Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HAGIX (EAGLE MID CAP GROWTH FUND CLASS I) | 7.26% | 15.66% | 13.50% | 8.87% | 10.80% | 13.30% | NA | 11.10% |
Data as of 07/17/2025, AR inception is 01/06/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HAGIX (EAGLE MID CAP GROWTH FUND CLASS I) | 01/06/2006 | 07/17/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.29 | 15.66 | 13.50 | 8.87 | 10.80 | 13.30 | NA | 11.10 | 7.26 | 0.16 | 7.37 | -26.57 | 1.09 | 37.34 | 34.91 | -6.15 | 30.35 | 7.07 | 2.50 | 10.07 | 38.10 | 16.33 | -8.59 | 30.47 | 40.44 | -38.68 | 26.10 | 5.17 |
| Sharpe Ratio | NA | 0.44 | 0.44 | 0.31 | 0.43 | NA | NA | 0.42 | 0.32 | -0.30 | 0.16 | -0.93 | 0.05 | 1.01 | 2.16 | -0.37 | 3.10 | 0.41 | 0.16 | 0.68 | 2.75 | 0.93 | -0.28 | 1.37 | 1.40 | -0.93 | 1.30 | 0.14 |
| Standard Deviation(%) | NA | 26.00 | 21.63 | 22.51 | 22.03 | NA | NA | 22.96 | 30.96 | 21.25 | 20.12 | 30.12 | 22.08 | 36.66 | 15.52 | 20.06 | 9.64 | 16.70 | 15.73 | 14.88 | 13.84 | 17.70 | 30.75 | 22.12 | 28.85 | 42.48 | 17.81 | 14.67 |
| Draw Down(%) | NA | 26.69 | 26.69 | 34.23 | 37.04 | NA | NA | 51.23 | 26.56 | 18.96 | 15.21 | 30.40 | 18.30 | 37.04 | 7.08 | 25.65 | 3.68 | 17.44 | 13.93 | 9.87 | 5.76 | 13.75 | 27.93 | 16.64 | 20.74 | 51.13 | 10.58 | 18.59 |
| Yield(%) | 0.00 | 12.42 | 9.21 | 8.17 | 8.05 | 12.54 | 9.63 | 10.13 | 0.00 | 13.20 | 12.69 | 0.96 | 10.29 | 2.87 | 2.73 | 4.96 | 3.22 | 0.00 | 1.62 | 10.02 | 5.70 | 3.86 | 0.00 | 0.00 | 0.00 | 0.00 | 20.09 | 9.22 |
Data as of 07/17/2025, AR inception is 01/06/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HAGIX (EAGLE MID CAP GROWTH FUND CLASS I) |
-10.39%
Feb 2006 - Feb 2009 |
2.09%
Oct 2007 - Oct 2012 |
8.30%
Feb 2006 - Feb 2016 |
9.29%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HAGIX (EAGLE MID CAP GROWTH FUND CLASS I) |
28.79%
Feb 2009 - Feb 2012 |
25.77%
Feb 2009 - Feb 2014 |
18.27%
Sep 2011 - Sep 2021 |
15.76%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart