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Carillon ClariVest Capital Apprec R6 (HRCUX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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53.02+0.63 (+1.20%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.58%
5-year average return15.35%
Number of years up6
Number of years down2
Best 1-yr total return (29 Apr 2024)40.06%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return40.06%
Worst 3-yr total return6.69%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHRCUXCategory
YTD13.85%12.38%
1-month2.36%5.09%
3-month13.85%10.28%
1-year40.80%41.70%
3-year12.92%22.56%
5-year17.46%21.98%
10-year14.94%15.99%
Last bull market40.81%25.99%
Last bear market-19.62%-17.29%

Annual total return (%) history

Year
HRCUXCategory
2024
N/AN/A
2023
40.06%N/A
2022
-28.50%N/A
2021
31.18%N/A
2020
29.46%35.86%
2019
32.15%31.90%
2018
-6.83%-2.09%
2017
31.94%27.67%
2016
4.64%3.23%
2015
N/A3.60%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202413.85%N/AN/AN/A
202313.25%12.20%-2.95%13.58%
2022-8.15%-19.62%-3.72%0.60%
20213.89%11.63%-0.08%13.21%
2020-16.00%27.34%10.08%9.95%
201914.45%3.42%1.26%10.26%
20180.87%4.06%7.24%-17.23%
20178.04%5.86%7.23%7.58%
2016-0.75%-0.65%5.66%0.43%
20157.73%N/AN/AN/A

Rank in category (by total return)

YTD27
1-month36
3-month27
1-year32
3-year5
5-year17

Load adjusted returns

1-year34.11%
3-year11.10%
5-year16.32%
10-year14.38%