Nasdaq - Delayed Quote
USD
Carillon Reams Core Plus Bond R-6 (SCPWX)
29.27
+0.11
(+0.38%)
As of 8:07:34 AM EST. Market Open.
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 16.56% |
|---|---|
| Worst 1Y Total Return | -- |
| Number of Years Up | 6 |
| Number of Years Down | 2 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| |
SCPWX | Category Average | SCPWX | Category Average | SCPWX | Category Average |
|
Alpha
|
0.67 | 0 | 1.47 | 0.01 | 1.39 | 0.01 |
|
BETA
|
1.11 | 0.01 | 1.16 | 0.01 | 1.14 | 0.01 |
|
Mean Annual Return
|
0.4 | 0 | 0.03 | 0 | 0.21 | 0 |
|
R-squared
|
98.86 | 0.62 | 97.42 | 0.65 | 93.47 | 0.64 |
|
Standard Deviation
|
6.28 | 0.05 | 7.55 | 0.04 | 6.06 | 0.04 |
|
Sharpe Ratio
|
0.04 | 0.01 | -0.48 | 0.01 | -0.01 | 0.01 |
|
Treynor Ratio
|
0.04 | 0.05 | -3.39 | 0.03 | -0.21 | 0.04 |
