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Eagle Capital Select Equity ETF (EAGL)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ETF Info

Inception Date
Mar 21, 2024
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Domicile
United States
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Value

Share Price Chart


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Eagle Capital Select Equity ETF

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Eagle Capital Select Equity ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period

Eagle Capital Select Equity ETF (EAGL) has returned -5.79% so far this year and 8.34% over the past 12 months.


Eagle Capital Select Equity ETF

1D
0.03%
1M
-3.09%
YTD
-5.79%
6M
-2.64%
1Y
8.34%
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
0.11%
1M
-3.43%
YTD
-3.84%
6M
-1.98%
1Y
16.08%
3Y*
16.86%
5Y*
10.37%
10Y*
12.29%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Mar 25, 2024, EAGL's average daily return is +0.05%, while the average monthly return is +0.83%. At this rate, your investment would double in approximately 7.0 years.

Historically, 62% of months were positive and 38% were negative. The best month was Jan 2025 with a return of +5.6%, while the worst month was Mar 2026 at -5.1%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 3 months.

On a daily basis, EAGL closed higher 55% of trading days. The best single day was Apr 9, 2025 with a return of +8.2%, while the worst single day was Apr 4, 2025 at -5.6%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-0.09%-1.11%-5.14%0.53%-5.79%
20255.64%-1.73%-3.11%-2.32%4.50%5.56%-1.33%4.06%0.87%2.53%-0.41%2.25%17.19%
20240.51%-1.86%4.19%2.61%0.23%1.66%1.45%0.07%5.20%-3.03%11.27%

Benchmark Metrics

Eagle Capital Select Equity ETF has an annualized alpha of 0.24%, beta of 0.87, and R² of 0.82 versus S&P 500 Index. Calculated based on daily prices since March 26, 2024.

  • This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (78.98%) than losses (76.74%) — typical of diversified or defensive assets.
  • With beta of 0.87 and R² of 0.82, this ETF moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

Alpha
0.24%
Beta
0.87
0.82
Upside Capture
78.98%
Downside Capture
76.74%

Expense Ratio

EAGL has an expense ratio of 0.80%, placing it in the medium range.


Return for Risk

Risk / Return Rank

EAGL ranks 24 for risk / return — below 24% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


EAGL Risk / Return Rank: 2424
Overall Rank
EAGL Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
EAGL Sortino Ratio Rank: 2424
Sortino Ratio Rank
EAGL Omega Ratio Rank: 2424
Omega Ratio Rank
EAGL Calmar Ratio Rank: 2222
Calmar Ratio Rank
EAGL Martin Ratio Rank: 2323
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Eagle Capital Select Equity ETF (EAGL) and compare them to a chosen benchmark (S&P 500 Index).


EAGLBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.47

0.88

-0.41

Sortino ratio

Return per unit of downside risk

0.79

1.37

-0.57

Omega ratio

Gain probability vs. loss probability

1.11

1.21

-0.10

Calmar ratio

Return relative to maximum drawdown

0.67

1.39

-0.72

Martin ratio

Return relative to average drawdown

2.24

6.43

-4.19

Explore EAGL risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Eagle Capital Select Equity ETF provided a 0.58% dividend yield over the last twelve months, with an annual payout of $0.18 per share.


0.30%0.35%0.40%0.45%0.50%0.55%$0.00$0.05$0.10$0.1520242025
Dividends
Dividend Yield
PeriodTTM20252024
Dividend$0.18$0.18$0.08

Dividend yield

0.58%0.55%0.29%

Monthly Dividends

The table displays the monthly dividend distributions for Eagle Capital Select Equity ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.18$0.18
2024$0.08$0.08

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Eagle Capital Select Equity ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Eagle Capital Select Equity ETF was 15.09%, occurring on Apr 8, 2025. Recovery took 45 trading sessions.

The current Eagle Capital Select Equity ETF drawdown is 9.61%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-15.09%Feb 7, 202542Apr 8, 202545Jun 12, 202587
-13.54%Jan 13, 202652Mar 27, 2026
-7.71%Jul 17, 202414Aug 5, 202432Sep 19, 202446
-7.12%Oct 28, 202518Nov 20, 202513Dec 10, 202531
-4.68%Nov 8, 202429Dec 19, 202419Jan 21, 202548

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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