Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HRCVX (EAGLE GROWTH & INCOME FUND CLASS A) | 9.34% | 22.55% | 15.52% | 6.42% | 9.33% | 9.74% | 8.65% | … | … |
Data as of 06/04/2026, Common starting date is 04/14/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HRCVX (EAGLE GROWTH & INCOME FUND CLASS A) | 04/14/1987 | 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 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.26 | 22.55 | 15.52 | 6.42 | 9.33 | 9.74 | 8.65 | … | … | 9.34 | 12.70 | 15.43 | 9.32 | -14.85 | 17.58 | 2.85 | 22.16 | -1.95 | 20.13 | 13.20 | -4.15 | 9.79 | 28.55 | 13.28 | 1.76 | 12.78 | 32.43 | -35.69 | 17.69 | 19.40 | 9.56 | 10.24 | 31.86 | -23.33 | -3.26 | 1.86 | 1.66 | 3.67 | 26.95 | 22.50 | 25.46 | -5.29 | 4.87 | 11.71 | 33.90 | -12.22 | 10.81 | 20.38 | -16.24 |
| Sharpe Ratio | NA | 1.94 | 0.97 | 0.26 | 0.47 | NA | NA | … | … | 1.72 | 0.65 | 1.06 | 0.49 | -0.82 | 1.18 | 0.08 | 2.11 | -0.24 | 3.24 | 1.13 | -0.28 | 0.91 | 2.81 | 1.22 | 0.09 | 0.73 | 1.42 | -1.18 | 1.01 | 1.75 | 0.88 | 0.83 | 1.90 | -1.07 | -0.36 | -0.14 | -0.15 | 0.02 | 2.21 | 2.58 | 4.05 | -1.10 | 0.36 | 1.54 | 3.73 | -1.92 | 0.81 | 2.27 | -1.35 |
| Standard Deviation(%) | NA | 10.40 | 12.62 | 14.83 | 16.25 | NA | NA | … | … | 11.65 | 15.24 | 11.14 | 11.61 | 20.03 | 14.88 | 33.06 | 9.80 | 13.93 | 6.04 | 11.44 | 15.15 | 10.71 | 10.14 | 10.91 | 19.65 | 17.35 | 22.69 | 30.84 | 14.44 | 9.16 | 8.27 | 11.18 | 16.36 | 22.83 | 15.93 | 16.47 | 11.40 | 11.96 | 10.49 | 7.23 | 5.30 | 7.58 | 7.51 | 5.95 | 8.01 | 9.19 | 5.98 | 6.78 | 19.38 |
| Draw Down(%) | NA | 7.12 | 16.04 | 25.04 | 33.93 | NA | NA | … | … | 7.12 | 16.04 | 5.71 | 12.17 | 20.00 | 9.47 | 33.93 | 4.28 | 14.56 | 2.71 | 8.52 | 15.11 | 8.28 | 5.49 | 7.71 | 16.28 | 14.58 | 24.95 | 44.79 | 9.42 | 8.74 | 4.89 | 12.53 | 12.23 | 32.14 | 18.58 | 11.27 | 11.59 | 15.76 | 6.96 | 6.10 | 2.07 | 7.60 | 6.47 | 4.03 | 3.16 | 18.18 | 6.98 | 2.96 | 24.23 |
| Yield(%) | 0.00 | 18.17 | 15.32 | 8.46 | 8.74 | 9.37 | 8.38 | … | … | 0.00 | 18.58 | 16.76 | 12.80 | 1.42 | 1.61 | 1.67 | 5.61 | 9.05 | 4.59 | 7.57 | 1.58 | 2.67 | 4.40 | 4.55 | 6.77 | 1.39 | 5.26 | 2.22 | 14.66 | 6.94 | 8.58 | 2.13 | 1.27 | 0.77 | 15.02 | 3.88 | 2.08 | 6.07 | 12.22 | 14.53 | 3.29 | 2.76 | 4.20 | 2.81 | 4.51 | 3.80 | 5.35 | 5.39 | 3.86 |
Data as of 06/04/2026, Common starting date is 04/14/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HRCVX (EAGLE GROWTH & INCOME FUND CLASS A) |
-9.91%
Feb 2006 – Feb 2009 |
-5.97%
Mar 1998 – Mar 2003 |
-0.66%
Feb 1999 – Feb 2009 |
3.77%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HRCVX (EAGLE GROWTH & INCOME FUND CLASS A) |
25.35%
Mar 1995 – Mar 1998 |
21.52%
Feb 2009 – Feb 2014 |
14.95%
Feb 2009 – Feb 2019 |
11.73%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart