HRCPX vs. BPTRX
Compare and contrast key facts about Carillon ClariVest Capital Appreciation Fund (HRCPX) and Baron Partners Fund (BPTRX).
HRCPX is managed by Carillon Family of Funds. It was launched on Dec 12, 1985. BPTRX is managed by Baron Capital Group, Inc.. It was launched on Apr 30, 2003.
Performance
HRCPX vs. BPTRX - Performance Comparison
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HRCPX vs. BPTRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HRCPX Carillon ClariVest Capital Appreciation Fund | -7.83% | 23.00% | 35.17% | 39.55% | -29.18% | 30.55% | 28.89% | 31.50% | -7.37% | 31.43% |
BPTRX Baron Partners Fund | -5.39% | 24.54% | 32.75% | 43.09% | -42.53% | 31.35% | 148.81% | 44.99% | -2.01% | 31.54% |
Returns By Period
In the year-to-date period, HRCPX achieves a -7.83% return, which is significantly lower than BPTRX's -5.39% return. Over the past 10 years, HRCPX has underperformed BPTRX with an annualized return of 15.59%, while BPTRX has yielded a comparatively higher 23.66% annualized return.
HRCPX
- 1D
- 3.80%
- 1M
- -4.91%
- YTD
- -7.83%
- 6M
- -5.41%
- 1Y
- 24.05%
- 3Y*
- 23.65%
- 5Y*
- 13.38%
- 10Y*
- 15.59%
BPTRX
- 1D
- 2.10%
- 1M
- -5.26%
- YTD
- -5.39%
- 6M
- 11.85%
- 1Y
- 41.12%
- 3Y*
- 21.98%
- 5Y*
- 10.95%
- 10Y*
- 23.66%
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HRCPX vs. BPTRX - Expense Ratio Comparison
HRCPX has a 1.00% expense ratio, which is lower than BPTRX's 1.36% expense ratio.
Return for Risk
HRCPX vs. BPTRX — Risk / Return Rank
HRCPX
BPTRX
HRCPX vs. BPTRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Carillon ClariVest Capital Appreciation Fund (HRCPX) and Baron Partners Fund (BPTRX). 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.
| HRCPX | BPTRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.12 | 1.29 | -0.16 |
Sortino ratioReturn per unit of downside risk | 1.72 | 2.38 | -0.66 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.30 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.89 | 2.85 | -0.97 |
Martin ratioReturn relative to average drawdown | 6.66 | 10.35 | -3.69 |
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
| HRCPX | BPTRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.12 | 1.29 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.63 | 0.32 | +0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.73 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.55 | +0.03 |
Correlation
The correlation between HRCPX and BPTRX is 0.62, 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
HRCPX vs. BPTRX - Dividend Comparison
HRCPX's dividend yield for the trailing twelve months is around 4.46%, more than BPTRX's 3.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HRCPX Carillon ClariVest Capital Appreciation Fund | 4.46% | 4.11% | 12.74% | 11.75% | 21.31% | 6.96% | 15.23% | 1.57% | 10.41% | 6.44% | 6.36% | 15.16% |
BPTRX Baron Partners Fund | 3.55% | 3.36% | 0.76% | 0.00% | 3.19% | 7.72% | 3.67% | 0.26% | 0.00% | 0.00% | 0.00% | 0.35% |
Drawdowns
HRCPX vs. BPTRX - Drawdown Comparison
The maximum HRCPX drawdown since its inception was -56.83%, smaller than the maximum BPTRX drawdown of -64.11%. Use the drawdown chart below to compare losses from any high point for HRCPX and BPTRX.
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Drawdown Indicators
| HRCPX | BPTRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.83% | -64.11% | +7.28% |
Max Drawdown (1Y)Largest decline over 1 year | -13.43% | -14.79% | +1.36% |
Max Drawdown (5Y)Largest decline over 5 years | -31.75% | -49.87% | +18.12% |
Max Drawdown (10Y)Largest decline over 10 years | -31.85% | -51.26% | +19.41% |
Current DrawdownCurrent decline from peak | -10.14% | -8.65% | -1.49% |
Average DrawdownAverage peak-to-trough decline | -9.19% | -13.82% | +4.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.80% | 4.08% | -0.28% |
Volatility
HRCPX vs. BPTRX - Volatility Comparison
Carillon ClariVest Capital Appreciation Fund (HRCPX) has a higher volatility of 6.67% compared to Baron Partners Fund (BPTRX) at 4.78%. This indicates that HRCPX's price experiences larger fluctuations and is considered to be riskier than BPTRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HRCPX | BPTRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.67% | 4.78% | +1.89% |
Volatility (6M)Calculated over the trailing 6-month period | 12.54% | 22.21% | -9.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.50% | 33.35% | -10.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.45% | 33.90% | -12.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.15% | 32.72% | -11.57% |