HRAUX vs. VIIIX
Compare and contrast key facts about Carillon Eagle Mid Cap Growth Fund Class R6 (HRAUX) and Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX).
VIIIX is managed by Vanguard. It was launched on Jul 7, 1997.
Performance
HRAUX vs. VIIIX - Performance Comparison
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HRAUX vs. VIIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% | -6.07% | 30.44% |
VIIIX Vanguard Institutional Index Fund Institutional Plus Shares | -7.06% | 17.87% | 26.29% | 25.79% | -18.14% | 28.69% | 18.41% | 31.48% | -4.41% | 21.82% |
Returns By Period
In the year-to-date period, HRAUX achieves a -7.65% return, which is significantly lower than VIIIX's -7.06% return. Over the past 10 years, HRAUX has underperformed VIIIX with an annualized return of 10.80%, while VIIIX has yielded a comparatively higher 13.82% annualized 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%
VIIIX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.06%
- 6M
- -4.59%
- 1Y
- 14.44%
- 3Y*
- 17.57%
- 5Y*
- 11.54%
- 10Y*
- 13.82%
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HRAUX vs. VIIIX - Expense Ratio Comparison
HRAUX has a 0.66% expense ratio, which is higher than VIIIX's 0.02% expense ratio.
Return for Risk
HRAUX vs. VIIIX — Risk / Return Rank
HRAUX
VIIIX
HRAUX vs. VIIIX - 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 Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX). 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 | VIIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.28 | 0.84 | -0.56 |
Sortino ratioReturn per unit of downside risk | 0.57 | 1.30 | -0.73 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.20 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.30 | 1.06 | -0.75 |
Martin ratioReturn relative to average drawdown | 1.09 | 5.14 | -4.05 |
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 | VIIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.28 | 0.84 | -0.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | 0.69 | -0.59 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.77 | -0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.46 | +0.09 |
Correlation
The correlation between HRAUX and VIIIX is 0.88, 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
HRAUX vs. VIIIX - Dividend Comparison
HRAUX's dividend yield for the trailing twelve months is around 15.00%, more than VIIIX's 2.90% 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% |
VIIIX Vanguard Institutional Index Fund Institutional Plus Shares | 2.90% | 2.11% | 3.66% | 2.66% | 3.39% | 4.79% | 3.07% | 2.86% | 2.45% | 1.84% | 2.38% | 2.47% |
Drawdowns
HRAUX vs. VIIIX - Drawdown Comparison
The maximum HRAUX drawdown since its inception was -37.03%, smaller than the maximum VIIIX drawdown of -55.18%. Use the drawdown chart below to compare losses from any high point for HRAUX and VIIIX.
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Drawdown Indicators
| HRAUX | VIIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.03% | -55.18% | +18.15% |
Max Drawdown (1Y)Largest decline over 1 year | -14.11% | -12.12% | -1.99% |
Max Drawdown (5Y)Largest decline over 5 years | -34.20% | -24.50% | -9.70% |
Max Drawdown (10Y)Largest decline over 10 years | -37.03% | -33.79% | -3.24% |
Current DrawdownCurrent decline from peak | -12.39% | -8.90% | -3.49% |
Average DrawdownAverage peak-to-trough decline | -7.31% | -10.07% | +2.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.93% | 2.49% | +1.44% |
Volatility
HRAUX vs. VIIIX - Volatility Comparison
Carillon Eagle Mid Cap Growth Fund Class R6 (HRAUX) has a higher volatility of 6.12% compared to Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) at 4.24%. This indicates that HRAUX's price experiences larger fluctuations and is considered to be riskier than VIIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HRAUX | VIIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.12% | 4.24% | +1.88% |
Volatility (6M)Calculated over the trailing 6-month period | 13.13% | 9.08% | +4.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.37% | 18.13% | +5.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.85% | 16.85% | +5.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.76% | 18.02% | +3.74% |