HRSCX vs. VB

In the year-to-date period, HRSCX achieves a -5.37% return, which is significantly lower than VB's -4.65% return. Over the past 10 years, HRSCX has underperformed VB with an annualized return of 5.44%, while VB has yielded a comparatively higher 8.00% annualized return.

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HRSCX has a 1.06% expense ratio, which is higher than VB's 0.05% expense ratio.

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

The current HRSCX Sharpe Ratio is -0.04, which is lower than the VB Sharpe Ratio of 0.23. The chart below compares the historical Sharpe Ratios of HRSCX and VB, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

HRSCX's dividend yield for the trailing twelve months is around 23.84%, more than VB's 1.48% yield.

The maximum HRSCX drawdown since its inception was -55.68%, smaller than the maximum VB drawdown of -59.57%. Use the drawdown chart below to compare losses from any high point for HRSCX and VB.

Carillon Eagle Small Cap Growth Fund (HRSCX) and Vanguard Small-Cap ETF (VB) have volatilities of 6.51% and 6.27%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.