HAGAX vs. FATIX
Compare and contrast key facts about Carillon Eagle Mid Cap Growth Fund (HAGAX) and Fidelity Advisor Technology Fund Class I (FATIX).
HAGAX is managed by Carillon Family of Funds. It was launched on Aug 20, 1998. FATIX is managed by Fidelity. It was launched on Sep 3, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HAGAX or FATIX.
Key characteristics
| HAGAX | FATIX | |
|---|---|---|
| YTD Return | 17.58% | 34.63% |
| 1Y Return | 20.87% | 45.06% |
| 3Y Return (Ann) | -7.80% | 5.19% |
| 5Y Return (Ann) | 5.41% | 18.73% |
| 10Y Return (Ann) | 7.22% | 15.42% |
| Sharpe Ratio | 1.03 | 1.89 |
| Sortino Ratio | 1.37 | 2.46 |
| Omega Ratio | 1.21 | 1.33 |
| Calmar Ratio | 0.54 | 2.05 |
| Martin Ratio | 3.36 | 8.95 |
| Ulcer Index | 5.85% | 4.92% |
| Daily Std Dev | 19.00% | 23.37% |
| Max Drawdown | -58.41% | -82.31% |
| Current Drawdown | -21.82% | -0.50% |
Correlation
The correlation between HAGAX and FATIX is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
HAGAX vs. FATIX - Performance Comparison
In the year-to-date period, HAGAX achieves a 17.58% return, which is significantly lower than FATIX's 34.63% return. Over the past 10 years, HAGAX has underperformed FATIX with an annualized return of 7.22%, while FATIX has yielded a comparatively higher 15.42% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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HAGAX vs. FATIX - Expense Ratio Comparison
HAGAX has a 1.03% expense ratio, which is higher than FATIX's 0.71% expense ratio.
Risk-Adjusted Performance
HAGAX vs. FATIX - Risk-Adjusted Performance Comparison
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.
Dividends
HAGAX vs. FATIX - Dividend Comparison
Neither HAGAX nor FATIX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HAGAX Carillon Eagle Mid Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 10.30% | 0.00% |
FATIX Fidelity Advisor Technology Fund Class I | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.01% | 0.00% | 0.00% | 4.46% | 8.68% | 1.26% |
Drawdowns
HAGAX vs. FATIX - Drawdown Comparison
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.
Volatility
HAGAX vs. FATIX - Volatility Comparison
The current volatility for Carillon Eagle Mid Cap Growth Fund (HAGAX) is 5.41%, while Fidelity Advisor Technology Fund Class I (FATIX) has a volatility of 6.30%. 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.