Canada markets closed

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

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return12.44%
5-Year Average Return17.63%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (Mar 7, 2024)39.47%
Worst 1 Yr Total Return (Mar 7, 2024)N/A
Best 3-Yr Total Return39.47%
Worst 3-Yr Total Return6.14%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnHRCYXCategory
YTD11.16%12.38%
1-Month7.39%5.09%
3-Month15.65%10.28%
1-Year44.33%41.70%
3-Year12.58%22.56%
5-Year16.98%21.98%
10-Year14.11%15.99%
Last Bull Market27.69%25.99%
Last Bear Market-19.97%-17.29%

Annual Total Return (%) History

Year
HRCYXCategory
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 (%)

YearQ1Q2Q3Q4
202313.11%12.09%-3.05%13.47%
2022-8.23%-19.97%-3.81%0.50%
20213.79%11.52%-0.19%13.09%
2020-16.09%27.22%9.97%9.82%
201914.34%3.32%1.16%10.02%
20180.77%3.97%7.12%-17.33%

Rank In Category (By Total Return)

YTD31
1-Month37
3-Month41
1-Year42
3-Year9
5-Year22

Load Adjusted Returns

1-Year44.33%
3-Year12.58%
5-Year16.98%
10-Year14.11%