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Carillon Scout Mid Cap A (CSMEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.87+0.05 (+0.21%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.36%
5-year average return9.36%
Number of years up4
Number of years down2
Best 1-yr total return (27 June 2024)27.01%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return27.01%
Worst 3-yr total return2.37%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCSMEXCategory
YTD10.59%17.04%
1-month3.59%-0.01%
3-month2.31%5.47%
1-year25.29%50.44%
3-year1.93%13.15%
5-year10.66%13.75%
10-year9.44%11.35%
Last bull market30.87%25.95%
Last bear market-17.03%-22.55%

Annual total return (%) history

Year
CSMEXCategory
2024
N/AN/A
2023
12.41%N/A
2022
-17.46%N/A
2021
15.62%N/A
2020
27.01%12.39%
2019
20.49%26.21%
2018
-9.97%-11.15%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202413.04%N/AN/AN/A
20231.77%5.36%-4.70%10.01%
2022-0.74%-17.03%-5.71%6.29%
20218.37%3.53%-1.63%4.76%
2020-25.24%28.04%9.16%21.55%
201914.55%1.10%-0.76%4.84%
2018-0.68%2.22%6.68%-16.88%

Rank in category (by total return)

YTD10
1-month46
3-month45
1-year36
3-year77
5-year61

Load adjusted returns

1-year19.33%
3-year0.29%
5-year9.58%
10-year8.91%