 4.80 | 5.26 |
| Draw Down(%) | NA | 13.97 | 15.60 | 15.60 | NA | NA | NA | … | … | 1.54 | 14.87 | 2.17 | 15.60 | 1.79 | 2.88 |
| Yield(%) | 0.00 | 0.83 | 1.81 | 1.91 | 0.95 | 0.63 | 0.47 | … | … | 0.00 | 0.82 | 1.22 | 3.59 | 2.72 | 0.39 |
Data as of 02/26/2021, Common starting date is 01/04/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ETAFX (EAGLE TACTICAL ALLOCATION FUND CLASS A) |
2.52%
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 |
|---|---|---|---|---|
| ETAFX (EAGLE TACTICAL ALLOCATION FUND CLASS A) |
5.51%
Nov 2016 – Nov 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart