Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HMCJX (EAGLE MID CAP STOCK FUND CLASS I) | NA | -10.97% | 0.09% | 4.14% | 5.32% | NA | NA | 5.37% |
Data as of 07/19/2018, AR inception is 01/06/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HMCJX (EAGLE MID CAP STOCK FUND CLASS I) | 01/06/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | -10.97 | 0.09 | 4.14 | 5.32 | NA | NA | 5.37 | -17.65 | 19.96 | 10.77 | -1.92 | 4.76 | 30.58 | 12.81 | -8.81 | 20.86 | 31.52 | -37.42 | 13.64 | 9.70 |
| Sharpe Ratio | NA | -0.43 | -0.02 | 0.22 | 0.24 | NA | NA | 0.22 | -0.83 | 2.49 | 0.69 | -0.13 | 0.38 | 2.53 | 0.89 | -0.33 | 1.08 | 1.26 | -1.06 | 0.67 | 0.55 |
| Standard Deviation(%) | NA | 28.03 | 20.03 | 17.34 | 21.53 | NA | NA | 20.46 | 37.31 | 7.79 | 15.22 | 15.41 | 12.60 | 12.08 | 14.49 | 27.17 | 19.17 | 24.96 | 36.13 | 15.95 | 11.93 |
| Draw Down(%) | NA | 24.04 | 24.04 | 24.04 | 46.83 | NA | NA | 52.79 | 24.04 | 3.36 | 12.19 | 14.49 | 10.08 | 5.28 | 12.20 | 25.85 | 14.76 | 22.80 | 48.14 | 10.74 | 10.27 |
| Yield(%) | 0.00 | 4.88 | 7.14 | 7.47 | 6.00 | 5.12 | 3.84 | 6.40 | 0.00 | 5.39 | 7.96 | 11.37 | 7.75 | 7.94 | 15.59 | 0.00 | 0.00 | 0.00 | 0.00 | 12.00 | 10.97 |
Data as of 07/19/2018, AR inception is 01/06/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMCJX (EAGLE MID CAP STOCK FUND CLASS I) |
-12.84%
Feb 2006 - Feb 2009 |
-1.08%
May 2007 - May 2012 |
4.84%
Feb 2006 - Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMCJX (EAGLE MID CAP STOCK FUND CLASS I) |
23.48%
Feb 2009 - Feb 2012 |
20.11%
Feb 2009 - Feb 2014 |
7.49%
Jan 2008 - Jan 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart