HRAUX vs. RIPIX
Compare and contrast key facts about Carillon Eagle Mid Cap Growth Fund Class R6 (HRAUX) and Royce International Premier Fund Institutional Class (RIPIX).
RIPIX is managed by Royce Investment Partners.
Performance
HRAUX vs. RIPIX - Performance Comparison
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HRAUX vs. RIPIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
HRAUX Carillon Eagle Mid Cap Growth Fund Class R6 | -7.65% | 4.92% | 13.09% | 20.25% | -25.56% | 11.64% | 40.35% | 35.04% | -12.68% |
RIPIX Royce International Premier Fund Institutional Class | -9.90% | 9.89% | -7.04% | 8.14% | -26.99% | 6.22% | 16.11% | 34.69% | -12.52% |
Returns By Period
In the year-to-date period, HRAUX achieves a -7.65% return, which is significantly higher than RIPIX's -9.90% return.
HRAUX
- 1D
- -1.10%
- 1M
- -9.24%
- YTD
- -7.65%
- 6M
- -10.42%
- 1Y
- 6.77%
- 3Y*
- 7.27%
- 5Y*
- 2.06%
- 10Y*
- 10.80%
RIPIX
- 1D
- -0.44%
- 1M
- -10.68%
- YTD
- -9.90%
- 6M
- -12.89%
- 1Y
- -0.99%
- 3Y*
- -2.49%
- 5Y*
- -4.59%
- 10Y*
- —
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HRAUX vs. RIPIX - Expense Ratio Comparison
HRAUX has a 0.66% expense ratio, which is lower than RIPIX's 1.04% expense ratio.
Return for Risk
HRAUX vs. RIPIX — Risk / Return Rank
HRAUX
RIPIX
HRAUX vs. RIPIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Carillon Eagle Mid Cap Growth Fund Class R6 (HRAUX) and Royce International Premier Fund Institutional Class (RIPIX). 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.
| HRAUX | RIPIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.28 | -0.14 | +0.42 |
Sortino ratioReturn per unit of downside risk | 0.57 | -0.09 | +0.65 |
Omega ratioGain probability vs. loss probability | 1.08 | 0.99 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.30 | -0.19 | +0.49 |
Martin ratioReturn relative to average drawdown | 1.09 | -0.51 | +1.60 |
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
| HRAUX | RIPIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.28 | -0.14 | +0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | -0.30 | +0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.04 | +0.51 |
Correlation
The correlation between HRAUX and RIPIX is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
HRAUX vs. RIPIX - Dividend Comparison
HRAUX's dividend yield for the trailing twelve months is around 15.00%, more than RIPIX's 1.62% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HRAUX Carillon Eagle Mid Cap Growth Fund Class R6 | 15.00% | 13.86% | 13.00% | 11.74% | 1.28% | 9.91% | 2.10% | 2.04% | 5.57% | 2.54% | 0.04% | 1.59% |
RIPIX Royce International Premier Fund Institutional Class | 1.62% | 1.46% | 5.66% | 3.09% | 3.87% | 5.02% | 0.36% | 0.58% | 0.54% | 0.00% | 0.00% | 0.00% |
Drawdowns
HRAUX vs. RIPIX - Drawdown Comparison
The maximum HRAUX drawdown since its inception was -37.03%, smaller than the maximum RIPIX drawdown of -41.89%. Use the drawdown chart below to compare losses from any high point for HRAUX and RIPIX.
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Drawdown Indicators
| HRAUX | RIPIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.03% | -41.89% | +4.86% |
Max Drawdown (1Y)Largest decline over 1 year | -14.11% | -16.38% | +2.27% |
Max Drawdown (5Y)Largest decline over 5 years | -34.20% | -41.89% | +7.69% |
Max Drawdown (10Y)Largest decline over 10 years | -37.03% | — | — |
Current DrawdownCurrent decline from peak | -12.39% | -33.58% | +21.19% |
Average DrawdownAverage peak-to-trough decline | -7.31% | -17.83% | +10.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.93% | 6.03% | -2.10% |
Volatility
HRAUX vs. RIPIX - Volatility Comparison
Carillon Eagle Mid Cap Growth Fund Class R6 (HRAUX) has a higher volatility of 6.12% compared to Royce International Premier Fund Institutional Class (RIPIX) at 5.45%. This indicates that HRAUX's price experiences larger fluctuations and is considered to be riskier than RIPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HRAUX | RIPIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.12% | 5.45% | +0.67% |
Volatility (6M)Calculated over the trailing 6-month period | 13.13% | 9.22% | +3.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.37% | 13.61% | +9.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.85% | 15.26% | +6.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.76% | 16.14% | +5.62% |