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Carillon Chartwell Mid Cap Value A (BERAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.44+0.30 (+1.75%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.00%
5-year average return0.00%
Number of years upN/A
Number of years downN/A
Best 1-yr total return (29 May 2024)N/A
Worst 1-yr total return (29 May 2024)N/A
Best 3-yr total returnN/A
Worst 3-yr total returnN/A

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBERAXCategory
YTD1.73%21.28%
1-month-4.52%-1.96%
3-month3.51%4.90%
1-year6.75%55.83%
3-year1.64%11.08%
5-year4.22%11.93%
10-year4.58%10.64%
Last bull market25.15%25.54%
Last bear market-12.91%-22.08%

Annual total return (%) history

N/A

Past quarterly returns (%)

N/A

Rank in category (by total return)

YTD63
1-month31
3-month58
1-year87
3-year88
5-year99

Load adjusted returns

1-year1.68%
3-year0.00%
5-year3.21%
10-year4.07%