HAGAX vs. FATIX

In the year-to-date period, HAGAX achieves a 7.16% return, which is significantly higher than FATIX's -0.77% return. Over the past 10 years, HAGAX has underperformed FATIX with an annualized return of 6.23%, while FATIX has yielded a comparatively higher 14.70% annualized return.

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HAGAX has a 1.03% expense ratio, which is higher than FATIX's 0.71% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Carillon Eagle Mid Cap Growth Fund (HAGAX) and Fidelity Advisor Technology Fund Class I (FATIX). 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.

The current HAGAX Sharpe Ratio is 0.31, which is lower than the FATIX Sharpe Ratio of 0.77. The chart below compares the historical Sharpe Ratios of HAGAX and FATIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither HAGAX nor FATIX has paid dividends to shareholders.

The maximum HAGAX drawdown since its inception was -58.41%, smaller than the maximum FATIX drawdown of -82.31%. Use the drawdown chart below to compare losses from any high point for HAGAX and FATIX. For additional features, visit the drawdowns tool.

Carillon Eagle Mid Cap Growth Fund (HAGAX) has a higher volatility of 14.22% compared to Fidelity Advisor Technology Fund Class I (FATIX) at 9.68%. This indicates that HAGAX's price experiences larger fluctuations and is considered to be riskier than FATIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.