HRSCX vs. BERCX
Compare and contrast key facts about Carillon Eagle Small Cap Growth Fund (HRSCX) and Chartwell Mid Cap Value Fund (BERCX).
HRSCX is managed by Carillon Family of Funds. It was launched on May 7, 1993. BERCX is managed by Carillon Family of Funds. It was launched on May 1, 2002.
Performance
HRSCX vs. BERCX - Performance Comparison
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HRSCX vs. BERCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HRSCX Carillon Eagle Small Cap Growth Fund | -5.22% | 11.26% | 12.85% | 14.06% | -27.67% | 0.80% | 37.26% | 25.40% | -10.92% | 22.88% |
BERCX Chartwell Mid Cap Value Fund | -1.38% | 11.77% | 11.35% | 6.93% | -11.61% | 27.30% | -3.83% | 23.31% | -10.92% | 16.98% |
Returns By Period
In the year-to-date period, HRSCX achieves a -5.22% return, which is significantly lower than BERCX's -1.38% return. Over the past 10 years, HRSCX has underperformed BERCX with an annualized return of 7.44%, while BERCX has yielded a comparatively higher 8.17% annualized return.
HRSCX
- 1D
- -2.35%
- 1M
- -10.41%
- YTD
- -5.22%
- 6M
- -2.99%
- 1Y
- 17.05%
- 3Y*
- 9.56%
- 5Y*
- -0.17%
- 10Y*
- 7.44%
BERCX
- 1D
- -0.90%
- 1M
- -11.09%
- YTD
- -1.38%
- 6M
- 4.15%
- 1Y
- 12.24%
- 3Y*
- 9.03%
- 5Y*
- 5.94%
- 10Y*
- 8.17%
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HRSCX vs. BERCX - Expense Ratio Comparison
HRSCX has a 1.06% expense ratio, which is higher than BERCX's 0.90% expense ratio.
Return for Risk
HRSCX vs. BERCX — Risk / Return Rank
HRSCX
BERCX
HRSCX vs. BERCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Carillon Eagle Small Cap Growth Fund (HRSCX) and Chartwell Mid Cap Value Fund (BERCX). 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.
| HRSCX | BERCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.66 | 0.65 | +0.01 |
Sortino ratioReturn per unit of downside risk | 1.07 | 1.06 | +0.01 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.14 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.88 | 0.84 | +0.04 |
Martin ratioReturn relative to average drawdown | 3.63 | 3.00 | +0.62 |
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
| HRSCX | BERCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.66 | 0.65 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.01 | 0.35 | -0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | 0.43 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.38 | +0.01 |
Correlation
The correlation between HRSCX and BERCX is 0.80, 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
HRSCX vs. BERCX - Dividend Comparison
HRSCX's dividend yield for the trailing twelve months is around 8.89%, less than BERCX's 12.89% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HRSCX Carillon Eagle Small Cap Growth Fund | 8.89% | 8.42% | 22.56% | 9.37% | 38.95% | 40.00% | 18.51% | 6.62% | 26.17% | 8.10% | 0.06% | 7.03% |
BERCX Chartwell Mid Cap Value Fund | 12.89% | 12.71% | 13.39% | 3.20% | 1.12% | 0.60% | 1.12% | 2.08% | 8.03% | 23.00% | 3.32% | 0.92% |
Drawdowns
HRSCX vs. BERCX - Drawdown Comparison
The maximum HRSCX drawdown since its inception was -55.68%, which is greater than BERCX's maximum drawdown of -52.71%. Use the drawdown chart below to compare losses from any high point for HRSCX and BERCX.
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Drawdown Indicators
| HRSCX | BERCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.68% | -52.71% | -2.97% |
Max Drawdown (1Y)Largest decline over 1 year | -15.21% | -13.20% | -2.01% |
Max Drawdown (5Y)Largest decline over 5 years | -38.22% | -22.04% | -16.18% |
Max Drawdown (10Y)Largest decline over 10 years | -38.32% | -42.41% | +4.09% |
Current DrawdownCurrent decline from peak | -12.15% | -11.23% | -0.92% |
Average DrawdownAverage peak-to-trough decline | -11.55% | -7.56% | -3.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.69% | 3.70% | -0.01% |
Volatility
HRSCX vs. BERCX - Volatility Comparison
Carillon Eagle Small Cap Growth Fund (HRSCX) has a higher volatility of 8.26% compared to Chartwell Mid Cap Value Fund (BERCX) at 5.71%. This indicates that HRSCX's price experiences larger fluctuations and is considered to be riskier than BERCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HRSCX | BERCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.26% | 5.71% | +2.55% |
Volatility (6M)Calculated over the trailing 6-month period | 14.61% | 12.01% | +2.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.60% | 20.25% | +4.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.59% | 17.15% | +6.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.88% | 19.18% | +4.70% |