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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 (7 Mar 2024)35.29%
Worst 1-yr total return (7 Mar 2024)N/A
Best 3-yr total return35.29%
Worst 3-yr total return-2.95%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
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%