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Nasdaq - Delayed Quote USD
Carillon Chartwell Small Cap Growth I (CWSGX)
13.53
-0.69
(-4.85%)
At close: 8:00:27 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -19.89% |
| 5y Average Return | 15.41% |
| Number of Years Up | 5 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Apr 4, 2025) | 42.44% |
| Worst 1Y Total Return (Apr 4, 2025) | -- |
| Best 3Y Total Return | 42.44% |
| Worst 3Y Total Return | -0.47% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
CWSGX
Category
- YTD
- -11.66%
- 12.40%
- 1-Month
- -7.96%
- 3.37%
- 3-Month
- -11.66%
- 4.88%
- 1-Year
- 1.96%
- 55.69%
- 3-Year
- 5.66%
- 19.34%
- 5-Year
- 16.49%
- 20.72%
- 10-Year
- 0.00%
- 13.98%
- Last Bull Market
- 31.68%
- 27.85%
- Last Bear Market
- -20.48%
- -24.06%
Annual Total Return (%) History
Year
CWSGX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -11.66% | -- | -- | -- |
| 2024 | 17.85% | 1.41% | 10.00% | 3.46% |
| 2023 | 6.02% | 7.34% | -5.45% | 13.77% |
| 2022 | -13.75% | -20.48% | -0.89% | 1.76% |
| 2021 | 10.58% | 4.92% | -3.29% | 3.80% |
| 2020 | -21.31% | 27.67% | 16.22% | 22.00% |
| 2019 | 18.39% | 3.65% | -6.89% | 11.48% |
| 2018 | 1.61% | 7.33% | 8.14% | -22.31% |
| 2017 | 4.89% | 6.01% | -- | -- |
Rank in Category (By Total Return)
| YTD | 68 |
| 1-Month | 65 |
| 3-Month | 68 |
| 1-Year | 10 |
| 3-Year | 4 |
| 5-Year | 12 |
Load Adjusted Returns
| 1-Year | 1.96% |
| 3-Year | 5.66% |
| 5-Year | 16.49% |
| 10-Year | -- |
Performance & Risk
| YTD Return | -19.89% |
| 5y Average Return | 15.41% |
| Rank in Category (ytd) | 68 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.14 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Growth |
| Fund Family | Carillon Family of Funds |
| Net Assets | 38.99M |
| YTD Return | -11.66% |
| Yield | 2.59% |
| Morningstar Rating | |
| Inception Date | Apr 26, 2024 |
Fund Summary
The fund will invest at least 80% of its net assets (including amounts borrowed for investment purposes) in common stocks of small capitalization U.S. companies. The fund’s sub-adviser considers small capitalization companies to be those with market capitalizations that, at the time of initial purchase, have a market capitalization generally within the range of the Russell 2000 Growth Index during the most recent 12-month period.
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