Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HSRSX (EAGLE SMALL CAP GROWTH FUND CLASS R-5) | NA | 17.08% | -2.58% | 6.64% | 6.82% | 14.35% | NA | … | … |
Data as of 03/08/2024, Common starting date is 01/06/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HSRSX (EAGLE SMALL CAP GROWTH FUND CLASS R-5) | 01/06/2006 | 03/08/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.01 | 17.08 | -2.58 | 6.64 | 6.82 | 14.35 | NA | … | … | 8.70 | 14.34 | -27.35 | 1.16 | 37.68 | 25.78 | -10.64 | 23.34 | 10.22 | -0.56 | 5.51 | 34.54 | 14.59 | -1.34 | 35.88 | 34.78 | -36.22 | 7.48 | 14.26 |
| Sharpe Ratio | NA | 0.72 | -0.19 | 0.18 | 0.25 | NA | NA | … | … | 2.90 | 0.54 | -0.89 | 0.05 | 0.95 | 1.35 | -0.55 | 1.87 | 0.53 | -0.03 | 0.31 | 2.35 | 0.79 | -0.04 | 1.50 | 1.18 | -0.91 | 0.24 | 0.79 |
| Standard Deviation(%) | NA | 18.40 | 24.88 | 27.64 | 23.27 | NA | NA | … | … | 18.18 | 18.71 | 32.32 | 23.63 | 39.44 | 18.06 | 21.84 | 12.21 | 18.76 | 17.50 | 17.45 | 14.69 | 18.55 | 31.82 | 23.80 | 29.43 | 40.47 | 18.65 | 14.35 |
| Draw Down(%) | NA | 15.82 | 38.07 | 38.25 | 38.25 | NA | NA | … | … | 3.71 | 15.82 | 32.20 | 15.66 | 38.25 | 11.59 | 29.32 | 7.66 | 17.70 | 16.71 | 13.44 | 6.74 | 15.62 | 28.45 | 16.00 | 27.00 | 49.80 | 12.66 | 16.02 |
| Yield(%) | 0.00 | 9.21 | 14.56 | 15.85 | 11.25 | 28.88 | 11.31 | … | … | 0.00 | 9.91 | 17.63 | 26.41 | 19.68 | 7.26 | 17.33 | 8.74 | 3.16 | 6.32 | 11.27 | 1.53 | 0.02 | 0.00 | 0.15 | 0.00 | 0.00 | 16.16 | 8.30 |
Data as of 03/08/2024, 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 |
|---|---|---|---|---|
| HSRSX (EAGLE SMALL CAP GROWTH FUND CLASS R-5) |
-14.89%
Feb 2006 – Feb 2009 |
0.39%
Sep 2018 – Sep 2023 |
5.10%
Oct 2013 – Oct 2023 |
6.88%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSRSX (EAGLE SMALL CAP GROWTH FUND CLASS R-5) |
35.65%
Feb 2009 – Feb 2012 |
28.56%
Feb 2009 – Feb 2014 |
17.86%
Feb 2009 – Feb 2019 |
13.60%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart