Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCAJX (Future Scholar 529 College Savings Plan – Carillon Clarivest Capital Appreciation 529 Portfolio) | NA | 32.86% | 9.34% | 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 |
|---|---|---|
| CCAJX (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 (%) | 2.94 | 32.86 | 9.34 | NA | NA | NA | NA | … | … | 21.65 | 39.86 | -28.99 | 15.69 |
| Sharpe Ratio | NA | 1.57 | 0.28 | NA | NA | NA | NA | … | … | 1.45 | 2.10 | -1.02 | 1.92 |
| Standard Deviation(%) | NA | 18.05 | 22.83 | NA | NA | NA | NA | … | … | 18.95 | 17.08 | 30.01 | 16.56 |
| Draw Down(%) | NA | 13.01 | 31.51 | NA | NA | NA | NA | … | … | 13.01 | 9.76 | 30.62 | 7.68 |
| 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 |
|---|---|---|---|---|
| CCAJX (Future Scholar 529 College Savings Plan – Carillon Clarivest Capital Appreciation 529 Portfolio) |
8.62%
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 |
|---|---|---|---|---|
| CCAJX (Future Scholar 529 College Savings Plan – Carillon Clarivest Capital Appreciation 529 Portfolio) |
9.34%
Jul 2021 – Jul 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart