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Carillon ClariVest Capital Apprec Y (HRCYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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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 (7 Mar 2024)39.47%
Worst 1-yr total return (7 Mar 2024)N/A
Best 3-yr total return39.47%
Worst 3-yr total return6.14%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
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%