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HAGAX vs. RGAGX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between HAGAX and RGAGX is 1.00, 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. RGAGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Carillon Eagle Mid Cap Growth Fund (HAGAX) and American Funds The Growth Fund of America Class R-6 (RGAGX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

HAGAX:

19.87%

RGAGX:

24.91%

Max Drawdown

HAGAX:

-1.04%

RGAGX:

-41.74%

Current Drawdown

HAGAX:

-0.06%

RGAGX:

-14.22%

Returns By Period


HAGAX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

RGAGX

YTD

-2.44%

1M

8.04%

6M

-10.86%

1Y

3.49%

5Y*

8.44%

10Y*

5.62%

*Annualized

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HAGAX vs. RGAGX - Expense Ratio Comparison

HAGAX has a 1.03% expense ratio, which is higher than RGAGX's 0.30% expense ratio.


Risk-Adjusted Performance

HAGAX vs. RGAGX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HAGAX
The Risk-Adjusted Performance Rank of HAGAX is 3535
Overall Rank
The Sharpe Ratio Rank of HAGAX is 3333
Sharpe Ratio Rank
The Sortino Ratio Rank of HAGAX is 3636
Sortino Ratio Rank
The Omega Ratio Rank of HAGAX is 3535
Omega Ratio Rank
The Calmar Ratio Rank of HAGAX is 3535
Calmar Ratio Rank
The Martin Ratio Rank of HAGAX is 3333
Martin Ratio Rank

RGAGX
The Risk-Adjusted Performance Rank of RGAGX is 3131
Overall Rank
The Sharpe Ratio Rank of RGAGX is 2929
Sharpe Ratio Rank
The Sortino Ratio Rank of RGAGX is 3030
Sortino Ratio Rank
The Omega Ratio Rank of RGAGX is 3232
Omega Ratio Rank
The Calmar Ratio Rank of RGAGX is 3737
Calmar Ratio Rank
The Martin Ratio Rank of RGAGX is 2828
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

HAGAX vs. RGAGX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Carillon Eagle Mid Cap Growth Fund (HAGAX) and American Funds The Growth Fund of America Class R-6 (RGAGX). 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.



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Dividends

HAGAX vs. RGAGX - Dividend Comparison

HAGAX has not paid dividends to shareholders, while RGAGX's dividend yield for the trailing twelve months is around 0.75%.


TTM20242023202220212020201920182017201620152014
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%0.00%0.00%
RGAGX
American Funds The Growth Fund of America Class R-6
0.75%0.73%0.89%0.72%0.40%0.53%1.26%1.09%0.82%0.93%1.00%10.99%

Drawdowns

HAGAX vs. RGAGX - Drawdown Comparison

The maximum HAGAX drawdown since its inception was -1.04%, smaller than the maximum RGAGX drawdown of -41.74%. Use the drawdown chart below to compare losses from any high point for HAGAX and RGAGX. For additional features, visit the drawdowns tool.


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Volatility

HAGAX vs. RGAGX - Volatility Comparison


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