HAGAX vs. HRCVX
HAGAX (Carillon Eagle Mid Cap Growth Fund) and HRCVX (Carillon Eagle Growth & Income Fund) are both mutual funds - HAGAX is a Mid Cap Growth Equities fund managed by Carillon Family of Funds, while HRCVX is a Large Cap Value Equities fund managed by Carillon Family of Funds. Over the past 10 years, HAGAX returned 10.98%/yr vs 10.77%/yr for HRCVX. Their 0.79 correlation means they have sometimes moved together and sometimes differently. HAGAX charges 1.03%/yr vs 0.96%/yr for HRCVX.
Performance
HAGAX vs. HRCVX - Performance Comparison
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Returns By Period
In the year-to-date period, HAGAX achieves a 5.06% return, which is significantly lower than HRCVX's 10.89% return. Both investments have delivered pretty close results over the past 10 years, with HAGAX having a 10.98% annualized return and HRCVX not far behind at 10.77%.
HAGAX
- 1D
- 1.37%
- 1M
- -3.38%
- 6M
- 4.61%
- YTD
- 5.06%
- 1Y
- 3.66%
- 3Y*
- 8.68%
- 5Y*
- 1.88%
- 10Y*
- 10.98%
- ALL TIME*
- 10.23%
HRCVX
- 1D
- 1.25%
- 1M
- 0.96%
- 6M
- 7.04%
- YTD
- 10.89%
- 1Y
- 18.45%
- 3Y*
- 14.17%
- 5Y*
- 9.21%
- 10Y*
- 10.77%
- ALL TIME*
- 8.53%
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 |
HAGAX vs. HRCVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HAGAX Carillon Eagle Mid Cap Growth Fund | 5.06% | 4.50% | 12.64% | 19.76% | -25.85% | 11.19% | 39.79% | 34.50% | -6.45% | 29.90% |
HRCVX Carillon Eagle Growth & Income Fund | 10.89% | 12.69% | 15.43% | 9.32% | -9.97% | 27.28% | 6.30% | 22.16% | -1.95% | 20.13% |
Correlation
The correlation between HAGAX and HRCVX is 0.67, 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. | 0.67 |
Correlation (3Y) Balances recent behavior with more history. | 0.75 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.78 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.76 |
Correlation (All Time) Calculated using the full available price history since Aug 20, 1998 | 0.79 |
The correlation between HAGAX and HRCVX shifts across timeframes, from 0.67 (1 year) to 0.79 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
HAGAX vs. HRCVX — Risk / Return Rank
HAGAX
HRCVX
HAGAX vs. HRCVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Carillon Eagle Mid Cap Growth Fund (HAGAX) and Carillon Eagle Growth & Income Fund (HRCVX). 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.
| HAGAX | HRCVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.48 | ||
| Sortino ratioReturn per unit of downside risk | -2.01 | ||
| Omega ratioGain probability vs. loss probability | 1.02 | 1.28 | -0.25 |
| Calmar ratioReturn relative to maximum drawdown | 0.09 | 2.29 | -2.20 |
| Martin ratioReturn relative to average drawdown | 0.28 | 9.12 | -8.84 |
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Drawdowns
HAGAX vs. HRCVX - Drawdown Comparison
The maximum HAGAX drawdown since its inception was -52.32%, roughly equal to the maximum HRCVX drawdown of -52.16%. Use the drawdown chart below to compare losses from any high point for HAGAX and HRCVX.
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Drawdown Indicators
| HAGAX | HRCVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.32% | -52.16% | -0.16% |
Max Drawdown (1Y)Largest decline over 1 year | -12.53% | -7.12% | -5.41% |
Max Drawdown (3Y)Largest decline over 3 years | -26.77% | -16.04% | -10.73% |
Max Drawdown (5Y)Largest decline over 5 years | -34.36% | -20.00% | -14.36% |
Max Drawdown (10Y)Largest decline over 10 years | -37.05% | -33.93% | -3.12% |
Current DrawdownCurrent decline from peak | -5.46% | -0.09% | -5.37% |
Average DrawdownAverage peak-to-trough decline | -12.58% | -6.58% | -6.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.93% | 1.79% | +2.14% |
Volatility
HAGAX vs. HRCVX - Volatility Comparison
Carillon Eagle Mid Cap Growth Fund (HAGAX) has a higher volatility of 4.17% compared to Carillon Eagle Growth & Income Fund (HRCVX) at 2.76%. This indicates that HAGAX's price experiences larger fluctuations and is considered to be riskier than HRCVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HAGAX | HRCVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.17% | 2.76% | +1.41% |
Volatility (6M)Calculated over the trailing 6-month period | 14.40% | 7.94% | +6.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.91% | 10.56% | +7.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.06% | 14.04% | +8.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.84% | 15.85% | +5.99% |
HAGAX vs. HRCVX - Expense Ratio Comparison
HAGAX has a 1.03% expense ratio, which is higher than HRCVX's 0.96% expense ratio.
Dividends
HAGAX vs. HRCVX - Dividend Comparison
HAGAX's dividend yield for the trailing twelve months is around 13.19%, less than HRCVX's 17.85% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HAGAX Carillon Eagle Mid Cap Growth Fund | 13.19% | 13.86% | 13.00% | 11.74% | 1.41% | 10.82% | 2.26% | 2.19% | 5.95% | 2.69% | 0.00% | 1.67% |
HRCVX Carillon Eagle Growth & Income Fund | 17.85% | 19.67% | 17.03% | 13.29% | 7.37% | 9.36% | 4.99% | 4.81% | 10.18% | 4.01% | 6.56% | 1.67% |
Frequently Asked Questions
HAGAX and HRCVX have a correlation of 0.67, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HAGAX has higher volatility (4.17%) compared to HRCVX (2.76%). In terms of maximum drawdown, HAGAX dropped -52.32% vs HRCVX's -52.16%.
HRCVX currently has the higher Sharpe Ratio (1.54 vs 0.06), 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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