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Carillon Chartwell Mid Cap Value I (BERCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.00+0.05 (+0.29%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.53%
5-year average return4.08%
Number of years up14
Number of years down7
Best 1-yr total return (17 Jun 2024)38.64%
Worst 1-yr total return (17 Jun 2024)N/A
Best 3-yr total return38.64%
Worst 3-yr total return1.85%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBERCXCategory
YTD2.11%21.28%
1-month0.29%-1.96%
3-month0.29%4.90%
1-year12.35%55.83%
3-year1.68%11.08%
5-year5.74%11.93%
10-year4.88%10.64%
Last bull market25.28%25.54%
Last bear market-12.85%-22.08%

Annual total return (%) history

Year
BERCXCategory
2024
N/AN/A
2023
6.90%N/A
2022
-11.63%N/A
2021
27.30%N/A
2020
-3.83%2.63%
2019
23.31%25.18%
2018
-10.90%-12.86%
2017
16.86%13.22%
2016
28.68%18.06%
2015
-15.16%-5.41%
2014
-0.97%9.31%
2013
38.64%35.14%
2012
13.02%16.60%
2011
-2.59%-3.96%
2010
8.57%21.92%
2009
30.21%35.41%
2008
-28.61%-36.77%
2007
0.19%0.83%
2006
18.28%15.87%
2005
5.40%8.82%
2004
10.62%17.85%
2003
17.09%33.85%
2002
N/A-13.25%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.61%N/AN/AN/A
20231.27%3.05%-8.01%11.35%
2022-0.69%-12.85%-4.83%7.30%
202110.66%3.03%-0.29%11.99%
2020-30.78%16.21%1.43%17.88%
201912.09%4.60%1.77%3.34%
2018-4.89%4.47%3.07%-13.00%
20174.34%-1.45%6.28%6.93%
20167.66%3.49%6.47%8.47%
2015-3.73%-4.13%-10.88%3.16%
20141.53%2.57%-5.40%0.51%
201310.75%5.44%9.02%8.90%
201214.08%-7.93%3.83%3.64%
20114.77%-1.85%-15.36%11.92%
20104.74%-9.98%7.93%6.69%
2009-11.11%16.36%16.77%7.82%
2008-3.67%-2.52%-2.97%-21.65%
20071.69%5.85%-2.76%-4.28%
20065.87%-0.50%5.21%6.72%
20051.10%2.95%3.32%-2.00%
20042.07%2.20%-0.91%7.02%
2003-2.43%8.50%1.72%8.73%
2002-3.73%6.34%N/AN/A

Rank in category (by total return)

YTD89
1-month99
3-month95
1-year95
3-year88
5-year99

Load adjusted returns

1-year12.35%
3-year1.68%
5-year5.74%
10-year4.88%