Australia markets close in 3 hours 33 minutes

Carillon Scout Small Cap I (UMBHX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
27.78+0.30 (+1.09%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.89%
5-year average return4.48%
Number of years up29
Number of years down8
Best 1-yr total return (2 May 2024)37.02%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return37.02%
Worst 3-yr total return-2.73%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnUMBHXCategory
YTD-1.33%12.40%
1-month-7.09%3.37%
3-month1.29%4.88%
1-year9.24%55.69%
3-year-6.96%19.34%
5-year4.20%20.72%
10-year8.60%13.98%
Last bull market27.63%27.85%
Last bear market-15.36%-24.06%

Annual total return (%) history

Year
UMBHXCategory
2024
N/AN/A
2023
9.99%N/A
2022
-23.31%N/A
2021
9.11%N/A
2020
35.69%38.62%
2019
20.91%27.68%
2018
-5.13%-5.76%
2017
31.87%21.50%
2016
12.51%11.20%
2015
0.63%-2.41%
2014
5.44%2.44%
2013
37.02%40.91%
2012
18.35%13.15%
2011
-4.02%-3.55%
2010
20.85%26.98%
2009
20.95%35.46%
2008
-40.19%-41.55%
2007
13.32%7.59%
2006
12.07%10.81%
2005
5.60%6.02%
2004
24.73%12.41%
2003
38.16%45.54%
2002
-11.66%-27.88%
2001
11.37%-8.91%
2000
21.82%-3.85%
1999
1.26%64.77%
1998
-3.68%5.23%
1997
23.02%17.41%
1996
12.55%18.67%
1995
19.96%36.15%
1994
0.70%-0.52%
1993
5.96%17.36%
1992
10.96%10.95%
1991
13.05%57.25%
1990
-0.97%-9.84%
1989
3.07%26.27%
1988
-5.06%18.22%
1987
5.11%-3.70%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.19%N/AN/AN/A
20231.88%6.20%-9.84%12.75%
2022-11.11%-15.36%-5.59%7.96%
20219.64%1.50%-2.53%0.59%
2020-26.50%30.35%5.40%34.38%
201916.65%2.79%-5.30%6.48%
2018-0.68%8.84%9.37%-19.76%
20176.84%7.97%7.57%6.27%
2016-1.30%0.61%7.18%5.71%
20154.55%1.68%-11.84%7.36%
20141.09%1.32%-2.25%5.30%
201314.90%2.49%9.29%6.46%
201212.84%-5.27%5.06%5.39%
201111.02%-1.40%-23.46%14.55%
20103.53%-8.71%8.79%17.53%
2009-10.52%16.31%11.38%4.33%
2008-13.44%5.50%-13.04%-24.70%
20073.45%8.62%-0.05%0.91%
200612.43%-2.36%-1.03%3.15%
2005-0.91%0.72%4.23%1.51%
20045.14%10.30%-4.23%12.30%
20032.42%12.04%4.22%15.52%
20023.12%-3.73%-14.74%4.36%
20011.64%8.05%-7.60%9.75%
20002.23%-2.18%12.53%8.26%
1999-6.31%18.21%-7.02%-1.66%
19986.64%-3.81%-13.61%8.69%
19970.58%9.66%12.40%-0.76%
19964.45%3.05%0.67%3.86%
19955.76%5.68%6.07%1.19%
1994-1.16%-0.10%3.01%-1.00%
19930.66%-0.82%2.22%3.83%
19924.46%0.52%1.16%4.46%
19919.50%2.99%0.12%0.12%
19900.90%2.06%-5.01%1.23%
19890.89%-2.18%3.02%1.37%
1988-1.21%-1.89%0.13%-2.17%
19872.69%0.51%3.00%-1.13%

Rank in category (by total return)

YTD71
1-month68
3-month67
1-year70
3-year70
5-year87

Load adjusted returns

1-year4.05%
3-year-8.46%
5-year3.19%
10-year8.07%