Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XEGIX (Eagle Growth & Income Opport Fund) | NA | -71.68% | -35.52% | -23.10% | NA | NA | NA | … | … |
Data as of 08/19/2020, Common starting date is 06/23/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XEGIX (Eagle Growth & Income Opport Fund) | 06/23/2015 | 08/19/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -71.68 | -35.52 | -23.10 | NA | NA | NA | … | … | -73.54 | 18.59 | -18.42 | 3.58 | 6.75 | -6.72 |
| Sharpe Ratio | NA | -0.88 | -0.92 | -0.96 | NA | NA | NA | … | … | -0.78 | -0.51 | -3.29 | -2.55 | -2.49 | -2.16 |
| Standard Deviation(%) | NA | 106.43 | 62.22 | 48.68 | NA | NA | NA | … | … | 133.56 | 9.12 | 12.15 | 6.15 | 10.96 | 13.81 |
| Draw Down(%) | NA | 73.98 | 74.88 | 75.10 | NA | NA | NA | … | … | 73.98 | 6.22 | 23.28 | 6.54 | 8.66 | 9.08 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/19/2020, Common starting date is 06/23/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XEGIX (Eagle Growth & Income Opport Fund) |
-14.65%
Mar 2017 – Mar 2020 |
-6.24%
Jul 2015 – Jul 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XEGIX (Eagle Growth & Income Opport Fund) |
1.94%
Sep 2015 – Sep 2018 |
-6.24%
Jul 2015 – Jul 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart