Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/09/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HRCUX (EAGLE CAPITAL APPRECIATION FUND CLASS R-6) | -4.81% | 1.28% | 3.34% | 3.76% | NA | NA | NA | 8.16% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HRCUX (EAGLE CAPITAL APPRECIATION FUND CLASS R-6) | 08/06/2015 | 05/09/2025 |
The return data shown below all have the same latest date: 05/09/2025.
AR inception is since 08/06/2015.
AR inception is since 08/06/2015.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.18 | 1.28 | 3.34 | 3.76 | NA | NA | NA | 8.16 | -4.81 | 20.67 | 25.38 | -40.36 | 22.72 | 13.11 | 32.17 | -7.01 | 31.93 | 4.60 | 0.21 |
| Sharpe Ratio | NA | -0.18 | -0.04 | 0.05 | NA | NA | NA | 0.25 | -0.47 | 0.63 | 1.09 | -1.19 | 1.19 | 0.34 | 2.14 | -0.41 | 3.67 | 0.32 | 0.02 |
| Standard Deviation(%) | NA | 28.27 | 26.99 | 26.01 | NA | NA | NA | 23.52 | 34.01 | 22.19 | 19.52 | 35.27 | 19.03 | 38.16 | 14.39 | 20.51 | 8.57 | 13.71 | 20.04 |
| Draw Down(%) | NA | 31.12 | 32.86 | 46.07 | NA | NA | NA | 46.07 | 23.23 | 14.56 | 11.20 | 41.88 | 11.74 | 31.82 | 8.54 | 23.45 | 2.15 | 11.85 | 10.91 |
| Yield(%) | 0.00 | 0.03 | 0.52 | 0.46 | 3.98 | 2.65 | 1.99 | 4.42 | 0.00 | 0.04 | 0.00 | 1.17 | 0.13 | 0.48 | 2.43 | 8.73 | 7.85 | 6.59 | 13.20 |
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) |
-6.10%
Dec 2019 - Dec 2022 |
0.35%
Dec 2017 - Dec 2022 |
0.00%
NA |
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) |
22.42%
Dec 2018 - Dec 2021 |
19.05%
Oct 2016 - Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart