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
CSMRX (Carillon Scout Mid Cap Fund-3) NA 18.32% 3.24% 9.47% 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
CSMRX (Carillon Scout Mid Cap Fund-3) 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 (%) -0.02 18.32 3.24 9.47 NA NA NA 9.02 12.13 -17.75 15.03 26.56 20.08 -10.25 1.06
Sharpe Ratio NA 0.98 0.06 0.35 NA NA NA 3.81 0.53 -0.83 0.85 0.72 1.52 -0.70 1.12
Standard Deviation(%) NA 14.89 18.35 22.66 NA NA NA 14.49 15.09 23.23 17.62 36.46 12.30 16.57 9.73
Draw Down(%) NA 13.74 26.65 36.92 NA NA NA 2.39 13.74 23.94 9.15 36.92 8.05 21.84 2.09
Yield(%) 0.00 0.00 4.73 4.62 3.39 2.26 1.69 0.00 0.00 2.87 12.17 2.73 0.45 6.55 7.64
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
CSMRX (Carillon Scout Mid Cap Fund-3) 1.71%
Jan 2021 – Jan 2024
4.04%
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
CSMRX (Carillon Scout Mid Cap Fund-3) 20.46%
Dec 2018 – Dec 2021
10.02%
Dec 2018 – Dec 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return