BERCX vs. HRSCX
BERCX (Chartwell Mid Cap Value Fund) and HRSCX (Carillon Eagle Small Cap Growth Fund) are both mutual funds - BERCX is a Mid Cap Value Equities fund managed by Carillon Family of Funds, while HRSCX is a Small Cap Growth Equities fund managed by Carillon Family of Funds. Over the past 10 years, BERCX returned 8.59%/yr vs 8.58%/yr for HRSCX. Their 0.79 correlation means they have sometimes moved together and sometimes differently. BERCX charges 0.90%/yr vs 1.06%/yr for HRSCX.
Performance
BERCX vs. HRSCX - Performance Comparison
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Returns By Period
In the year-to-date period, BERCX achieves a 13.20% return, which is significantly lower than HRSCX's 16.43% return. Both investments have delivered pretty close results over the past 10 years, with BERCX having a 8.59% annualized return and HRSCX not far behind at 8.58%.
BERCX
- 1D
- 0.11%
- 1M
- 0.80%
- 6M
- 7.77%
- YTD
- 13.20%
- 1Y
- 22.72%
- 3Y*
- 12.03%
- 5Y*
- 7.95%
- 10Y*
- 8.59%
- ALL TIME*
- 7.36%
HRSCX
- 1D
- 2.94%
- 1M
- -5.55%
- 6M
- 11.71%
- YTD
- 16.43%
- 1Y
- 28.16%
- 3Y*
- 14.24%
- 5Y*
- 3.24%
- 10Y*
- 8.58%
- ALL TIME*
- 8.94%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
BERCX vs. HRSCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BERCX Chartwell Mid Cap Value Fund | 13.20% | 11.77% | 11.35% | 6.93% | -11.61% | 27.30% | -3.83% | 23.31% | -10.92% | 16.98% |
HRSCX Carillon Eagle Small Cap Growth Fund | 16.43% | 11.26% | 12.85% | 14.06% | -27.67% | 0.80% | 37.26% | 25.40% | -10.92% | 22.88% |
Correlation
The correlation between BERCX and HRSCX is 0.73, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.73 |
Correlation (3Y) Balances recent behavior with more history. | 0.76 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.78 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.74 |
Correlation (All Time) Calculated using the full available price history since May 13, 2002 | 0.79 |
The correlation between BERCX and HRSCX has been stable across timeframes, ranging from 0.73 to 0.79 - a consistent structural relationship.
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Return for Risk
BERCX vs. HRSCX — Risk / Return Rank
BERCX
HRSCX
BERCX vs. HRSCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Chartwell Mid Cap Value Fund (BERCX) and Carillon Eagle Small Cap Growth Fund (HRSCX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BERCX | HRSCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.01 | ||
| Sortino ratioReturn per unit of downside risk | +0.07 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.21 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.72 | 2.10 | -0.39 |
| Martin ratioReturn relative to average drawdown | 5.84 | 7.46 | -1.63 |
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Drawdowns
BERCX vs. HRSCX - Drawdown Comparison
The maximum BERCX drawdown since its inception was -52.71%, smaller than the maximum HRSCX drawdown of -55.68%. Use the drawdown chart below to compare losses from any high point for BERCX and HRSCX.
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Drawdown Indicators
| BERCX | HRSCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.71% | -55.68% | +2.97% |
Max Drawdown (1Y)Largest decline over 1 year | -11.45% | -12.15% | +0.70% |
Max Drawdown (3Y)Largest decline over 3 years | -19.57% | -28.37% | +8.80% |
Max Drawdown (5Y)Largest decline over 5 years | -22.04% | -38.22% | +16.18% |
Max Drawdown (10Y)Largest decline over 10 years | -42.41% | -38.32% | -4.09% |
Current DrawdownCurrent decline from peak | -0.74% | -7.99% | +7.25% |
Average DrawdownAverage peak-to-trough decline | -7.49% | -11.46% | +3.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.38% | 3.42% | -0.04% |
Volatility
BERCX vs. HRSCX - Volatility Comparison
The current volatility for Chartwell Mid Cap Value Fund (BERCX) is 3.95%, while Carillon Eagle Small Cap Growth Fund (HRSCX) has a volatility of 6.33%. This indicates that BERCX experiences smaller price fluctuations and is considered to be less risky than HRSCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BERCX | HRSCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.95% | 6.33% | -2.38% |
Volatility (6M)Calculated over the trailing 6-month period | 12.17% | 17.12% | -4.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.55% | 21.34% | -4.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.33% | 23.82% | -6.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.14% | 24.05% | -4.91% |
BERCX vs. HRSCX - Expense Ratio Comparison
BERCX has a 0.90% expense ratio, which is lower than HRSCX's 1.06% expense ratio.
Dividends
BERCX vs. HRSCX - Dividend Comparison
BERCX's dividend yield for the trailing twelve months is around 11.23%, more than HRSCX's 7.23% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BERCX Chartwell Mid Cap Value Fund | 11.23% | 12.71% | 13.39% | 3.20% | 1.12% | 0.60% | 1.12% | 2.08% | 8.03% | 23.00% | 3.32% | 0.92% |
HRSCX Carillon Eagle Small Cap Growth Fund | 7.23% | 8.42% | 22.56% | 9.37% | 38.95% | 40.00% | 18.51% | 6.62% | 26.17% | 8.10% | 0.06% | 7.03% |
Frequently Asked Questions
BERCX and HRSCX have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HRSCX has higher volatility (6.33%) compared to BERCX (3.95%). In terms of maximum drawdown, BERCX dropped -52.71% vs HRSCX's -55.68%.
HRSCX currently has the higher Sharpe Ratio (1.20 vs 1.19), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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