Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GRF (Eagle Capital Growth Fund Inc) | -6.64% | 10.86% | 12.91% | 9.43% | 8.03% | 9.09% | 8.33% | … | … |
Data as of 06/04/2026, Common starting date is 01/23/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GRF (Eagle Capital Growth Fund Inc) | 01/23/2004 | 06/04/2026 |
| 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.20 | 10.86 | 12.91 | 9.43 | 8.03 | 9.09 | 8.33 | … | … | -6.64 | 19.10 | 10.29 | 15.86 | -6.51 | 31.88 | 7.01 | 10.86 | -1.08 | 15.15 | -1.92 | -6.58 | 11.31 | 30.44 | 6.97 | 22.95 | 8.38 | 28.87 | -33.07 | 7.63 | 30.19 | -13.67 | 4.65 |
| Sharpe Ratio | NA | 0.35 | 0.38 | 0.22 | 0.22 | NA | NA | … | … | -0.47 | 0.59 | 0.29 | 0.47 | -0.18 | 1.86 | 0.20 | 0.40 | -0.09 | 0.86 | -0.06 | -0.29 | 0.47 | 1.47 | 0.26 | 0.65 | 0.30 | 0.51 | -0.78 | 0.11 | 0.65 | -0.51 | 0.07 |
| Standard Deviation(%) | NA | 29.79 | 26.66 | 30.21 | 28.46 | NA | NA | … | … | 30.71 | 27.45 | 22.69 | 26.11 | 45.29 | 17.14 | 34.03 | 23.28 | 26.87 | 16.85 | 37.40 | 23.03 | 23.94 | 20.74 | 26.81 | 35.35 | 27.98 | 56.59 | 43.73 | 40.88 | 41.51 | 31.01 | 58.41 |
| Draw Down(%) | NA | 16.34 | 17.78 | 24.98 | 36.63 | NA | NA | … | … | 12.79 | 10.56 | 10.10 | 17.78 | 24.98 | 8.84 | 36.59 | 8.94 | 16.34 | 8.01 | 18.18 | 13.10 | 12.66 | 6.20 | 19.42 | 23.39 | 19.35 | 45.58 | 48.06 | 15.46 | 15.08 | 23.04 | 17.50 |
| Yield(%) | 0.00 | 8.69 | 7.68 | 7.38 | 6.22 | 7.50 | 6.90 | … | … | 0.00 | 8.66 | 7.08 | 4.94 | 3.67 | 12.13 | 6.94 | 1.05 | 6.72 | 6.83 | 1.50 | 5.90 | 4.52 | 14.57 | 4.92 | 15.63 | 4.42 | 0.96 | 4.23 | 10.57 | 15.62 | 2.04 | 2.31 |
Data as of 06/04/2026, Common starting date is 01/23/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GRF (Eagle Capital Growth Fund Inc) |
-12.81%
Feb 2006 – Feb 2009 |
-9.04%
Mar 2004 – Mar 2009 |
4.12%
Jan 2007 – Jan 2017 |
4.56%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GRF (Eagle Capital Growth Fund Inc) |
27.86%
Feb 2009 – Feb 2012 |
24.54%
Feb 2009 – Feb 2014 |
14.35%
Feb 2009 – Feb 2019 |
13.13%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart