Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 03/08/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HARSX (EAGLE MID CAP GROWTH FUND CLASS R-5) | NA | 21.34% | 4.61% | 12.39% | 11.07% | 16.34% | NA | 9.41% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HARSX (EAGLE MID CAP GROWTH FUND CLASS R-5) | 01/06/2006 | 03/08/2024 |
The return data shown below all have the same latest date: 03/08/2024.
AR inception is since 01/06/2006.
AR inception is since 01/06/2006.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 21.34 | 4.61 | 12.39 | 11.07 | 16.34 | NA | 9.41 | 8.04 | 20.13 | -25.64 | 11.52 | 40.23 | 34.91 | -6.15 | 30.31 | 7.07 | 2.42 | 10.03 | 38.10 | 16.25 | -8.57 | 30.35 | 42.07 | -38.91 | 5.47 | -4.13 |
| Sharpe Ratio | NA | 1.09 | 0.11 | 0.43 | 0.48 | NA | NA | 0.36 | 3.28 | 0.93 | -0.90 | 0.61 | 1.09 | 2.16 | -0.37 | 3.09 | 0.41 | 0.15 | 0.67 | 2.75 | 0.92 | -0.28 | 1.37 | 1.46 | -0.94 | 0.10 | -0.43 |
| Standard Deviation(%) | NA | 16.19 | 22.14 | 25.00 | 20.91 | NA | NA | 23.39 | 14.53 | 17.27 | 30.03 | 18.95 | 36.64 | 15.53 | 20.06 | 9.65 | 16.68 | 15.73 | 14.88 | 13.85 | 17.70 | 30.75 | 22.13 | 28.76 | 42.45 | 25.13 | 17.49 |
| Draw Down(%) | NA | 15.21 | 34.24 | 37.04 | 37.04 | NA | NA | 58.27 | 3.39 | 15.21 | 30.41 | 13.16 | 37.04 | 7.09 | 25.64 | 3.69 | 17.43 | 13.94 | 9.88 | 5.77 | 13.75 | 27.92 | 16.70 | 19.82 | 51.22 | 21.06 | 18.63 |
| Yield(%) | 0.00 | 11.78 | 7.26 | 7.70 | 7.18 | 16.39 | 6.41 | 7.12 | 0.00 | 12.69 | 0.96 | 10.32 | 2.88 | 2.74 | 4.97 | 3.23 | 0.01 | 1.62 | 10.03 | 5.70 | 3.87 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HARSX (EAGLE MID CAP GROWTH FUND CLASS R-5) |
-17.92%
Feb 2006 - Feb 2009 |
-1.27%
Oct 2007 - Oct 2012 |
5.46%
Feb 2006 - Feb 2016 |
8.05%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HARSX (EAGLE MID CAP GROWTH FUND CLASS R-5) |
28.76%
Feb 2009 - Feb 2012 |
25.73%
Feb 2009 - Feb 2014 |
18.24%
Sep 2011 - Sep 2021 |
15.73%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart