UK markets closed

Carillon ClariVest Capital Apprec R5 (HRCMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
55.61+0.64 (+1.16%)
At close: 09:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.50%
5-year average return17.99%
Number of years up13
Number of years down4
Best 1-yr total return (7 Mar 2024)55.48%
Worst 1-yr total return (7 Mar 2024)N/A
Best 3-yr total return55.48%
Worst 3-yr total return6.47%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHRCMXCategory
YTD11.21%12.38%
1-month7.43%5.09%
3-month15.73%10.28%
1-year44.79%41.70%
3-year12.93%22.56%
5-year17.34%21.98%
10-year14.45%15.99%
Last bull market27.82%25.99%
Last bear market-19.92%-17.29%

Annual total return (%) history

Year
HRCMXCategory
2023
39.90%N/A
2022
-28.77%N/A
2021
31.06%N/A
2020
29.29%35.86%
2019
31.87%31.90%
2018
-6.92%-2.09%
2017
31.88%27.67%
2016
4.56%3.23%
2015
7.90%3.60%
2014
14.55%10.00%
2013
30.93%33.92%
2012
20.15%15.34%
2011
-3.84%-2.46%
2010
11.24%15.53%
2009
55.48%35.68%
2008
-45.43%-40.67%
2007
13.79%13.35%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202313.23%12.15%-2.99%13.57%
2022-8.16%-19.92%-3.72%0.58%
20213.87%11.61%-0.10%13.16%
2020-16.03%27.30%10.06%9.90%
201914.39%3.41%1.26%10.10%
20180.84%4.04%7.18%-17.23%
20178.01%5.87%7.23%7.57%
2016-0.75%-0.67%5.67%0.37%
20154.04%0.85%-4.52%7.70%
20140.68%5.33%3.24%4.62%
20138.07%1.14%7.53%11.41%
201217.47%-5.33%8.56%-0.47%
20113.49%0.37%-15.36%9.37%
20102.15%-11.12%12.30%9.10%
20093.96%22.26%12.03%9.20%
2008-11.80%7.76%-14.30%-33.01%
20071.34%9.05%4.33%-1.31%

Rank in category (by total return)

YTD31
1-month35
3-month40
1-year41
3-year6
5-year18

Load adjusted returns

1-year44.79%
3-year12.93%
5-year17.34%
10-year14.45%