Outcomes
Eagle has compounded clients’ capital at 14.0% annually, net of fees and expenses, for the past 36 years.
The Eagle Capital strategy has produced strong absolute returns for our investors over time.
The line corresponding with Eagle Equity Strategy represents the Eagle Equity Composite (net of fees and expenses)
Annualized Performance as of 3/31/2025 | One Year | Three Year | Five Year | Ten Year | Twenty Years | Since Inception (12/31/1988) |
|---|---|---|---|---|---|---|
| Eagle Equity Strategy (Gross) | 12.8% | 13.5% | 21.2% | 13.4% | 12.1% | 14.8% |
| Eagle Equity Strategy (Net) | 12.0% | 12.6% | 20.3% | 12.6% | 11.2% | 14.0% |
| S&P 500 Index | 8.3% | 9.1% | 18.6% | 12.5% | 10.2% | 10.9% |
| Russell 1000 Value Index | 7.2% | 6.6% | 16.1% | 8.8% | 8.0% | 10.0% |
Past performance is not indicative of future results. For additional information regarding index comparisons and since inception performance calculation methodology, please see additional information below as well as the Eagle Equity Composite GIPS Report. Each investment program is speculative and entails substantial risks, including the risk that the entire amount invested may be lost. There is no assurance that any investment objective will be achieved. No guarantee or representation is made that any investment by Eagle Capital will be successful. The performance of any investment program can be volatile, and an investment program may become concentrated in any one issuer, industry, type of investment, strategy, country or geographic region, which could increase the likelihood of losses.