Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HIGUX (EAGLE GROWTH & INCOME FUND CLASS R-6) | 7.98% | 21.20% | 15.38% | 6.53% | 9.45% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/17/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HIGUX (EAGLE GROWTH & INCOME FUND CLASS R-6) | 08/17/2011 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.63 | 21.20 | 15.38 | 6.53 | 9.45 | NA | NA | … | … | 7.98 | 13.13 | 15.72 | 9.73 | -14.58 | 17.94 | 3.18 | 22.22 | -1.63 | 20.57 | 12.97 | -4.08 | 10.18 | 29.07 | 13.52 | 6.80 |
| Sharpe Ratio | NA | 1.97 | 1.00 | 0.29 | 0.49 | NA | NA | … | … | 1.73 | 0.68 | 1.09 | 0.53 | -0.80 | 1.20 | 0.09 | 2.12 | -0.22 | 3.31 | 1.12 | -0.27 | 0.97 | 2.87 | 1.24 | 0.82 |
| Standard Deviation(%) | NA | 10.38 | 12.60 | 14.82 | 16.25 | NA | NA | … | … | 11.61 | 15.20 | 11.11 | 11.62 | 20.04 | 14.89 | 33.08 | 9.77 | 13.95 | 6.04 | 11.43 | 15.12 | 10.48 | 10.13 | 10.93 | 23.53 |
| Draw Down(%) | NA | 7.07 | 16.01 | 24.64 | 33.94 | NA | NA | … | … | 7.07 | 16.01 | 5.70 | 12.11 | 19.77 | 9.54 | 33.94 | 4.26 | 14.50 | 2.62 | 8.49 | 14.96 | 8.24 | 5.44 | 7.65 | 8.15 |
| Yield(%) | 0.00 | 18.45 | 15.65 | 8.78 | 9.04 | 10.32 | 7.74 | … | … | 0.00 | 18.97 | 17.14 | 13.16 | 1.74 | 2.02 | 2.00 | 5.57 | 9.44 | 5.04 | 7.38 | 1.97 | 3.07 | 4.81 | 4.84 | 6.29 |
Data as of 06/05/2026, Common starting date is 08/17/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HIGUX (EAGLE GROWTH & INCOME FUND CLASS R-6) |
0.70%
Sep 2019 – Sep 2022 |
2.56%
Sep 2018 – Sep 2023 |
6.10%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HIGUX (EAGLE GROWTH & INCOME FUND CLASS R-6) |
20.56%
Sep 2011 – Sep 2014 |
13.86%
Oct 2016 – Oct 2021 |
12.75%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart