Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
HIGYX (Carillon Eagle Growth & Income Fund) NA 15.39% 7.98% 9.44% NA NA NA
Data as of 03/08/2024, Common starting date is 11/24/2017
More Performance Analytics Comparison
Name Start Date End Date
HIGYX (Carillon Eagle Growth & Income Fund) 11/24/2017 03/08/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021 2020 2019 2018 2017
Annualized Return (%) 0.01 15.39 7.98 9.44 NA NA NA 3.88 9.26 -10.06 27.28 6.35 22.02 -2.29 4.37
Sharpe Ratio NA 1.08 0.41 0.42 NA NA NA 2.21 0.43 -0.60 2.27 0.19 2.10 -0.26 9.46
Standard Deviation(%) NA 10.75 14.32 19.06 NA NA NA 8.59 11.65 19.09 12.02 32.87 9.80 13.93 5.89
Draw Down(%) NA 12.21 20.05 33.88 NA NA NA 1.58 12.21 20.05 4.79 33.88 4.30 14.65 0.37
Yield(%) 0.00 12.97 9.82 8.75 5.44 3.62 2.72 0.00 12.77 6.15 11.07 4.98 5.52 8.90 2.91
Data as of 03/08/2024, Common starting date is 11/24/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HIGYX (Carillon Eagle Growth & Income Fund) 4.25%
Sep 2019 – Sep 2022
5.73%
Sep 2018 – Sep 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HIGYX (Carillon Eagle Growth & Income Fund) 18.21%
Dec 2018 – Dec 2021
10.17%
Dec 2018 – Dec 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return