Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HRCPX (EAGLE CAPITAL APPRECIATION FUND CLASS A) | 9.98% | 32.22% | 28.15% | 16.78% | 16.05% | 15.00% | 11.85% | … | … |
Data as of 06/03/2026, Common starting date is 11/04/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HRCPX (EAGLE CAPITAL APPRECIATION FUND CLASS A) | 11/04/1986 | 06/03/2026 |
| 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 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.95 | 32.22 | 28.15 | 16.78 | 16.05 | 15.00 | 11.85 | … | … | 9.98 | 23.00 | 35.17 | 39.55 | -29.18 | 30.55 | 11.88 | 31.50 | -7.37 | 31.43 | 4.21 | 7.36 | 16.87 | 30.69 | 19.86 | -4.15 | 10.79 | 54.79 | -45.62 | 13.39 | 11.44 | 5.20 | 12.61 | 26.65 | -24.39 | -8.14 | -8.71 | 40.39 | 34.33 | 42.79 | 18.72 | 7.31 | -10.21 | 10.30 | 0.46 | 35.06 | -12.89 | 10.53 | 18.23 | -9.75 | -2.55 |
| Sharpe Ratio | NA | 2.07 | 1.34 | 0.66 | 0.67 | NA | NA | … | … | 1.50 | 0.85 | 1.76 | 2.22 | -1.04 | 1.76 | 0.30 | 2.09 | -0.43 | 3.61 | 0.29 | 0.45 | 0.67 | 2.56 | 1.45 | -0.18 | 0.62 | 1.96 | -1.06 | 0.62 | 0.69 | 0.27 | 0.93 | 1.26 | -0.86 | -0.42 | -0.50 | 2.04 | 1.50 | 2.43 | 1.34 | 0.25 | -1.09 | 0.70 | -0.15 | 2.95 | -1.56 | 0.36 | 1.08 | -0.57 | -2.40 |
| Standard Deviation(%) | NA | 15.62 | 19.39 | 21.38 | 21.68 | NA | NA | … | … | 17.20 | 23.64 | 17.94 | 16.30 | 29.63 | 17.32 | 38.39 | 14.39 | 20.51 | 8.56 | 13.70 | 16.17 | 25.05 | 11.99 | 13.77 | 23.90 | 17.14 | 27.87 | 43.77 | 16.54 | 11.73 | 11.02 | 12.51 | 20.61 | 29.54 | 25.66 | 25.61 | 18.13 | 20.55 | 16.00 | 11.16 | 13.54 | 12.17 | 11.63 | 13.10 | 10.51 | 11.78 | 12.84 | 12.28 | 24.48 | 8.11 |
| Draw Down(%) | NA | 13.43 | 23.28 | 31.75 | 31.85 | NA | NA | … | … | 12.16 | 23.28 | 13.00 | 9.80 | 31.38 | 9.65 | 31.85 | 8.59 | 23.53 | 2.16 | 11.88 | 11.66 | 13.58 | 7.33 | 11.11 | 20.01 | 13.85 | 17.37 | 55.64 | 9.03 | 10.83 | 11.00 | 10.97 | 16.51 | 36.30 | 32.85 | 17.52 | 11.17 | 23.51 | 8.12 | 10.75 | 11.79 | 13.74 | 7.49 | 9.22 | 5.02 | 21.59 | 15.18 | 7.22 | 28.95 | 3.36 |
| Yield(%) | 0.00 | 4.75 | 11.29 | 9.76 | 10.54 | 12.06 | 9.81 | … | … | 0.00 | 4.86 | 15.54 | 14.82 | 12.40 | 8.58 | 0.12 | 2.04 | 8.65 | 7.88 | 6.34 | 14.16 | 15.06 | 12.87 | 0.46 | 0.00 | 0.00 | 0.00 | 0.00 | 15.04 | 0.64 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 10.07 | 10.54 | 6.73 | 14.11 | 12.30 | 0.34 | 0.39 | 1.96 | 0.53 | 2.40 | 2.54 | 1.69 | 0.61 | 0.66 | 0.50 |
Data as of 06/03/2026, Common starting date is 11/04/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HRCPX (EAGLE CAPITAL APPRECIATION FUND CLASS A) |
-15.87%
Mar 2000 – Mar 2003 |
-5.68%
Feb 2004 – Feb 2009 |
-1.57%
Feb 1999 – Feb 2009 |
4.27%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HRCPX (EAGLE CAPITAL APPRECIATION FUND CLASS A) |
40.17%
Mar 1997 – Mar 2000 |
27.96%
Dec 1994 – Dec 1999 |
17.40%
Oct 1990 – Oct 2000 |
16.02%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart