HAGAX vs. FATIX

In the year-to-date period, HAGAX achieves a -2.71% return, which is significantly higher than FATIX's -10.02% return. Over the past 10 years, HAGAX has underperformed FATIX with an annualized return of 9.67%, while FATIX has yielded a comparatively higher 12.58% 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 0.15, which is higher than the FATIX Sharpe Ratio of 0.05. 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.

HAGAX's dividend yield for the trailing twelve months is around 13.36%, while FATIX has not 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.

The current volatility for Carillon Eagle Mid Cap Growth Fund (HAGAX) is 8.21%, while Fidelity Advisor Technology Fund Class I (FATIX) has a volatility of 10.21%. This indicates that HAGAX experiences smaller price fluctuations and is considered to be less risky than FATIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.