Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HRCYX (Carillon ClariVest Capital Appreciation Fund) | NA | 44.65% | 14.44% | 17.57% | NA | NA | NA | … | … |
Data as of 03/08/2024, Common starting date is 11/24/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HRCYX (Carillon ClariVest Capital Appreciation Fund) | 11/24/2017 | 03/08/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 44.65 | 14.44 | 17.57 | NA | NA | NA | … | … | 12.44 | 39.55 | -29.16 | 30.55 | 28.89 | 31.51 | -7.37 | 1.19 |
| Sharpe Ratio | NA | 2.63 | 0.57 | 0.66 | NA | NA | NA | … | … | 5.31 | 2.19 | -1.03 | 1.76 | 0.80 | 2.09 | -0.42 | 1.32 |
| Standard Deviation(%) | NA | 15.53 | 21.65 | 24.18 | NA | NA | NA | … | … | 15.81 | 16.30 | 29.62 | 17.33 | 35.62 | 14.37 | 20.51 | 9.37 |
| Draw Down(%) | NA | 9.81 | 31.74 | 31.83 | NA | NA | NA | … | … | 2.73 | 9.81 | 31.39 | 9.64 | 31.83 | 8.56 | 23.53 | 1.89 |
| Yield(%) | 0.00 | 13.52 | 11.35 | 12.98 | 7.10 | 4.73 | 3.55 | … | … | 0.00 | 14.82 | 11.64 | 8.09 | 15.99 | 1.99 | 8.14 | 6.12 |
Data as of 03/08/2024, Common starting date is 11/24/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HRCYX (Carillon ClariVest Capital Appreciation Fund) |
6.03%
Dec 2019 – Dec 2022 |
7.74%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HRCYX (Carillon ClariVest Capital Appreciation Fund) |
30.31%
Dec 2018 – Dec 2021 |
16.95%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart