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Carillon ClariVest Capital Apprec R6 (HRCUX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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54.78+0.84 (+1.56%)
At close: 08:05AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return13.04%
5-Year Average Return16.35%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (May 5, 2024)40.06%
Worst 1 Yr Total Return (May 5, 2024)N/A
Best 3-Yr Total Return40.06%
Worst 3-Yr Total Return6.69%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnHRCUXCategory
YTD8.58%12.38%
1-Month-4.62%5.09%
3-Month4.86%10.28%
1-Year34.57%41.70%
3-Year9.07%22.56%
5-Year15.35%21.98%
10-Year14.48%15.99%
Last Bull Market30.87%25.99%
Last Bear Market-19.62%-17.29%

Annual Total Return (%) History

Year
HRCUXCategory
2024
N/AN/A
2023
40.06%N/A
2022
-28.50%N/A
2021
31.18%N/A
2020
29.46%35.86%
2019
32.15%31.90%
2018
-6.83%-2.09%
2017
31.94%27.67%
2016
4.64%3.23%
2015
N/A3.60%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202413.85%N/AN/AN/A
202313.25%12.20%-2.95%13.58%
2022-8.15%-19.62%-3.72%0.60%
20213.89%11.63%-0.08%13.21%
2020-16.00%27.34%10.08%9.95%
201914.45%3.42%1.26%10.26%
20180.87%4.06%7.24%-17.23%
20178.04%5.86%7.23%7.58%
2016-0.75%-0.65%5.66%0.43%
20157.73%N/AN/AN/A

Rank In Category (By Total Return)

YTD24
1-Month48
3-Month29
1-Year23
3-Year5
5-Year17

Load Adjusted Returns

1-Year28.18%
3-Year7.32%
5-Year14.23%
10-Year13.92%