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Carillon Chartwell Real Income I (BERIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.97-0.04 (-0.31%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.31%
5-year average return3.09%
Number of years up29
Number of years down7
Best 1-yr total return (20 Jun 2024)30.22%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return30.22%
Worst 3-yr total return0.26%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBERIXCategory
YTD2.75%2.01%
1-month2.59%0.29%
3-month3.66%2.93%
1-year7.51%7.04%
3-year0.47%5.93%
5-year3.40%3.88%
10-year2.82%2.85%
Last bull market9.76%4.99%
Last bear market-7.49%3.43%

Annual total return (%) history

Year
BERIXCategory
2024
N/AN/A
2023
7.77%N/A
2022
-10.14%N/A
2021
7.35%N/A
2020
4.48%10.01%
2019
9.68%7.92%
2018
-0.82%-1.64%
2017
3.92%2.72%
2016
8.73%4.59%
2015
-3.30%-2.36%
2014
3.32%1.80%
2013
15.83%-7.85%
2012
7.96%6.45%
2011
3.09%10.93%
2010
10.06%5.94%
2009
30.22%10.88%
2008
-10.19%-4.08%
2007
6.84%9.86%
2006
8.65%0.09%
2005
1.96%2.09%
2004
7.96%7.48%
2003
16.23%7.15%
2002
9.38%14.81%
2001
14.12%7.27%
2000
6.05%12.36%
1999
0.84%1.80%
1998
-4.57%5.96%
1997
13.38%7.96%
1996
13.99%5.49%
1995
21.09%16.24%
1994
-1.10%-4.09%
1993
16.95%15.25%
1992
21.71%3.51%
1991
23.91%-1.08%
1990
-0.15%-7.10%
1989
10.81%21.72%
1988
12.38%N/A
1987
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.64%N/AN/AN/A
20234.40%-0.48%-2.41%6.29%
2022-2.74%-7.49%-4.50%4.58%
20212.63%2.84%-0.19%1.91%
2020-13.80%9.73%2.84%7.41%
20193.79%2.21%1.40%1.97%
2018-0.00%1.66%0.20%-2.63%
20171.44%1.05%0.24%1.14%
20163.08%1.45%3.96%0.02%
20150.51%-1.59%-2.31%0.07%
20142.13%2.24%-2.24%1.22%
20132.72%2.53%5.34%4.40%
20125.44%-2.60%3.03%2.02%
20111.81%1.27%-4.39%4.57%
20103.21%-0.88%4.18%3.27%
20090.59%12.44%10.80%3.90%
2008-1.23%-0.89%-0.18%-8.09%
20072.52%0.92%1.61%1.61%
20061.86%-0.16%3.65%3.09%
2005-2.06%2.47%1.09%0.50%
20043.24%-2.42%3.80%3.24%
20031.88%7.31%1.77%4.47%
20024.18%1.98%0.01%2.96%
20014.52%5.47%-2.23%5.89%
20000.41%1.01%5.16%-0.57%
1999-0.09%4.47%0.29%-3.66%
19983.76%-1.80%-6.04%-0.32%
19971.38%4.64%8.60%-1.59%
19964.35%2.28%2.35%4.35%
19956.05%6.41%4.83%2.35%
19940.34%-2.34%3.52%-2.51%
19935.67%3.88%4.06%2.39%
199210.59%2.98%4.64%2.13%
19918.97%2.34%5.72%5.09%
1990-1.10%2.27%-4.83%3.73%
19890.91%6.47%2.44%0.68%
19886.00%2.43%2.21%1.26%
1987-1.14%N/AN/AN/A

Rank in category (by total return)

YTDN/A
1-month10
3-monthN/A
1-yearN/A
3-yearN/A
5-yearN/A

Load adjusted returns

1-year7.51%
3-year0.47%
5-year3.40%
10-year2.82%