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Carillon Scout Small Cap R-5 (CSSSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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28.18+0.17 (+0.61%)
At close: 09:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.84%
5-Year Average Return6.71%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (Mar 7, 2024)35.72%
Worst 1 Yr Total Return (Mar 7, 2024)N/A
Best 3-Yr Total Return35.72%
Worst 3-Yr Total Return-2.83%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCSSSXCategory
YTD4.20%12.40%
1-Month6.95%3.37%
3-Month15.46%4.88%
1-Year8.02%55.69%
3-Year-3.97%19.34%
5-Year5.87%20.72%
10-Year8.68%13.98%
Last Bull Market25.27%27.85%
Last Bear Market-15.35%-24.06%

Annual Total Return (%) History

Year
CSSSXCategory
2023
10.07%N/A
2022
-23.29%N/A
2021
8.65%N/A
2020
35.72%38.62%
2019
20.91%27.68%
2018
-5.13%-5.76%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20231.88%6.23%-9.80%12.75%
2022-11.09%-15.35%-5.65%8.04%
20219.18%1.50%-2.54%0.59%
2020-26.50%30.40%5.36%34.40%
201916.65%2.79%-5.30%6.48%
2018-0.68%8.84%9.37%-19.76%

Rank In Category (By Total Return)

YTD55
1-Month50
3-Month45
1-Year83
3-Year60
5-Year82

Load Adjusted Returns

1-Year8.02%
3-Year-3.97%
5-Year5.87%
10-Year8.68%