Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HSIIX (EAGLE SMALL CAP GROWTH FUND CLASS I) | 19.77% | 38.16% | 18.21% | 4.83% | 9.96% | 9.67% | 9.32% | … | … |
Data as of 06/04/2026, Common starting date is 01/06/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HSIIX (EAGLE SMALL CAP GROWTH FUND CLASS I) | 01/06/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.33 | 38.16 | 18.21 | 4.83 | 9.96 | 9.67 | 9.32 | … | … | 19.77 | 4.91 | -7.47 | 4.39 | -45.03 | -25.70 | 17.64 | 25.79 | -10.64 | 23.33 | 10.18 | -0.56 | 5.49 | 34.51 | 14.60 | -1.62 | 35.85 | 34.83 | -36.22 | 7.39 | 14.35 |
| Sharpe Ratio | NA | 1.88 | 0.73 | 0.09 | 0.35 | NA | NA | … | … | 2.17 | 0.11 | -0.50 | 0.01 | -1.05 | -0.64 | 0.41 | 1.35 | -0.55 | 1.87 | 0.53 | -0.03 | 0.31 | 2.35 | 0.79 | -0.05 | 1.50 | 1.18 | -0.91 | 0.24 | 0.79 |
| Standard Deviation(%) | NA | 19.73 | 21.12 | 23.62 | 24.00 | NA | NA | … | … | 22.90 | 25.97 | 28.14 | 20.21 | 44.44 | 40.43 | 42.40 | 18.06 | 21.84 | 12.20 | 18.77 | 17.49 | 17.47 | 14.69 | 18.52 | 31.84 | 23.80 | 29.38 | 40.49 | 18.65 | 14.37 |
| Draw Down(%) | NA | 12.13 | 28.29 | 38.08 | 38.26 | NA | NA | … | … | 12.13 | 26.60 | 25.25 | 15.80 | 46.62 | 36.46 | 38.26 | 11.60 | 29.32 | 7.66 | 17.70 | 16.72 | 13.43 | 6.74 | 15.63 | 28.48 | 16.03 | 26.96 | 49.80 | 12.66 | 16.02 |
| Yield(%) | 0.00 | 8.98 | 12.71 | 11.09 | 12.51 | 12.36 | 12.09 | … | … | 0.00 | 8.66 | 21.09 | 9.92 | 17.79 | 26.60 | 19.79 | 7.30 | 17.40 | 8.78 | 3.18 | 6.34 | 11.30 | 1.54 | 0.04 | 0.00 | 0.10 | 0.00 | 0.00 | 16.15 | 8.30 |
Data as of 06/04/2026, Common starting date is 01/06/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSIIX (EAGLE SMALL CAP GROWTH FUND CLASS I) |
-14.89%
Feb 2006 – Feb 2009 |
0.40%
Sep 2018 – Sep 2023 |
5.10%
Oct 2013 – Oct 2023 |
6.85%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSIIX (EAGLE SMALL CAP GROWTH FUND CLASS I) |
35.53%
Feb 2009 – Feb 2012 |
28.49%
Feb 2009 – Feb 2014 |
17.82%
Feb 2009 – Feb 2019 |
13.57%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart