Home
Mail
News
Sports
Finance
Celebrity
Style
Movies
Weather
Mobile
Yahoo
Mail
News
Taxes
Watchlists
My Portfolio
My Screeners
Market Data
Industry News
Real Estate
Technology
Currency Converter
Canada markets closed
S&P/TSX
21,554.86
-26.49
(-0.12%)
S&P 500
5,464.74
-8.43
(-0.15%)
DOW
39,150.63
+15.87
(+0.04%)
CAD/USD
0.7301
-0.0005
(-0.07%)
CRUDE OIL
80.60
-0.69
(-0.85%)
Bitcoin CAD
87,869.84
-1,067.43
(-1.20%)
MARKETS LIVE BLOG
STOCKS LITTLE CHANGED AS NVIDIA, AI RALLY SHOWS SIGNS OF FATIGUE
Tesla tells judge that shareholder vote should reverse Musk pay ruling
Carillon ClariVest Capital Apprec Y (HRCYX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
55.13
+0.63
(+1.16%)
At close: 09:00PM EDT
Summary
Chart
Conversations
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance Overview
Morningstar Return Rating
N/A1
Year-to-Date Return
12.44%
5-Year Average Return
17.63%
Number of Years Up
4
Number of Years Down
2
Best 1 Yr Total Return (Mar 7, 2024)
39.47%
Worst 1 Yr Total Return (Mar 7, 2024)
N/A
Best 3-Yr Total Return
39.47%
Worst 3-Yr Total Return
6.14%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
Return
HRCYX
Category
YTD
11.16%
12.38%
1-Month
7.39%
5.09%
3-Month
15.65%
10.28%
1-Year
44.33%
41.70%
3-Year
12.58%
22.56%
5-Year
16.98%
21.98%
10-Year
14.11%
15.99%
Last Bull Market
27.69%
25.99%
Last Bear Market
-19.97%
-17.29%
Annual Total Return (%) History
Year
HRCYX
Category
2023
39.47%
N/A
2022
-29.00%
N/A
2021
30.66%
N/A
2020
28.91%
35.86%
2019
31.50%
31.90%
2018
-7.21%
-2.09%
Past Quarterly Returns (%)
Year
Q1
Q2
Q3
Q4
2023
13.11%
12.09%
-3.05%
13.47%
2022
-8.23%
-19.97%
-3.81%
0.50%
2021
3.79%
11.52%
-0.19%
13.09%
2020
-16.09%
27.22%
9.97%
9.82%
2019
14.34%
3.32%
1.16%
10.02%
2018
0.77%
3.97%
7.12%
-17.33%
Rank In Category (By Total Return)
YTD
31
1-Month
37
3-Month
41
1-Year
42
3-Year
9
5-Year
22
Load Adjusted Returns
1-Year
44.33%
3-Year
12.58%
5-Year
16.98%
10-Year
14.11%
Data Disclaimer
Help
Suggestions
Terms
and
Privacy Policy
Privacy Dashboard
About Our Ads
© 2024 Yahoo. All rights reserved.