Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ETSFX (EAGLE TACTICAL ALLOCATION FUND CLASS R-5) | NA | 11.14% | 4.61% | 6.67% | NA | NA | NA | … | … |
Data as of 02/26/2021, Common starting date is 01/05/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ETSFX (EAGLE TACTICAL ALLOCATION FUND CLASS R-5) | 01/05/2016 | 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 | 11.14 | 4.61 | 6.67 | NA | NA | NA | … | … | 1.51 | 9.15 | 13.47 | -7.18 | 12.46 | 4.29 |
| Sharpe Ratio | NA | 0.87 | 0.36 | 0.68 | NA | NA | NA | … | … | 2.17 | 0.70 | 2.57 | -0.68 | 2.50 | 0.83 |
| Standard Deviation(%) | NA | 12.71 | 10.16 | 8.73 | NA | NA | NA | … | … | 4.79 | 12.68 | 4.69 | 12.56 | 4.76 | 4.95 |
| Draw Down(%) | NA | 14.01 | 15.52 | 15.52 | NA | NA | NA | … | … | 1.60 | 14.86 | 2.23 | 15.52 | 1.79 | 3.10 |
| Yield(%) | 0.00 | 1.15 | 2.10 | 2.25 | 1.11 | 0.74 | 0.56 | … | … | 0.00 | 1.14 | 1.57 | 3.86 | 3.07 | 0.69 |
Data as of 02/26/2021, Common starting date is 01/05/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ETSFX (EAGLE TACTICAL ALLOCATION FUND CLASS R-5) |
2.81%
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 |
|---|---|---|---|---|
| ETSFX (EAGLE TACTICAL ALLOCATION FUND CLASS R-5) |
5.82%
Nov 2016 – Nov 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart