Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCADX (Future Scholar 529 College Savings Plan – Carillon Clarivest Capital Appreciation 529 Portfolio) | NA | 31.52% | 8.26% | NA | NA | NA | NA | … | … |
Data as of 09/13/2024, Common starting date is 06/23/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCADX (Future Scholar 529 College Savings Plan – Carillon Clarivest Capital Appreciation 529 Portfolio) | 06/23/2021 | 09/13/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.96 | 31.52 | 8.26 | NA | NA | NA | NA | … | … | 20.81 | 38.50 | -29.75 | 15.13 |
| Sharpe Ratio | NA | 1.49 | 0.23 | NA | NA | NA | NA | … | … | 1.38 | 2.03 | -1.03 | 1.86 |
| Standard Deviation(%) | NA | 18.05 | 22.88 | NA | NA | NA | NA | … | … | 18.98 | 16.99 | 30.19 | 16.43 |
| Draw Down(%) | NA | 13.05 | 32.22 | NA | NA | NA | NA | … | … | 13.05 | 10.00 | 31.19 | 7.73 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/13/2024, Common starting date is 06/23/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCADX (Future Scholar 529 College Savings Plan – Carillon Clarivest Capital Appreciation 529 Portfolio) |
7.52%
Aug 2021 – Aug 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCADX (Future Scholar 529 College Savings Plan – Carillon Clarivest Capital Appreciation 529 Portfolio) |
8.24%
Jul 2021 – Jul 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart