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Carillon ClariVest Capital Apprec R5 (HRCMX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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55.61+0.64 (+1.16%)
At close: 09:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return12.50%
5-Year Average Return17.99%
Number of Years Up13
Number of Years Down4
Best 1 Yr Total Return (Mar 7, 2024)55.48%
Worst 1 Yr Total Return (Mar 7, 2024)N/A
Best 3-Yr Total Return55.48%
Worst 3-Yr Total Return6.47%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnHRCMXCategory
YTD11.21%12.38%
1-Month7.43%5.09%
3-Month15.73%10.28%
1-Year44.79%41.70%
3-Year12.93%22.56%
5-Year17.34%21.98%
10-Year14.45%15.99%
Last Bull Market40.69%25.99%
Last Bear Market-19.92%-17.29%

Annual Total Return (%) History

Year
HRCMXCategory
2023
39.90%N/A
2022
-28.77%N/A
2021
31.06%N/A
2020
29.29%35.86%
2019
31.87%31.90%
2018
-6.92%-2.09%
2017
31.88%27.67%
2016
4.56%3.23%
2015
7.90%3.60%
2014
14.55%10.00%
2013
30.93%33.92%
2012
20.15%15.34%
2011
-3.84%-2.46%
2010
11.24%15.53%
2009
55.48%35.68%
2008
-45.43%-40.67%
2007
13.79%13.35%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202313.23%12.15%-2.99%13.57%
2022-8.16%-19.92%-3.72%0.58%
20213.87%11.61%-0.10%13.16%
2020-16.03%27.30%10.06%9.90%
201914.39%3.41%1.26%10.10%
20180.84%4.04%7.18%-17.23%
20178.01%5.87%7.23%7.57%
2016-0.75%-0.67%5.67%0.37%
20154.04%0.85%-4.52%7.70%
20140.68%5.33%3.24%4.62%
20138.07%1.14%7.53%11.41%
201217.47%-5.33%8.56%-0.47%
20113.49%0.37%-15.36%9.37%
20102.15%-11.12%12.30%9.10%
20093.96%22.26%12.03%9.20%
2008-11.80%7.76%-14.30%-33.01%
20071.34%9.05%4.33%-1.31%

Rank In Category (By Total Return)

YTD31
1-Month35
3-Month40
1-Year41
3-Year6
5-Year18

Load Adjusted Returns

1-Year44.79%
3-Year12.93%
5-Year17.34%
10-Year14.45%