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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

Risk overview

Morningstar risk rating★★
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

Risk statistics

3 years
BERCXCategory average
5 years
BERCXCategory average
10 years
BERCXCategory average
Alpha
-6.43-0.09
-8.06-0.07
-6.43-0.06
BETA
0.840.01
0.950.01
0.960.01
Mean annual return
0.260.01
0.630.01
0.520.01
R-squared
74.20.85
76.070.82
74.440.84
Standard deviation
17.370.25
19.750.2
16.910.17
Sharpe ratio
-0.010.01
0.270.01
0.280.01
Treynor ratio
-1.90.08
3.670.09
3.470.09