New Zealand markets open in 6 hours 12 minutes

Eagle MLP Strategy C (EGLCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
8.60-0.01 (-0.12%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.18%
5-year average return12.18%
Number of years up6
Number of years down4
Best 1-yr total return (9 May 2024)47.50%
Worst 1-yr total return (9 May 2024)N/A
Best 3-yr total return47.50%
Worst 3-yr total return-13.01%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEGLCXCategory
YTD12.64%38.02%
1-month-0.29%4.39%
3-month12.51%17.34%
1-year26.21%54.67%
3-year25.81%0.06%
5-year11.82%0.07%
10-year1.15%1.70%
Last bull market18.38%11.80%
Last bear market-10.46%-7.14%

Annual total return (%) history

Year
EGLCXCategory
2024
N/AN/A
2023
14.82%N/A
2022
31.76%N/A
2021
47.50%N/A
2020
-24.46%-23.34%
2019
8.37%13.05%
2018
-19.60%-16.32%
2017
-10.32%-5.78%
2016
37.95%27.30%
2015
-43.79%-34.98%
2014
2.90%7.46%
2013
N/A22.57%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.96%N/AN/AN/A
20230.16%4.05%5.57%4.35%
202224.31%-10.46%3.91%13.93%
202119.47%20.16%1.06%1.66%
2020-50.07%32.87%-7.71%23.37%
201920.31%-2.30%-6.80%-1.08%
2018-13.33%12.63%2.57%-19.70%
2017-0.75%-9.65%0.12%-0.11%
2016-4.89%25.12%10.43%4.97%
20150.35%-4.74%-28.48%-17.79%
20142.01%17.90%0.01%-14.45%
20130.50%2.49%8.04%N/A

Rank in category (by total return)

YTD20
1-month31
3-month18
1-year44
3-year17
5-year15

Load adjusted returns

1-year26.21%
3-year25.81%
5-year11.82%
10-year1.15%