Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HMCCX (EAGLE MID CAP STOCK FUND CLASS C) | NA | -23.84% | -5.65% | 0.10% | 2.71% | 5.07% | 6.16% | … | … |
Data as of 07/19/2018, Common starting date is 06/29/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HMCCX (EAGLE MID CAP STOCK FUND CLASS C) | 06/29/1998 | 07/19/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.14 | -23.84 | -5.65 | 0.10 | 2.71 | 5.07 | 6.16 | … | … | -29.17 | 18.65 | 9.59 | -2.93 | 3.65 | 29.30 | 11.71 | -9.80 | 19.47 | 30.08 | -38.11 | 12.44 | 12.27 | 8.46 | 16.59 | 23.82 | -19.28 | 18.22 | 18.60 | 25.76 | 2.68 |
| Sharpe Ratio | NA | -0.60 | -0.23 | -0.01 | 0.10 | NA | NA | … | … | -0.86 | 2.32 | 0.61 | -0.19 | 0.19 | 2.43 | 0.81 | -0.36 | 1.01 | 1.20 | -1.08 | 0.59 | 0.75 | 0.59 | 1.30 | 1.67 | -0.99 | 0.87 | 0.57 | 1.48 | 0.09 |
| Standard Deviation(%) | NA | 41.66 | 26.78 | 22.99 | 24.03 | NA | NA | … | … | 55.90 | 7.81 | 15.21 | 15.41 | 18.66 | 12.03 | 14.53 | 27.20 | 19.17 | 24.95 | 36.11 | 15.95 | 12.03 | 10.61 | 12.07 | 13.83 | 20.68 | 18.67 | 25.69 | 15.22 | 23.79 |
| Draw Down(%) | NA | 34.40 | 34.40 | 34.40 | 47.18 | NA | NA | … | … | 34.40 | 3.37 | 12.27 | 14.76 | 10.16 | 5.33 | 12.39 | 26.16 | 14.91 | 23.00 | 48.65 | 10.83 | 10.46 | 7.69 | 9.06 | 10.76 | 32.54 | 17.47 | 14.54 | 11.28 | 26.82 |
| Yield(%) | 0.00 | 6.94 | 9.28 | 9.16 | 6.77 | 8.25 | 9.17 | … | … | 0.00 | 7.63 | 10.83 | 14.69 | 9.70 | 9.69 | 18.27 | 0.00 | 0.00 | 0.00 | 0.00 | 13.15 | 12.05 | 7.92 | 0.00 | 0.00 | 0.00 | 3.32 | 21.68 | 1.92 | 0.00 |
Data as of 07/19/2018, Common starting date is 06/29/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMCCX (EAGLE MID CAP STOCK FUND CLASS C) |
-13.73%
Feb 2006 – Feb 2009 |
-4.01%
Feb 2004 – Feb 2009 |
3.31%
Dec 2001 – Dec 2011 |
5.39%
Mar 2002 – Mar 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMCCX (EAGLE MID CAP STOCK FUND CLASS C) |
27.95%
Aug 1998 – Aug 2001 |
18.84%
Feb 2009 – Feb 2014 |
12.70%
Aug 1998 – Aug 2008 |
9.85%
Aug 1998 – Aug 2013 |
Annualized Rolling Returns Comparison Chart