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Carillon Chartwell Real Income I (BERIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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12.98+0.03 (+0.23%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.75%
5-Year Average Return3.40%
Number of Years Up29
Number of Years Down7
Best 1 Yr Total Return (May 30, 2024)30.22%
Worst 1 Yr Total Return (May 30, 2024)N/A
Best 3-Yr Total Return30.22%
Worst 3-Yr Total Return0.26%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBERIXCategory
YTD0.16%5.91%
1-Month-1.46%0.61%
3-Month0.23%4.02%
1-Year2.81%18.59%
3-Year-0.10%8.56%
5-Year2.56%7.44%
10-Year2.62%6.20%
Last Bull Market9.76%11.89%
Last Bear Market-7.49%-8.23%

Annual Total Return (%) History

Year
BERIXCategory
2024
N/AN/A
2023
7.77%N/A
2022
-10.14%N/A
2021
7.35%N/A
2020
4.48%8.86%
2019
9.68%14.81%
2018
-0.82%-5.04%
2017
3.92%9.86%
2016
8.73%6.62%
2015
-3.30%-2.32%
2014
3.32%4.02%
2013
15.83%7.23%
2012
7.96%9.40%
2011
3.09%1.70%
2010
10.06%10.03%
2009
30.22%20.77%
2008
-10.19%-18.61%
2007
6.84%4.53%
2006
8.65%8.16%
2005
1.96%2.97%
2004
7.96%5.46%
2003
16.23%12.34%
2002
9.38%-3.11%
2001
14.12%-0.39%
2000
6.05%4.28%
1999
0.84%5.85%
1998
-4.57%9.66%
1997
13.38%14.12%
1996
13.99%10.91%
1995
21.09%20.60%
1994
-1.10%-4.80%
1993
16.95%13.64%
1992
21.71%8.74%
1991
23.91%18.59%
1990
-0.15%-1.01%
1989
10.81%13.34%
1988
12.38%8.42%
1987
N/A4.75%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20241.64%N/AN/AN/A
20234.40%-0.48%-2.41%6.29%
2022-2.74%-7.49%-4.50%4.58%
20212.63%2.84%-0.19%1.91%
2020-13.80%9.73%2.84%7.41%
20193.79%2.21%1.40%1.97%
2018-0.00%1.66%0.20%-2.63%
20171.44%1.05%0.24%1.14%
20163.08%1.45%3.96%0.02%
20150.51%-1.59%-2.31%0.07%
20142.13%2.24%-2.24%1.22%
20132.72%2.53%5.34%4.40%
20125.44%-2.60%3.03%2.02%
20111.81%1.27%-4.39%4.57%
20103.21%-0.88%4.18%3.27%
20090.59%12.44%10.80%3.90%
2008-1.23%-0.89%-0.18%-8.09%
20072.52%0.92%1.61%1.61%
20061.86%-0.16%3.65%3.09%
2005-2.06%2.47%1.09%0.50%
20043.24%-2.42%3.80%3.24%
20031.88%7.31%1.77%4.47%
20024.18%1.98%0.01%2.96%
20014.52%5.47%-2.23%5.89%
20000.41%1.01%5.16%-0.57%
1999-0.09%4.47%0.29%-3.66%
19983.76%-1.80%-6.04%-0.32%
19971.38%4.64%8.60%-1.59%
19964.35%2.28%2.35%4.35%
19956.05%6.41%4.83%2.35%
19940.34%-2.34%3.52%-2.51%
19935.67%3.88%4.06%2.39%
199210.59%2.98%4.64%2.13%
19918.97%2.34%5.72%5.09%
1990-1.10%2.27%-4.83%3.73%
19890.91%6.47%2.44%0.68%
19886.00%2.43%2.21%1.26%
1987-1.14%N/AN/AN/A

Rank In Category (By Total Return)

YTD57
1-Month5
3-Month47
1-Year94
3-Year48
5-Year88

Load Adjusted Returns

1-Year2.81%
3-Year-0.10%
5-Year2.56%
10-Year2.62%