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Carillon ClariVest Capital Apprec A (HRCPX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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53.88+0.22 (+0.41%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return18.14%
5-Year Average Return17.48%
Number of Years Up29
Number of Years Down9
Best 1 Yr Total Return (Jun 6, 2024)54.79%
Worst 1 Yr Total Return (Jun 6, 2024)N/A
Best 3-Yr Total Return54.79%
Worst 3-Yr Total Return6.15%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnHRCPXCategory
YTD15.17%12.38%
1-Month6.19%5.09%
3-Month3.63%10.28%
1-Year35.80%41.70%
3-Year10.75%22.56%
5-Year17.82%21.98%
10-Year14.27%15.99%
Last Bull Market30.62%25.99%
Last Bear Market-19.96%-17.29%

Annual Total Return (%) History

Year
HRCPXCategory
2024
N/AN/A
2023
39.46%N/A
2022
-29.00%N/A
2021
30.67%N/A
2020
28.91%35.86%
2019
31.49%31.90%
2018
-7.20%-2.09%
2017
31.44%27.67%
2016
4.25%3.23%
2015
7.62%3.60%
2014
14.26%10.00%
2013
30.48%33.92%
2012
19.85%15.34%
2011
-4.15%-2.46%
2010
10.79%15.53%
2009
54.79%35.68%
2008
-45.62%-40.67%
2007
13.37%13.35%
2006
11.44%7.05%
2005
5.20%6.71%
2004
12.61%7.81%
2003
26.65%28.66%
2002
-24.39%-27.64%
2001
-8.14%-22.30%
2000
-8.55%-13.05%
1999
40.39%38.87%
1998
34.18%34.55%
1997
42.72%26.36%
1996
18.90%19.76%
1995
20.27%32.65%
1994
-2.38%-2.45%
1993
18.42%8.69%
1992
9.71%5.92%
1991
35.06%40.07%
1990
-12.89%-3.78%
1989
20.59%27.76%
1988
19.38%12.55%
1987
1.31%1.56%
1986
12.32%14.05%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202413.72%N/AN/AN/A
202313.11%12.08%-3.06%13.48%
2022-8.23%-19.96%-3.82%0.51%
20213.81%11.51%-0.19%13.10%
2020-16.07%27.20%9.96%9.82%
201914.33%3.33%1.15%10.03%
20180.79%3.97%7.11%-17.32%
20177.94%5.75%7.14%7.48%
2016-0.81%-0.76%5.57%0.31%
20153.98%0.78%-4.54%7.59%
20140.62%5.26%3.18%4.56%
20137.95%1.07%7.43%11.32%
201217.38%-5.41%8.52%-0.52%
20113.40%0.31%-15.47%9.31%
20102.06%-11.20%12.13%9.02%
20093.81%22.13%11.87%9.14%
2008-11.89%7.70%-14.40%-33.06%
20071.25%8.91%4.28%-1.40%
20065.34%-1.79%2.25%5.36%
2005-7.07%3.37%4.89%4.40%
20040.86%0.17%-1.58%13.24%
2003-3.76%18.63%-0.14%11.09%
2002-3.17%-16.98%-12.87%7.94%
2001-7.68%12.46%-24.57%17.30%
20002.47%-6.70%3.01%-7.14%
19992.88%10.84%-3.33%27.36%
199816.24%4.50%-9.90%22.61%
19970.20%17.97%8.11%11.68%
19966.65%5.07%1.48%4.55%
19955.49%4.57%6.45%2.42%
1994-5.77%1.05%4.45%-1.85%
19933.09%2.16%6.95%5.14%
1992-0.72%-2.67%2.30%10.98%
199111.41%0.17%8.26%11.79%
1990-5.39%1.87%-15.51%6.97%
19898.92%10.52%4.94%-4.54%
19888.23%4.28%3.10%2.60%
198716.13%1.35%0.31%-14.19%
198613.35%6.07%-10.25%4.09%

Rank In Category (By Total Return)

YTD23
1-Month27
3-Month24
1-Year21
3-Year11
5-Year20

Load Adjusted Returns

1-Year29.35%
3-Year8.97%
5-Year16.68%
10-Year13.72%