Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HMRRX (EAGLE MID CAP STOCK FUND CLASS R-3) | NA | -14.26% | -1.55% | 2.87% | 4.38% | NA | NA | … | … |
Data as of 07/19/2018, Common starting date is 01/06/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HMRRX (EAGLE MID CAP STOCK FUND CLASS R-3) | 01/06/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.19 | -14.26 | -1.55 | 2.87 | 4.38 | NA | NA | … | … | -20.47 | 19.29 | 10.04 | -2.52 | 4.11 | 29.87 | 12.21 | -9.40 | 20.26 | 30.80 | -37.75 | 13.05 | 9.45 |
| Sharpe Ratio | NA | -0.49 | -0.10 | 0.14 | 0.19 | NA | NA | … | … | -0.86 | 2.40 | 0.64 | -0.16 | 0.33 | 2.47 | 0.84 | -0.35 | 1.05 | 1.23 | -1.07 | 0.63 | 0.53 |
| Standard Deviation(%) | NA | 30.97 | 21.43 | 18.31 | 21.93 | NA | NA | … | … | 41.33 | 7.80 | 15.23 | 15.42 | 12.57 | 12.07 | 14.52 | 27.14 | 19.15 | 24.98 | 36.13 | 15.94 | 11.91 |
| Draw Down(%) | NA | 26.49 | 26.49 | 26.49 | 46.99 | NA | NA | … | … | 26.49 | 3.39 | 12.26 | 14.69 | 10.13 | 5.31 | 12.30 | 26.01 | 14.73 | 22.88 | 48.37 | 10.77 | 10.30 |
| Yield(%) | 0.00 | 5.36 | 7.64 | 7.82 | 6.08 | 5.13 | 3.84 | … | … | 0.00 | 5.91 | 8.61 | 12.11 | 8.16 | 8.29 | 16.10 | 0.00 | 0.12 | 0.00 | 0.00 | 12.03 | 10.97 |
Data as of 07/19/2018, Common starting date is 01/06/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMRRX (EAGLE MID CAP STOCK FUND CLASS R-3) |
-13.24%
Feb 2006 – Feb 2009 |
-1.62%
May 2007 – May 2012 |
4.28%
Feb 2006 – Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMRRX (EAGLE MID CAP STOCK FUND CLASS R-3) |
22.78%
Feb 2009 – Feb 2012 |
19.44%
Feb 2009 – Feb 2014 |
6.87%
Jan 2008 – Jan 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart