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 |
|---|---|---|---|---|---|---|---|---|
| HSRUX (EAGLE SMALL CAP GROWTH FUND CLASS R-6) | -11.60% | -20.79% | -16.22% | -13.36% | -4.86% | NA | NA | 0.65% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HSRUX (EAGLE SMALL CAP GROWTH FUND CLASS R-6) | 08/16/2011 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 08/16/2011.
AR inception is since 08/16/2011.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 8.03 | -20.79 | -16.22 | -13.36 | -4.86 | NA | NA | 0.65 | -11.60 | -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 | -0.83 | -0.63 | -0.46 | -0.23 | NA | NA | -0.02 | -1.02 | -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 | 32.71 | 32.41 | 33.75 | 28.95 | NA | NA | 26.91 | 34.71 | 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 | 41.36 | 50.26 | 72.65 | 72.65 | NA | NA | 72.65 | 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 | 0.00 | 0.00 | 0.00 | 4.12 | 5.64 | 4.23 | 6.50 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 7.18 | 17.19 | 8.69 | 3.15 | 6.30 | 11.25 | 1.53 | 0.14 | 0.00 |
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) |
-25.77%
Nov 2020 - Nov 2023 |
-13.74%
Dec 2019 - Dec 2024 |
-4.66%
Mar 2015 - Mar 2025 |
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) |
19.92%
Jul 2012 - Jul 2015 |
16.39%
Feb 2016 - Feb 2021 |
13.03%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart