Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HMRSX (EAGLE MID CAP STOCK FUND CLASS R-5) | NA | -10.83% | 0.15% | 4.27% | 5.40% | NA | NA | … | … |
Data as of 07/19/2018, Common starting date is 01/06/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HMRSX (EAGLE MID CAP STOCK FUND CLASS R-5) | 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 (%) | 0.12 | -10.83 | 0.15 | 4.27 | 5.40 | NA | NA | … | … | -17.50 | 19.95 | 10.80 | -1.95 | 4.77 | 31.14 | 12.71 | -8.87 | 21.04 | 31.61 | -37.37 | 13.68 | 9.63 |
| Sharpe Ratio | NA | -0.42 | -0.02 | 0.23 | 0.24 | NA | NA | … | … | -0.83 | 2.49 | 0.69 | -0.13 | 0.38 | 2.57 | 0.88 | -0.33 | 1.09 | 1.26 | -1.06 | 0.67 | 0.55 |
| Standard Deviation(%) | NA | 27.85 | 19.96 | 17.29 | 21.51 | NA | NA | … | … | 37.05 | 7.80 | 15.23 | 15.42 | 12.59 | 12.09 | 14.50 | 27.16 | 19.15 | 24.94 | 36.16 | 15.95 | 11.92 |
| Draw Down(%) | NA | 23.90 | 23.90 | 23.90 | 46.81 | NA | NA | … | … | 23.90 | 3.34 | 12.16 | 14.51 | 10.06 | 5.28 | 12.23 | 25.88 | 14.66 | 22.78 | 48.12 | 10.71 | 10.30 |
| Yield(%) | 0.00 | 4.85 | 7.11 | 7.47 | 6.01 | 5.13 | 3.85 | … | … | 0.00 | 5.36 | 7.91 | 11.32 | 7.71 | 7.94 | 15.58 | 0.00 | 0.14 | 0.00 | 0.00 | 12.01 | 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 |
|---|---|---|---|---|
| HMRSX (EAGLE MID CAP STOCK FUND CLASS R-5) |
-12.82%
Feb 2006 – Feb 2009 |
-1.04%
May 2007 – May 2012 |
4.90%
Feb 2006 – Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMRSX (EAGLE MID CAP STOCK FUND CLASS R-5) |
23.54%
Feb 2009 – Feb 2012 |
20.23%
Feb 2009 – Feb 2014 |
7.55%
Jan 2008 – Jan 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart