Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HRCLX (EAGLE CAPITAL APPRECIATION FUND CLASS R-3) | NA | 44.30% | 14.13% | 17.27% | 13.73% | 17.13% | NA | … | … |
Data as of 03/08/2024, Common starting date is 01/06/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HRCLX (EAGLE CAPITAL APPRECIATION FUND CLASS R-3) | 01/06/2006 | 03/08/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.01 | 44.30 | 14.13 | 17.27 | 13.73 | 17.13 | NA | … | … | 12.40 | 39.19 | -29.38 | 30.21 | 28.60 | 31.18 | -7.60 | 30.98 | 3.88 | 6.99 | 13.91 | 30.31 | 19.41 | -4.41 | 10.58 | 54.47 | -45.77 | 13.20 | 7.65 |
| Sharpe Ratio | NA | 2.61 | 0.56 | 0.65 | 0.63 | NA | NA | … | … | 5.26 | 2.20 | -1.04 | 1.74 | 0.79 | 2.07 | -0.44 | 3.56 | 0.27 | 0.43 | 1.07 | 2.52 | 1.42 | -0.19 | 0.61 | 1.95 | -1.07 | 0.61 | 0.38 |
| Standard Deviation(%) | NA | 15.56 | 21.66 | 24.19 | 20.12 | NA | NA | … | … | 15.84 | 16.33 | 29.62 | 17.33 | 35.63 | 14.38 | 20.51 | 8.56 | 13.69 | 16.17 | 12.97 | 12.01 | 13.80 | 23.87 | 17.17 | 27.82 | 43.74 | 16.53 | 11.63 |
| Draw Down(%) | NA | 9.86 | 31.95 | 31.95 | 31.95 | NA | NA | … | … | 2.74 | 9.86 | 31.51 | 9.66 | 31.85 | 8.59 | 23.61 | 2.18 | 11.91 | 11.70 | 8.39 | 7.34 | 11.18 | 20.04 | 13.91 | 17.44 | 55.70 | 9.06 | 10.83 |
| Yield(%) | 0.00 | 13.49 | 12.12 | 13.72 | 11.79 | 22.76 | 9.40 | … | … | 0.00 | 14.79 | 13.17 | 9.05 | 17.46 | 1.75 | 8.84 | 8.15 | 6.45 | 14.45 | 15.30 | 13.01 | 0.03 | 0.00 | 0.00 | 0.00 | 0.00 | 15.04 | 0.63 |
Data as of 03/08/2024, 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 |
|---|---|---|---|---|
| HRCLX (EAGLE CAPITAL APPRECIATION FUND CLASS R-3) |
-15.21%
Feb 2006 – Feb 2009 |
-0.79%
May 2007 – May 2012 |
6.63%
Feb 2006 – Feb 2016 |
8.11%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HRCLX (EAGLE CAPITAL APPRECIATION FUND CLASS R-3) |
29.99%
Dec 2018 – Dec 2021 |
22.69%
Feb 2009 – Feb 2014 |
18.01%
Dec 2011 – Dec 2021 |
16.62%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart