Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HIGCX (EAGLE GROWTH & INCOME FUND CLASS C) | 9.16% | 21.82% | 14.73% | 5.51% | 8.43% | 8.87% | 7.80% | … | … |
Data as of 06/04/2026, Common starting date is 04/12/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HIGCX (EAGLE GROWTH & INCOME FUND CLASS C) | 04/12/1995 | 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 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.24 | 21.82 | 14.73 | 5.51 | 8.43 | 8.87 | 7.80 | … | … | 9.16 | 11.87 | 14.58 | 8.51 | -15.76 | 16.18 | 1.96 | 21.27 | -2.74 | 19.23 | 12.33 | -4.87 | 8.92 | 27.54 | 12.46 | 1.05 | 12.19 | 31.35 | -36.22 | 16.74 | 18.64 | 8.62 | 8.93 | 30.83 | -23.94 | -3.90 | 1.09 | 0.89 | 2.89 | 25.99 | 9.31 | 16.55 |
| Sharpe Ratio | NA | 1.87 | 0.91 | 0.20 | 0.41 | NA | NA | … | … | 1.69 | 0.59 | 0.99 | 0.42 | -0.86 | 1.07 | 0.05 | 2.01 | -0.30 | 3.06 | 1.06 | -0.32 | 0.83 | 2.71 | 1.14 | 0.05 | 0.70 | 1.37 | -1.20 | 0.95 | 1.67 | 0.78 | 0.72 | 1.84 | -1.10 | -0.41 | -0.19 | -0.22 | -0.05 | 2.12 | 0.42 | 3.55 |
| Standard Deviation(%) | NA | 10.41 | 12.61 | 14.90 | 16.29 | NA | NA | … | … | 11.58 | 15.26 | 11.10 | 11.61 | 20.15 | 15.16 | 33.05 | 9.83 | 13.93 | 6.10 | 11.43 | 15.15 | 10.67 | 10.15 | 10.97 | 19.68 | 17.36 | 22.75 | 30.82 | 14.43 | 9.18 | 8.19 | 11.10 | 16.34 | 22.84 | 15.84 | 16.49 | 11.38 | 11.97 | 10.46 | 13.25 | 5.59 |
| Draw Down(%) | NA | 7.12 | 16.14 | 26.65 | 33.98 | NA | NA | … | … | 7.12 | 16.14 | 5.74 | 12.35 | 20.45 | 9.88 | 33.98 | 4.30 | 14.70 | 2.73 | 8.54 | 15.46 | 8.38 | 5.56 | 7.75 | 16.50 | 14.56 | 25.11 | 45.19 | 9.46 | 8.85 | 4.94 | 12.83 | 12.34 | 32.45 | 18.86 | 11.33 | 11.72 | 15.98 | 6.99 | 12.02 | 2.16 |
| Yield(%) | 0.00 | 17.62 | 14.68 | 7.82 | 7.93 | 8.34 | 7.43 | … | … | 0.00 | 17.84 | 16.01 | 12.13 | 0.85 | 0.82 | 1.02 | 5.04 | 8.64 | 3.97 | 7.06 | 0.91 | 2.01 | 3.76 | 3.95 | 6.30 | 0.94 | 4.55 | 1.65 | 14.15 | 6.39 | 7.98 | 0.98 | 0.37 | 0.21 | 14.66 | 3.40 | 1.31 | 5.45 | 11.58 | 2.43 | 2.67 |
Data as of 06/04/2026, Common starting date is 04/12/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HIGCX (EAGLE GROWTH & INCOME FUND CLASS C) |
-10.61%
Feb 2006 – Feb 2009 |
-6.66%
Mar 1998 – Mar 2003 |
-1.47%
Feb 1999 – Feb 2009 |
3.52%
Sep 1996 – Sep 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HIGCX (EAGLE GROWTH & INCOME FUND CLASS C) |
23.18%
Feb 2009 – Feb 2012 |
20.66%
Feb 2009 – Feb 2014 |
14.10%
Feb 2009 – Feb 2019 |
10.84%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart