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Carillon Scout Small Cap Y (CSSWX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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27.72+0.16 (+0.58%)
At close: 09:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.80%
5-Year Average Return6.52%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (Mar 7, 2024)35.29%
Worst 1 Yr Total Return (Mar 7, 2024)N/A
Best 3-Yr Total Return35.29%
Worst 3-Yr Total Return-2.95%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCSSWXCategory
YTD4.20%12.40%
1-Month6.99%3.37%
3-Month15.41%4.88%
1-Year7.74%55.69%
3-Year-4.17%19.34%
5-Year5.67%20.72%
10-Year8.44%13.98%
Last Bull Market25.16%27.85%
Last Bear Market-15.39%-24.06%

Annual Total Return (%) History

Year
CSSWXCategory
2023
9.75%N/A
2022
-23.45%N/A
2021
8.80%N/A
2020
35.29%38.62%
2019
20.58%27.68%
2018
-5.43%-5.76%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20231.83%6.15%-9.90%12.70%
2022-11.15%-15.39%-5.68%7.96%
20219.48%1.44%-2.56%0.54%
2020-26.54%30.23%5.30%34.30%
201916.58%2.70%-5.32%6.37%
2018-0.75%8.74%9.32%-19.84%

Rank In Category (By Total Return)

YTD56
1-Month48
3-Month45
1-Year84
3-Year62
5-Year84

Load Adjusted Returns

1-Year7.74%
3-Year-4.17%
5-Year5.67%
10-Year8.44%