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Eagle MLP Strategy A (EGLAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.62-0.02 (-0.23%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.40%
5-year average return13.02%
Number of years up7
Number of years down4
Best 1-yr total return (9 May 2024)48.70%
Worst 1-yr total return (9 May 2024)N/A
Best 3-yr total return48.70%
Worst 3-yr total return-12.39%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEGLAXCategory
YTD12.99%38.02%
1-month-0.23%4.39%
3-month12.80%17.34%
1-year27.20%54.67%
3-year26.77%0.06%
5-year12.68%0.07%
10-year1.92%1.70%
Last bull market18.82%11.80%
Last bear market-10.41%-7.14%

Annual total return (%) history

Year
EGLAXCategory
2024
N/AN/A
2023
15.60%N/A
2022
32.81%N/A
2021
48.70%N/A
2020
-23.94%-23.34%
2019
9.19%13.05%
2018
-19.02%-16.32%
2017
-9.58%-5.78%
2016
38.83%27.30%
2015
-43.34%-34.98%
2014
3.76%7.46%
2013
32.92%22.57%
2012
N/A4.29%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202413.25%N/AN/AN/A
20230.21%4.36%5.74%4.54%
202224.63%-10.41%4.08%14.27%
202119.89%20.08%1.44%1.83%
2020-49.96%33.37%-7.75%23.55%
201920.47%-2.12%-6.59%-0.87%
2018-13.24%12.96%2.76%-19.58%
2017-0.56%-9.44%0.29%0.10%
2016-4.80%25.24%10.74%5.14%
20150.53%-4.56%-28.37%-17.56%
20142.17%18.20%0.20%-14.25%
201318.78%0.73%2.63%8.25%
2012-1.53%N/AN/AN/A

Rank in category (by total return)

YTD17
1-month21
3-month14
1-year38
3-year12
5-year5

Load adjusted returns

1-year19.89%
3-year24.30%
5-year11.36%
10-year1.32%