Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HRCUX (EAGLE CAPITAL APPRECIATION FUND CLASS R-6) | 10.24% | 32.23% | 28.67% | 17.03% | 18.22% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/06/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HRCUX (EAGLE CAPITAL APPRECIATION FUND CLASS R-6) | 08/06/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 32.23 | 28.67 | 17.03 | 18.22 | NA | NA | … | … | 10.24 | 20.58 | 35.72 | 40.14 | -28.68 | 31.07 | 29.44 | 32.17 | -7.01 | 31.93 | 4.60 | 0.21 |
| Sharpe Ratio | NA | 2.10 | 1.37 | 0.69 | 0.78 | NA | NA | … | … | 1.53 | 0.75 | 1.79 | 2.26 | -1.02 | 1.79 | 0.82 | 2.13 | -0.41 | 3.67 | 0.32 | 0.02 |
| Standard Deviation(%) | NA | 15.59 | 19.37 | 21.36 | 21.20 | NA | NA | … | … | 17.20 | 24.05 | 17.95 | 16.30 | 29.59 | 17.32 | 35.62 | 14.39 | 20.51 | 8.57 | 13.71 | 20.04 |
| Draw Down(%) | NA | 13.30 | 23.23 | 31.24 | 31.82 | NA | NA | … | … | 12.09 | 23.23 | 12.98 | 9.71 | 30.93 | 9.62 | 31.82 | 8.54 | 23.45 | 2.15 | 11.85 | 10.91 |
| Yield(%) | 0.00 | 4.74 | 11.37 | 9.77 | 13.08 | 8.44 | 6.33 | … | … | 0.00 | 4.88 | 15.64 | 14.88 | 12.85 | 8.27 | 16.44 | 2.43 | 8.73 | 7.85 | 6.59 | 13.20 |
Data as of 06/04/2026, Common starting date is 08/06/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HRCUX (EAGLE CAPITAL APPRECIATION FUND CLASS R-6) |
6.56%
Dec 2019 – Dec 2022 |
8.26%
Dec 2017 – Dec 2022 |
16.18%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HRCUX (EAGLE CAPITAL APPRECIATION FUND CLASS R-6) |
32.91%
Dec 2022 – Dec 2025 |
22.43%
Dec 2016 – Dec 2021 |
18.29%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart