Nasdaq - Delayed Quote USD

Carillon Reams Core Plus Bond Y (SCPYX)

29.48 +0.12 (+0.40%)
At close: March 1 at 8:01 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return -1.08%
5y Average Return 2.14%
Number of Years Up 10
Number of Years Down 4
Best 1Y Total Return (Mar 8, 2024) 16.12%
Worst 1Y Total Return (Mar 8, 2024) --
Best 3Y Total Return 16.12%
Worst 3Y Total Return -3.17%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SCPYX
Category
YTD
-1.47%
-0.61%
1-Month
-1.31%
0.77%
3-Month
2.37%
1.99%
1-Year
3.06%
3.06%
3-Year
-2.93%
5.69%
5-Year
2.17%
3.75%
10-Year
1.85%
3.84%
Last Bull Market
-0.06%
4.61%
Last Bear Market
-6.15%
1.87%

Annual Total Return (%) History

Year
SCPYX
Category
2023
5.86%
--
2022
-12.18%
--
2021
-2.34%
--
2020
16.12%
8.06%
2019
7.83%
8.94%
2018
0.35%
-0.61%
2017
3.09%
4.27%
2016
3.22%
3.86%

2015
-0.32%
-0.45%
2014
1.95%
5.42%
2013
-0.75%
-0.90%
2012
9.65%
7.76%
2011
7.90%
6.27%
2010
9.59%
8.51%

Past Quarterly Returns

YearQ1Q2Q3Q4
2023 4.16% -1.02% -4.12% 7.09%
2022 -5.22% -6.15% -4.38% 3.26%
2021 -3.71% 1.67% -0.26% 0.01%
2020 3.42% 8.72% 1.67% 1.58%
2019 2.87% 2.92% 2.06% -0.20%
2018 -1.30% -0.38% -0.54% 2.61%
2017 0.81% 1.19% 0.86% 0.20%
2016 3.55% 2.26% 0.45% -2.96%
2015 0.60% -0.22% 0.53% -1.22%
2014 1.18% 0.35% -0.05% 0.46%

2013 0.03% -1.76% 0.35% 0.64%
2012 3.08% 2.18% 2.95% 1.12%
2011 0.88% 2.10% 1.20% 3.52%
2010 3.03% 3.93% 3.19% -0.82%

Rank in Category (By Total Return)

YTD 75
1-Month 63
3-Month 74
1-Year 79
3-Year 49
5-Year 5

Load Adjusted Returns

1-Year 3.06%
3-Year -2.93%
5-Year 2.17%
10-Year 1.85%

Performance & Risk

YTD Return -1.08%
5y Average Return 2.14%
Rank in Category (ytd) 75
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

Fund Overview

Category Intermediate Core-Plus Bond
Fund Family Carillon Family of Funds
Net Assets 1.61B
YTD Return -1.47%
Yield 4.43%
Morningstar Rating
Inception Date Nov 20, 2017

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets in bonds of varying maturities, including mortgage- and asset-backed securities. The bonds in which the fund may invest also include other fixed income instruments such as debt securities, to-be-announced securities, collateralized loan obligations (“CLOs”) and other similar instruments issued by various U.S. and non-U.S. public- or private-sector entities.

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