Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ETDFX (EAGLE TACTICAL ALLOCATION FUND CLASS C) | NA | 9.98% | 3.50% | 5.54% | 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 |
|---|---|---|
| ETDFX (EAGLE TACTICAL ALLOCATION FUND CLASS C) | 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 (%) | -0.06 | 9.98 | 3.50 | 5.54 | NA | NA | NA | … | … | 1.29 | 8.03 | 12.22 | -8.07 | 11.25 | 3.23 |
| Sharpe Ratio | NA | 0.78 | 0.25 | 0.55 | NA | NA | NA | … | … | 1.85 | 0.61 | 2.30 | -0.75 | 2.22 | 0.62 |
| Standard Deviation(%) | NA | 12.71 | 10.16 | 8.74 | NA | NA | NA | … | … | 4.78 | 12.68 | 4.71 | 12.56 | 4.80 | 4.89 |
| Draw Down(%) | NA | 13.98 | 15.84 | 15.84 | NA | NA | NA | … | … | 1.62 | 14.89 | 2.20 | 15.80 | 1.87 | 3.24 |
| Yield(%) | 0.00 | 0.17 | 1.28 | 1.36 | 0.67 | 0.45 | 0.34 | … | … | 0.00 | 0.17 | 0.47 | 3.31 | 2.14 | 0.12 |
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 |
|---|---|---|---|---|
| ETDFX (EAGLE TACTICAL ALLOCATION FUND CLASS C) |
1.74%
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 |
|---|---|---|---|---|
| ETDFX (EAGLE TACTICAL ALLOCATION FUND CLASS C) |
4.72%
Nov 2016 – Nov 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart