Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HMCAX (EAGLE MID CAP STOCK FUND CLASS A) | NA | -12.83% | -0.82% | 3.46% | 4.79% | 6.76% | 7.64% | 8.23% |
Data as of 07/19/2018, AR inception is 12/15/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HMCAX (EAGLE MID CAP STOCK FUND CLASS A) | 12/15/1997 | 07/19/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.13 | -12.83 | -0.82 | 3.46 | 4.79 | 6.76 | 7.64 | 8.23 | -19.24 | 19.59 | 10.42 | -2.21 | 4.44 | 30.27 | 12.51 | -9.18 | 20.39 | 31.01 | -37.64 | 13.26 | 13.15 | 9.25 | 17.50 | 24.75 | -18.69 | 19.15 | 19.47 | 26.75 | 9.84 | 3.07 |
| Sharpe Ratio | NA | -0.47 | -0.06 | 0.17 | 0.21 | NA | NA | 0.34 | -0.85 | 2.44 | 0.67 | -0.15 | 0.26 | 2.50 | 0.87 | -0.34 | 1.06 | 1.24 | -1.06 | 0.64 | 0.83 | 0.67 | 1.36 | 1.75 | -0.96 | 0.92 | 0.60 | 1.55 | 0.33 | 8.43 |
| Standard Deviation(%) | NA | 29.67 | 20.80 | 18.55 | 22.04 | NA | NA | 19.67 | 39.56 | 7.79 | 15.18 | 15.40 | 16.81 | 12.09 | 14.52 | 27.19 | 19.17 | 24.96 | 36.14 | 15.96 | 11.99 | 10.60 | 12.20 | 13.79 | 20.63 | 18.64 | 25.65 | 15.20 | 19.56 | 11.42 |
| Draw Down(%) | NA | 25.42 | 25.42 | 25.42 | 46.96 | NA | NA | 53.04 | 25.42 | 3.36 | 12.19 | 14.58 | 10.13 | 5.29 | 12.26 | 25.98 | 14.81 | 22.89 | 48.31 | 10.75 | 10.30 | 7.64 | 9.01 | 10.66 | 32.33 | 17.36 | 14.54 | 11.06 | 32.21 | 1.13 |
| Yield(%) | 0.00 | 5.15 | 7.43 | 7.68 | 6.05 | 7.85 | 9.13 | 10.18 | 0.00 | 5.68 | 8.33 | 11.81 | 8.00 | 8.16 | 15.92 | 0.00 | 0.00 | 0.00 | 0.00 | 12.02 | 11.21 | 7.46 | 0.00 | 0.00 | 0.00 | 3.22 | 21.33 | 1.90 | 0.00 | 0.00 |
Data as of 07/19/2018, AR inception is 12/15/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMCAX (EAGLE MID CAP STOCK FUND CLASS A) |
-13.11%
Feb 2006 - Feb 2009 |
-3.29%
Feb 2004 - Feb 2009 |
4.07%
Dec 2001 - Dec 2011 |
6.18%
Mar 2002 - Mar 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMCAX (EAGLE MID CAP STOCK FUND CLASS A) |
28.93%
Aug 1998 - Aug 2001 |
19.72%
Feb 2009 - Feb 2014 |
13.55%
Aug 1998 - Aug 2008 |
10.68%
Aug 1998 - Aug 2013 |
Annualized Rolling Returns Comparison Chart