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Carillon Eagle Mid Cap Growth R3 (HAREX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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72.14+0.66 (+0.92%)
At close: 09:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.93%
5-Year Average Return11.78%
Number of Years Up11
Number of Years Down3
Best 1 Yr Total Return (Mar 7, 2024)39.42%
Worst 1 Yr Total Return (Mar 7, 2024)N/A
Best 3-Yr Total Return39.42%
Worst 3-Yr Total Return-0.65%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnHAREXCategory
YTD6.94%10.80%
1-Month7.04%4.43%
3-Month15.56%7.00%
1-Year20.60%48.17%
3-Year1.35%21.26%
5-Year10.86%20.18%
10-Year10.42%14.07%
Last Bull Market35.14%27.14%
Last Bear Market-18.82%-21.26%

Annual Total Return (%) History

Year
HAREXCategory
2023
19.35%N/A
2022
-26.04%N/A
2021
11.10%N/A
2020
39.42%39.26%
2019
34.08%32.52%
2018
-6.63%-6.65%
2017
29.54%23.91%
2016
6.40%6.03%
2015
1.94%-0.95%
2014
9.30%7.00%
2013
37.17%34.93%
2012
15.56%14.07%
2011
-9.13%-3.96%
2010
29.65%24.61%
2009
N/A39.11%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20236.58%5.92%-6.56%13.15%
2022-10.55%-18.82%-1.76%3.67%
2021-1.24%9.12%0.28%2.81%
2020-20.51%32.64%12.01%18.06%
201917.31%7.99%-0.94%6.85%
20184.28%3.16%8.17%-19.76%
20178.59%6.56%4.82%6.80%
2016-2.86%2.64%4.98%1.66%
20157.74%0.34%-9.88%4.63%
20142.50%3.41%0.16%2.96%
201311.08%3.23%8.39%10.38%
201216.18%-7.28%5.06%2.11%
20115.47%0.55%-21.90%9.71%
20107.05%-10.40%14.30%18.26%
200913.27%16.76%7.92%N/A

Rank In Category (By Total Return)

YTD43
1-Month54
3-Month38
1-Year54
3-Year47
5-Year45

Load Adjusted Returns

1-Year20.60%
3-Year1.35%
5-Year10.86%
10-Year10.42%