Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HSRUX (EAGLE SMALL CAP GROWTH FUND CLASS R-6) | 19.81% | 38.32% | 18.33% | 4.95% | 10.09% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/16/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HSRUX (EAGLE SMALL CAP GROWTH FUND CLASS R-6) | 08/16/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.34 | 38.32 | 18.33 | 4.95 | 10.09 | NA | NA | … | … | 19.81 | 5.80 | -7.38 | 4.49 | -44.36 | -24.96 | 18.17 | 25.93 | -10.52 | 23.45 | 10.35 | -0.45 | 5.66 | 34.70 | 14.70 | 3.29 |
| Sharpe Ratio | NA | 1.89 | 0.74 | 0.09 | 0.36 | NA | NA | … | … | 2.18 | 0.12 | -0.50 | 0.01 | -1.05 | -0.63 | 0.42 | 1.36 | -0.54 | 1.88 | 0.54 | -0.03 | 0.32 | 2.36 | 0.80 | 0.22 |
| Standard Deviation(%) | NA | 19.73 | 21.08 | 23.58 | 23.98 | NA | NA | … | … | 22.86 | 25.95 | 28.09 | 20.20 | 43.67 | 39.70 | 42.26 | 18.05 | 21.84 | 12.21 | 18.76 | 17.49 | 17.45 | 14.70 | 18.54 | 39.96 |
| Draw Down(%) | NA | 12.14 | 28.27 | 38.02 | 38.26 | NA | NA | … | … | 12.14 | 26.59 | 25.26 | 15.79 | 45.95 | 35.88 | 38.26 | 11.54 | 29.28 | 7.65 | 17.69 | 16.69 | 13.36 | 6.72 | 15.58 | 14.74 |
| Yield(%) | 0.00 | 8.99 | 12.73 | 10.98 | 12.49 | 13.89 | 10.41 | … | … | 0.00 | 8.67 | 21.11 | 9.92 | 17.21 | 25.98 | 19.42 | 7.18 | 17.19 | 8.69 | 3.15 | 6.30 | 11.25 | 1.53 | 0.14 | 0.00 |
Data as of 06/04/2026, Common starting date is 08/16/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSRUX (EAGLE SMALL CAP GROWTH FUND CLASS R-6) |
-6.28%
Jan 2021 – Jan 2024 |
0.52%
Sep 2018 – Sep 2023 |
5.23%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HSRUX (EAGLE SMALL CAP GROWTH FUND CLASS R-6) |
20.70%
Dec 2018 – Dec 2021 |
20.02%
Feb 2016 – Feb 2021 |
14.79%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart