Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 03/08/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HRCMX (EAGLE CAPITAL APPRECIATION FUND CLASS R-5) | NA | 45.08% | 14.79% | 17.93% | 14.40% | 17.82% | NA | 11.34% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HRCMX (EAGLE CAPITAL APPRECIATION FUND CLASS R-5) | 01/06/2006 | 03/08/2024 |
The return data shown below all have the same latest date: 03/08/2024.
AR inception is since 01/06/2006.
AR inception is since 01/06/2006.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.01 | 45.08 | 14.79 | 17.93 | 14.40 | 17.82 | NA | 11.34 | 12.50 | 39.98 | -28.94 | 30.95 | 29.27 | 31.89 | -7.10 | 31.88 | 4.53 | 7.64 | 14.58 | 31.14 | 20.15 | -3.84 | 11.24 | 55.48 | -45.43 | 13.79 | 7.72 |
| Sharpe Ratio | NA | 2.66 | 0.59 | 0.68 | 0.66 | NA | NA | 0.48 | 5.33 | 2.21 | -1.03 | 1.79 | 0.81 | 2.12 | -0.41 | 3.66 | 0.32 | 0.47 | 1.12 | 2.59 | 1.47 | -0.16 | 0.65 | 1.99 | -1.06 | 0.66 | 0.39 |
| Standard Deviation(%) | NA | 15.54 | 21.65 | 24.18 | 20.12 | NA | NA | 21.50 | 15.83 | 16.31 | 29.61 | 17.32 | 35.63 | 14.38 | 20.54 | 8.57 | 13.70 | 16.16 | 12.95 | 12.01 | 13.79 | 23.87 | 17.12 | 27.85 | 43.77 | 16.53 | 11.63 |
| Draw Down(%) | NA | 9.74 | 31.52 | 31.83 | 31.83 | NA | NA | 56.68 | 2.73 | 9.74 | 31.20 | 9.62 | 31.83 | 8.54 | 23.45 | 2.17 | 11.85 | 11.64 | 8.36 | 7.29 | 11.09 | 19.94 | 13.81 | 17.32 | 55.56 | 9.01 | 10.83 |
| Yield(%) | 0.00 | 13.55 | 11.41 | 13.16 | 11.77 | 23.37 | 9.76 | 10.84 | 0.00 | 14.86 | 11.62 | 8.14 | 16.26 | 2.29 | 8.61 | 7.61 | 6.42 | 14.02 | 14.71 | 12.61 | 0.85 | 0.00 | 0.00 | 0.00 | 0.00 | 15.02 | 0.63 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HRCMX (EAGLE CAPITAL APPRECIATION FUND CLASS R-5) |
-14.82%
Feb 2006 - Feb 2009 |
-0.18%
May 2007 - May 2012 |
7.23%
Feb 2006 - Feb 2016 |
8.76%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HRCMX (EAGLE CAPITAL APPRECIATION FUND CLASS R-5) |
30.70%
Dec 2018 - Dec 2021 |
23.43%
Feb 2009 - Feb 2014 |
18.71%
Dec 2011 - Dec 2021 |
17.31%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart