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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
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 42.44% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 5 |
| Number of Years Down | 2 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CWSGX | Category Average | CWSGX | Category Average | CWSGX | Category Average | |
| Alpha | -3.13 | -0.02 | -2.35 | 0.01 | -- | -0.02 |
| BETA | 1.14 | 0.01 | 1.09 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.65 | 0.02 | 1.47 | 0.02 | -- | 0.01 |
| R-squared | 81.15 | 0.78 | 73.24 | 0.73 | -- | 0.73 |
| Standard Deviation | 21.83 | 0.26 | 21.53 | 0.21 | -- | 0.19 |
| Sharpe Ratio | 0.15 | 0.01 | 0.69 | 0.01 | -- | 0.01 |
| Treynor Ratio | 0.92 | 0.15 | 12.58 | 0.17 | -- | 0.11 |
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