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Carillon ClariVest Capital Apprec I (HRCIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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60.62-0.23 (-0.38%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return22.29%
5-year average return17.92%
Number of years up13
Number of years down4
Best 1-yr total return (20 June 2024)55.31%
Worst 1-yr total return (20 June 2024)N/A
Best 3-yr total return55.31%
Worst 3-yr total return6.47%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHRCIXCategory
YTD15.29%12.38%
1-month6.23%5.09%
3-month3.70%10.28%
1-year36.21%41.70%
3-year11.08%22.56%
5-year18.17%21.98%
10-year14.62%15.99%
Last bull market30.79%25.99%
Last bear market-19.92%-17.29%

Annual total return (%) history

Year
HRCIXCategory
2024
N/AN/A
2023
39.90%N/A
2022
-28.79%N/A
2021
31.06%N/A
2020
29.31%35.86%
2019
31.87%31.90%
2018
-6.93%-2.09%
2017
31.84%27.67%
2016
4.59%3.23%
2015
7.93%3.60%
2014
14.58%10.00%
2013
30.95%33.92%
2012
20.19%15.34%
2011
-3.83%-2.46%
2010
11.22%15.53%
2009
55.31%35.68%
2008
-45.39%-40.67%
2007
13.83%13.35%
2006
N/A7.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202413.78%N/AN/AN/A
202313.21%12.16%-2.98%13.56%
2022-8.16%-19.92%-3.74%0.59%
20213.88%11.60%-0.10%13.17%
2020-16.00%27.28%10.06%9.90%
201914.40%3.42%1.23%10.11%
20180.84%4.05%7.19%-17.24%
20178.00%5.82%7.23%7.58%
2016-0.75%-0.67%5.65%0.41%
20154.06%0.85%-4.48%7.68%
20140.70%5.34%3.23%4.63%
20138.08%1.13%7.54%11.41%
201217.51%-5.35%8.58%-0.47%
20113.48%0.37%-15.36%9.40%
20102.15%-11.10%12.27%9.09%
20093.89%22.27%11.95%9.22%
2008-11.77%7.78%-14.33%-32.97%
20071.37%9.04%4.35%-1.31%
2006-1.76%2.35%5.41%N/A

Rank in category (by total return)

YTD23
1-month26
3-month24
1-year19
3-year7
5-year18

Load adjusted returns

1-year29.74%
3-year9.29%
5-year17.03%
10-year14.06%