HRSCX vs. UMBHX

Last updated Jul 15, 2026

HRSCX (Carillon Eagle Small Cap Growth Fund) and UMBHX (Carillon Scout Small Cap Fund) are both Small Cap Growth Equities funds from Carillon Family of Funds. Their correlation of 0.93 suggests significant overlap in exposure. HRSCX charges 1.06%/yr vs 0.90%/yr for UMBHX.

Performance

HRSCX vs. UMBHX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Carillon Eagle Small Cap Growth Fund (HRSCX) and Carillon Scout Small Cap Fund (UMBHX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

HRSCX

• 1D: -1.61%
• 1M: -0.28%
• 6M: 13.27%
• YTD: 19.18%
• 1Y: 31.00%
• 3Y*: 15.59%
• 5Y*: 4.23%
• 10Y*: 9.08%

UMBHX

• 1D: -2.08%
• 1M: -2.25%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

HRSCX vs. UMBHX - Yearly Performance Comparison

	2026 (YTD)
HRSCX Carillon Eagle Small Cap Growth Fund	0.32%
UMBHX Carillon Scout Small Cap Fund	-0.51%

Correlation

The correlation between HRSCX and UMBHX is 0.93, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 28, 2026	0.93

Return for Risk

HRSCX vs. UMBHX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HRSCX

HRSCX Risk / Return Rank: 56
HRSCX Sharpe Ratio Rank: 47
HRSCX Sortino Ratio Rank: 47
HRSCX Omega Ratio Rank: 40
HRSCX Calmar Ratio Rank: 73
HRSCX Martin Ratio Rank: 73

UMBHX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

HRSCX vs. UMBHX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Carillon Eagle Small Cap Growth Fund (HRSCX) and Carillon Scout Small Cap Fund (UMBHX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	HRSCX	UMBHX	Difference
Sharpe ratio: Return per unit of total volatility	1.52	—	—
Sortino ratio: Return per unit of downside risk	2.17	—	—
Omega ratio: Gain probability vs. loss probability	1.26	—	—
Calmar ratio: Return relative to maximum drawdown	2.62	—	—
Martin ratio: Return relative to average drawdown	10.49	—	—

Drawdowns

HRSCX vs. UMBHX - Drawdown Comparison

The maximum HRSCX drawdown since its inception was -55.68%, which is greater than UMBHX's maximum drawdown of -6.82%. Use the drawdown chart below to compare losses from any high point for HRSCX and UMBHX.

Drawdown Indicators

	HRSCX	UMBHX	Difference
Max Drawdown Largest peak-to-trough decline	-55.68%	-6.82%	-48.86%
Max Drawdown (1Y) Largest decline over 1 year	-12.15%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-28.37%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-38.22%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-38.32%	—	—
Current Drawdown Current decline from peak	-5.82%	-6.82%	+1.00%
Average Drawdown Average peak-to-trough decline	-11.46%	-2.16%	-9.30%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.02%	—	—

Volatility

Volatility by Period

	HRSCX	UMBHX	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.91%	—	—
Volatility (6M) Calculated over the trailing 6-month period	16.57%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	20.94%	31.26%	-10.32%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	23.81%	31.26%	-7.45%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.01%	31.26%	-7.25%

HRSCX vs. UMBHX - Expense Ratio Comparison

HRSCX has a 1.06% expense ratio, which is higher than UMBHX's 0.90% expense ratio.

Dividends

HRSCX vs. UMBHX - Dividend Comparison

HRSCX's dividend yield for the trailing twelve months is around 7.07%, while UMBHX has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
HRSCX Carillon Eagle Small Cap Growth Fund	7.07%	8.42%	22.56%	9.37%	38.95%	40.00%	18.51%	6.62%	26.17%	8.10%	0.06%	7.03%
UMBHX Carillon Scout Small Cap Fund	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both HRSCX and UMBHX in my portfolio?

With a correlation of 0.93, HRSCX and UMBHX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.