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Carillon Scout Mid Cap Y (CSMZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.54+0.21 (+0.89%)
At close: 09:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.08%
5-year average return9.83%
Number of years up4
Number of years down2
Best 1-yr total return (7 Mar 2024)26.90%
Worst 1-yr total return (7 Mar 2024)N/A
Best 3-yr total return26.90%
Worst 3-yr total return2.35%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCSMZXCategory
YTD8.11%17.04%
1-month9.07%-0.01%
3-month13.85%5.47%
1-year17.69%50.44%
3-year2.60%13.15%
5-year9.06%13.75%
10-year8.93%11.35%
Last bull market25.14%25.95%
Last bear market-17.01%-22.55%

Annual total return (%) history

Year
CSMZXCategory
2023
12.38%N/A
2022
-17.47%N/A
2021
15.59%N/A
2020
26.90%12.39%
2019
20.41%26.21%
2018
-9.96%-11.15%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20231.77%5.32%-4.66%9.97%
2022-0.74%-17.01%-5.71%6.26%
20218.34%3.53%-1.63%4.76%
2020-25.29%28.06%9.16%21.51%
201914.48%1.10%-0.77%4.83%
2018-0.68%2.17%6.74%-16.87%

Rank in category (by total return)

YTD5
1-month2
3-month28
1-year28
3-year85
5-year74

Load adjusted returns

1-year17.69%
3-year2.60%
5-year9.06%
10-year8.93%