Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HRSCX (EAGLE SMALL CAP GROWTH FUND CLASS A) | -11.72% | -21.12% | -18.17% | -15.76% | -6.40% | 0.25% | 1.73% | 4.67% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HRSCX (EAGLE SMALL CAP GROWTH FUND CLASS A) | 12/23/1994 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 12/23/1994.
AR inception is since 12/23/1994.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 8.00 | -21.12 | -18.17 | -15.76 | -6.40 | 0.25 | 1.73 | 4.67 | -11.72 | -7.75 | 4.08 | -47.73 | -28.58 | 15.71 | 25.40 | -10.92 | 22.88 | 9.82 | -0.89 | 6.67 | 34.13 | 14.19 | -1.63 | 35.09 | 34.21 | -36.48 | 7.06 | 17.64 | 1.42 | 16.86 | 40.43 | -19.19 | 12.38 | 5.35 | 7.13 | -12.21 | 29.26 | 27.46 | 31.32 | -4.86 |
| Sharpe Ratio | NA | -0.84 | -0.66 | -0.50 | -0.27 | NA | NA | 0.12 | -1.03 | -0.51 | -0.01 | -1.03 | -0.66 | 0.36 | 1.33 | -0.56 | 1.83 | 0.51 | -0.05 | 0.27 | 2.32 | 0.77 | -0.05 | 1.47 | 1.16 | -0.92 | 0.22 | 1.01 | -0.05 | 1.14 | 2.31 | -0.87 | 0.46 | 0.05 | 0.27 | -0.78 | 2.07 | 2.06 | 2.97 | -2.17 |
| Standard Deviation(%) | NA | 32.77 | 34.36 | 35.92 | 30.23 | NA | NA | 24.69 | 34.76 | 28.15 | 20.19 | 47.89 | 43.44 | 42.91 | 18.06 | 21.85 | 12.21 | 18.76 | 17.50 | 24.49 | 14.71 | 18.54 | 31.82 | 23.82 | 29.44 | 40.49 | 18.65 | 14.33 | 13.70 | 13.95 | 17.23 | 23.35 | 22.36 | 27.44 | 14.35 | 19.79 | 12.38 | 11.54 | 9.27 | 45.84 |
| Draw Down(%) | NA | 41.44 | 53.60 | 76.18 | 76.18 | NA | NA | 76.18 | 26.65 | 25.28 | 15.87 | 49.24 | 38.84 | 38.27 | 11.73 | 29.41 | 7.68 | 17.73 | 16.79 | 13.61 | 6.77 | 15.69 | 28.54 | 16.17 | 27.07 | 49.98 | 12.68 | 16.02 | 12.18 | 13.55 | 15.95 | 36.69 | 23.17 | 21.12 | 20.02 | 41.78 | 10.75 | 15.96 | 5.17 | 6.05 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 4.29 | 6.47 | 6.59 | 10.61 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 7.80 | 18.28 | 9.15 | 3.30 | 6.55 | 11.59 | 1.57 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 16.18 | 8.49 | 3.42 | 5.10 | 0.00 | 0.00 | 6.50 | 11.09 | 0.00 | 0.00 | 7.47 | 9.41 | 0.07 | 0.08 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HRSCX (EAGLE SMALL CAP GROWTH FUND CLASS A) |
-28.99%
Nov 2020 - Nov 2023 |
-16.14%
Dec 2019 - Dec 2024 |
-6.21%
Mar 2015 - Mar 2025 |
0.82%
Mar 2010 - Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HRSCX (EAGLE SMALL CAP GROWTH FUND CLASS A) |
35.05%
Feb 2009 - Feb 2012 |
28.06%
Feb 2009 - Feb 2014 |
17.59%
Feb 2009 - Feb 2019 |
12.30%
Feb 2003 - Feb 2018 |
Annualized Rolling Returns Comparison Chart