Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HRCCX (EAGLE CAPITAL APPRECIATION FUND CLASS C) | 9.69% | 30.79% | 27.23% | 15.56% | 16.77% | 15.37% | 11.85% | … | … |
Data as of 06/04/2026, Common starting date is 12/26/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HRCCX (EAGLE CAPITAL APPRECIATION FUND CLASS C) | 12/26/1995 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 30.79 | 27.23 | 15.56 | 16.77 | 15.37 | 11.85 | … | … | 9.69 | 19.22 | 19.32 | 23.95 | -49.99 | 15.71 | 3.28 | 30.50 | -8.13 | 30.37 | 3.42 | 6.45 | 17.43 | 29.72 | 18.96 | -4.77 | 10.18 | 53.54 | -46.03 | 12.55 | 10.58 | 4.24 | 11.78 | 25.66 | -24.91 | -8.75 | -9.27 | 39.49 | 33.34 | 27.62 | 5.57 | -9.08 |
| Sharpe Ratio | NA | 2.01 | 1.30 | 0.62 | 0.72 | NA | NA | … | … | 1.44 | 0.69 | 0.57 | 1.02 | -1.12 | 0.73 | 0.07 | 2.03 | -0.46 | 3.49 | 0.23 | 0.40 | 0.59 | 2.48 | 1.38 | -0.20 | 0.59 | 1.92 | -1.07 | 0.58 | 0.62 | 0.19 | 0.86 | 1.21 | -0.88 | -0.44 | -0.52 | 2.00 | 1.46 | 1.26 | 0.12 | -0.95 |
| Standard Deviation(%) | NA | 15.57 | 19.36 | 21.38 | 21.20 | NA | NA | … | … | 17.18 | 24.06 | 22.19 | 19.53 | 46.16 | 21.45 | 41.62 | 14.36 | 20.54 | 8.56 | 13.71 | 16.17 | 29.63 | 11.99 | 13.78 | 23.88 | 17.13 | 27.86 | 43.77 | 16.51 | 11.75 | 11.08 | 12.56 | 20.62 | 29.60 | 25.69 | 25.60 | 18.13 | 20.55 | 19.10 | 16.79 | 108.83 |
| Draw Down(%) | NA | 13.72 | 23.37 | 32.44 | 32.44 | NA | NA | … | … | 12.32 | 23.37 | 14.57 | 11.24 | 51.25 | 15.91 | 31.89 | 8.63 | 23.79 | 2.20 | 11.96 | 11.74 | 16.21 | 7.39 | 11.22 | 20.13 | 13.82 | 17.49 | 55.79 | 9.09 | 10.90 | 11.23 | 11.17 | 16.59 | 36.50 | 33.03 | 17.80 | 11.21 | 23.64 | 12.52 | 14.67 | 10.47 |
| Yield(%) | 0.00 | 4.72 | 11.18 | 11.06 | 13.73 | 14.05 | 10.70 | … | … | 0.00 | 4.83 | 15.42 | 14.72 | 20.48 | 13.47 | 24.22 | 2.40 | 11.64 | 10.48 | 8.12 | 17.48 | 17.94 | 14.92 | 0.00 | 0.00 | 0.17 | 0.00 | 0.00 | 16.48 | 0.70 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 10.42 | 10.81 | 6.85 | 0.00 | 0.00 | 0.25 |
Data as of 06/04/2026, Common starting date is 12/26/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HRCCX (EAGLE CAPITAL APPRECIATION FUND CLASS C) |
-16.44%
Mar 2000 – Mar 2003 |
-6.43%
Feb 2004 – Feb 2009 |
-2.29%
Feb 1999 – Feb 2009 |
3.94%
Dec 1999 – Dec 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HRCCX (EAGLE CAPITAL APPRECIATION FUND CLASS C) |
34.38%
Mar 1997 – Mar 2000 |
22.18%
Feb 2009 – Feb 2014 |
17.85%
Dec 2011 – Dec 2021 |
16.32%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart