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Carillon Reams Core Plus Bond R-6 (SCPWX)
29.27
+0.11
(+0.38%)
As of 8:07:34 AM EST. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -0.59% |
|---|---|
| 5y Average Return | 0.67% |
| Number of Years Up | 6 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Oct 29, 2026) | 16.56% |
| Worst 1Y Total Return (Oct 29, 2026) | -- |
| Best 3Y Total Return | 16.56% |
| Worst 3Y Total Return | -2.78% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
SCPWX
Category
- YTD
- -3.03%
- -0.61%
- 1-Month
- -3.26%
- 0.77%
- 3-Month
- -4.33%
- 1.99%
- 1-Year
- -2.06%
- 3.06%
- 3-Year
- 4.67%
- 5.69%
- 5-Year
- 0.08%
- 3.75%
- 10-Year
- 2.31%
- 3.84%
- Last Bull Market
- 7.03%
- 4.61%
- Last Bear Market
- -6.07%
- 1.87%
Annual Total Return (%) History
Year
SCPWX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
0.43% | 0.93% | -4.33% | -- |
|
2025
|
3.07% | 2.00% | 2.42% | 1.00% |
|
2024
|
-0.51% | 0.14% | 5.54% | -3.51% |
|
2023
|
4.21% | -0.91% | -4.02% | 7.18% |
|
2022
|
-5.12% | -6.07% | -4.29% | 3.40% |
|
2021
|
-3.58% | 1.75% | -0.17% | 0.14% |
|
2020
|
3.52% | 8.82% | 1.79% | 1.66% |
|
2019
|
3.00% | 2.98% | 2.19% | -0.10% |
|
2018
|
-1.18% | -0.26% | -0.44% | 2.68% |
Rank in Category (By Total Return)
| YTD | 61 |
| 1-Month | 96 |
|---|---|
| 3-Month | 96 |
| 1-Year | 63 |
| 3-Year | 37 |
| 5-Year | 26 |
Load Adjusted Returns
| 1-Year | -2.06% |
| 3-Year | 4.67% |
|---|---|
| 5-Year | 0.08% |
| 10-Year | 2.31% |
Performance & Risk
| YTD Return | -0.59% |
| 5y Average Return | 0.67% |
| Rank in Category (ytd) | 61 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.11 |
| Morningstar Risk Rating |
Fund Overview
| Category | Intermediate Core-Plus Bond |
| Fund Family | Carillon Family of Funds |
| Net Assets | 2.1B |
| YTD Return | -3.03% |
| Yield | 4.65% |
| Morningstar Rating | |
| Inception Date | Nov 25, 1996 |
Fund Summary
Under normal circumstances, the fund invests at least 80% of its net assets in bonds of varying maturities, including mortgage- and asset-backed securities. The bonds in which the fund may invest also include other fixed income instruments such as debt securities, to-be-announced securities, collateralized loan obligations (“CLOs”) and other similar instruments issued by various U.S. and non-U.S. public- or private-sector entities.
