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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
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
9.08%
5-year average return
9.83%
Number of years up
4
Number of years down
2
Best 1-yr total return (7 Mar 2024)
26.90%
Worst 1-yr total return (7 Mar 2024)
N/A
Best 3-yr total return
26.90%
Worst 3-yr total return
2.35%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
CSMZX
Category
YTD
8.11%
17.04%
1-month
9.07%
-0.01%
3-month
13.85%
5.47%
1-year
17.69%
50.44%
3-year
2.60%
13.15%
5-year
9.06%
13.75%
10-year
8.93%
11.35%
Last bull market
25.14%
25.95%
Last bear market
-17.01%
-22.55%
Annual total return (%) history
Year
CSMZX
Category
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 (%)
Year
Q1
Q2
Q3
Q4
2023
1.77%
5.32%
-4.66%
9.97%
2022
-0.74%
-17.01%
-5.71%
6.26%
2021
8.34%
3.53%
-1.63%
4.76%
2020
-25.29%
28.06%
9.16%
21.51%
2019
14.48%
1.10%
-0.77%
4.83%
2018
-0.68%
2.17%
6.74%
-16.87%
Rank in category (by total return)
YTD
5
1-month
2
3-month
28
1-year
28
3-year
85
5-year
74
Load adjusted returns
1-year
17.69%
3-year
2.60%
5-year
9.06%
10-year
8.93%
Data disclaimer
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