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Carillon Chartwell Real Income I (BERIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.940.00 (0.00%)
At close: 08:01PM EDT

Risk overview

Morningstar risk rating★★
Number of years up29
Number of years down7
Best 1-yr total return (13 Jun 2024)30.22%
Worst 1-yr total return (13 Jun 2024)N/A

Risk statistics

3 years
BERIXCategory average
5 years
BERIXCategory average
10 years
BERIXCategory average
Alpha
3.650.01
3.680.01
1.64-0
BETA
10.01
0.960.01
0.810.01
Mean annual return
0.070
0.320
0.250
R-squared
81.390.45
40.660.49
31.070.5
Standard deviation
8.190.04
9.340.04
7.070.04
Sharpe ratio
-0.30.01
0.170.01
0.210.01
Treynor ratio
-2.810.08
1.190.03
1.540.02