HAGAX vs. SWTSX
Compare and contrast key facts about Carillon Eagle Mid Cap Growth Fund (HAGAX) and Schwab Total Stock Market Index Fund (SWTSX).
HAGAX is managed by Carillon Family of Funds. It was launched on Aug 20, 1998. SWTSX is managed by Charles Schwab. It was launched on Jun 1, 1999.
Performance
HAGAX vs. SWTSX - Performance Comparison
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HAGAX vs. SWTSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HAGAX Carillon Eagle Mid Cap Growth Fund | -7.73% | 4.50% | 12.64% | 19.76% | -25.85% | 11.19% | 39.79% | 34.50% | -6.45% | 29.90% |
SWTSX Schwab Total Stock Market Index Fund | -6.77% | 17.04% | 23.84% | 26.05% | -19.54% | 25.65% | 20.71% | 30.90% | -5.35% | 21.08% |
Returns By Period
In the year-to-date period, HAGAX achieves a -7.73% return, which is significantly lower than SWTSX's -6.77% return. Over the past 10 years, HAGAX has underperformed SWTSX with an annualized return of 10.35%, while SWTSX has yielded a comparatively higher 13.21% annualized return.
HAGAX
- 1D
- -1.09%
- 1M
- -9.27%
- YTD
- -7.73%
- 6M
- -10.60%
- 1Y
- 6.34%
- 3Y*
- 6.85%
- 5Y*
- 1.65%
- 10Y*
- 10.35%
SWTSX
- 1D
- -0.46%
- 1M
- -7.67%
- YTD
- -6.77%
- 6M
- -4.59%
- 1Y
- 14.70%
- 3Y*
- 16.68%
- 5Y*
- 10.10%
- 10Y*
- 13.21%
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HAGAX vs. SWTSX - Expense Ratio Comparison
HAGAX has a 1.03% expense ratio, which is higher than SWTSX's 0.03% expense ratio.
Return for Risk
HAGAX vs. SWTSX — Risk / Return Rank
HAGAX
SWTSX
HAGAX vs. SWTSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Carillon Eagle Mid Cap Growth Fund (HAGAX) and Schwab Total Stock Market Index Fund (SWTSX). 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.
| HAGAX | SWTSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.26 | 0.83 | -0.57 |
Sortino ratioReturn per unit of downside risk | 0.54 | 1.28 | -0.74 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.19 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.27 | 1.04 | -0.77 |
Martin ratioReturn relative to average drawdown | 0.97 | 5.04 | -4.07 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HAGAX | SWTSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.26 | 0.83 | -0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.08 | 0.58 | -0.51 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.71 | -0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.40 | +0.03 |
Correlation
The correlation between HAGAX and SWTSX is 0.90, 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.
Dividends
HAGAX vs. SWTSX - Dividend Comparison
HAGAX's dividend yield for the trailing twelve months is around 15.02%, more than SWTSX's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HAGAX Carillon Eagle Mid Cap Growth Fund | 15.02% | 13.86% | 13.00% | 11.74% | 1.41% | 10.82% | 2.26% | 2.19% | 5.95% | 2.69% | 0.00% | 1.67% |
SWTSX Schwab Total Stock Market Index Fund | 1.18% | 1.10% | 1.24% | 1.41% | 1.62% | 1.46% | 1.63% | 1.92% | 2.58% | 1.83% | 2.32% | 2.79% |
Drawdowns
HAGAX vs. SWTSX - Drawdown Comparison
The maximum HAGAX drawdown since its inception was -52.32%, roughly equal to the maximum SWTSX drawdown of -54.60%. Use the drawdown chart below to compare losses from any high point for HAGAX and SWTSX.
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Drawdown Indicators
| HAGAX | SWTSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.32% | -54.60% | +2.28% |
Max Drawdown (1Y)Largest decline over 1 year | -14.11% | -12.42% | -1.69% |
Max Drawdown (5Y)Largest decline over 5 years | -34.36% | -25.40% | -8.96% |
Max Drawdown (10Y)Largest decline over 10 years | -37.05% | -35.01% | -2.04% |
Current DrawdownCurrent decline from peak | -12.53% | -8.88% | -3.65% |
Average DrawdownAverage peak-to-trough decline | -12.70% | -10.63% | -2.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.97% | 2.56% | +1.41% |
Volatility
HAGAX vs. SWTSX - Volatility Comparison
Carillon Eagle Mid Cap Growth Fund (HAGAX) has a higher volatility of 6.13% compared to Schwab Total Stock Market Index Fund (SWTSX) at 4.45%. This indicates that HAGAX's price experiences larger fluctuations and is considered to be riskier than SWTSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HAGAX | SWTSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.13% | 4.45% | +1.68% |
Volatility (6M)Calculated over the trailing 6-month period | 13.13% | 9.42% | +3.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.36% | 18.52% | +4.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.85% | 17.41% | +4.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.76% | 18.57% | +3.19% |