Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ETUFX (EAGLE TACTICAL ALLOCATION FUND CLASS R-6) | NA | 11.20% | 4.71% | 6.76% | 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 |
|---|---|---|
| ETUFX (EAGLE TACTICAL ALLOCATION FUND CLASS R-6) | 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 | 11.20 | 4.71 | 6.76 | NA | NA | NA | … | … | 1.45 | 9.27 | 13.59 | -7.01 | 12.53 | 4.39 |
| Sharpe Ratio | NA | 0.88 | 0.37 | 0.69 | NA | NA | NA | … | … | 2.11 | 0.71 | 2.58 | -0.66 | 2.49 | 0.85 |
| Standard Deviation(%) | NA | 12.69 | 10.16 | 8.74 | NA | NA | NA | … | … | 4.73 | 12.66 | 4.72 | 12.57 | 4.80 | 4.90 |
| Draw Down(%) | NA | 14.01 | 15.50 | 15.50 | NA | NA | NA | … | … | 1.54 | 14.91 | 2.23 | 15.50 | 1.79 | 3.17 |
| Yield(%) | 0.00 | 1.27 | 2.21 | 2.36 | 1.17 | 0.78 | 0.59 | … | … | 0.00 | 1.26 | 1.71 | 3.95 | 3.21 | 0.73 |
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 |
|---|---|---|---|---|
| ETUFX (EAGLE TACTICAL ALLOCATION FUND CLASS R-6) |
2.93%
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 |
|---|---|---|---|---|
| ETUFX (EAGLE TACTICAL ALLOCATION FUND CLASS R-6) |
5.94%
Nov 2016 – Nov 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart