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Carillon ClariVest Capital Apprec I (HRCIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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55.15+0.94 (+1.73%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return11.26%
5-Year Average Return15.70%
Number of Years Up13
Number of Years Down4
Best 1 Yr Total Return (May 2, 2024)55.31%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return55.31%
Worst 3-Yr Total Return6.47%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnHRCIXCategory
YTD8.53%12.38%
1-Month-4.61%5.09%
3-Month4.85%10.28%
1-Year34.42%41.70%
3-Year8.84%22.56%
5-Year15.14%21.98%
10-Year14.39%15.99%
Last Bull Market30.79%25.99%
Last Bear Market-19.92%-17.29%

Annual Total Return (%) History

Year
HRCIXCategory
2024
N/AN/A
2023
39.90%N/A
2022
-28.79%N/A
2021
31.06%N/A
2020
29.31%35.86%
2019
31.87%31.90%
2018
-6.93%-2.09%
2017
31.84%27.67%
2016
4.59%3.23%
2015
7.93%3.60%
2014
14.58%10.00%
2013
30.95%33.92%
2012
20.19%15.34%
2011
-3.83%-2.46%
2010
11.22%15.53%
2009
55.31%35.68%
2008
-45.39%-40.67%
2007
13.83%13.35%
2006
N/A7.05%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202413.78%N/AN/AN/A
202313.21%12.16%-2.98%13.56%
2022-8.16%-19.92%-3.74%0.59%
20213.88%11.60%-0.10%13.17%
2020-16.00%27.28%10.06%9.90%
201914.40%3.42%1.23%10.11%
20180.84%4.05%7.19%-17.24%
20178.00%5.82%7.23%7.58%
2016-0.75%-0.67%5.65%0.41%
20154.06%0.85%-4.48%7.68%
20140.70%5.34%3.23%4.63%
20138.08%1.13%7.54%11.41%
201217.51%-5.35%8.58%-0.47%
20113.48%0.37%-15.36%9.40%
20102.15%-11.10%12.27%9.09%
20093.89%22.27%11.95%9.22%
2008-11.77%7.78%-14.33%-32.97%
20071.37%9.04%4.35%-1.31%
2006-1.76%2.35%5.41%N/A

Rank In Category (By Total Return)

YTD25
1-Month47
3-Month29
1-Year24
3-Year7
5-Year20

Load Adjusted Returns

1-Year28.04%
3-Year7.09%
5-Year14.02%
10-Year13.83%