Carillon Scout Small Fund Beta
| CSSJX Fund | USD 21.32 0.29 1.38% |
As of the 10th of February, Carillon Scout shows the Risk Adjusted Performance of (0.05), mean deviation of 1.74, and Standard Deviation of 4.76. Carillon Scout Small technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the entity's future prices.
Carillon Scout's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Carillon Scout's valuation are provided below:Carillon Scout Small does not presently have any fundamental signals for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Carillon |
Carillon Scout 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Carillon Scout's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Carillon Scout.
| 11/12/2025 |
| 02/10/2026 |
If you would invest 0.00 in Carillon Scout on November 12, 2025 and sell it all today you would earn a total of 0.00 from holding Carillon Scout Small or generate 0.0% return on investment in Carillon Scout over 90 days. Carillon Scout is related to or competes with Rational Strategic, Morningstar Unconstrained, Principal Lifetime, Jhancock Disciplined, Touchstone Large, and Strategic Allocation:. Under normal circumstances, the fund will invest at least 80 percent of its net assets in common stocks of small capital... More
Carillon Scout Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Carillon Scout's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Carillon Scout Small upside and downside potential and time the market with a certain degree of confidence.
| Information Ratio | (0.1) | |||
| Maximum Drawdown | 39.94 | |||
| Value At Risk | (2.31) | |||
| Potential Upside | 2.22 |
Carillon Scout Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Carillon Scout's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Carillon Scout's standard deviation. In reality, there are many statistical measures that can use Carillon Scout historical prices to predict the future Carillon Scout's volatility.| Risk Adjusted Performance | (0.05) | |||
| Jensen Alpha | (0.49) | |||
| Total Risk Alpha | (0.89) | |||
| Treynor Ratio | (0.28) |
Carillon Scout February 10, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | (0.05) | |||
| Market Risk Adjusted Performance | (0.27) | |||
| Mean Deviation | 1.74 | |||
| Coefficient Of Variation | (1,326) | |||
| Standard Deviation | 4.76 | |||
| Variance | 22.69 | |||
| Information Ratio | (0.1) | |||
| Jensen Alpha | (0.49) | |||
| Total Risk Alpha | (0.89) | |||
| Treynor Ratio | (0.28) | |||
| Maximum Drawdown | 39.94 | |||
| Value At Risk | (2.31) | |||
| Potential Upside | 2.22 | |||
| Skewness | (6.99) | |||
| Kurtosis | 53.8 |
Carillon Scout Small Backtested Returns
Carillon Scout Small secures Sharpe Ratio (or Efficiency) of -0.0836, which signifies that the fund had a -0.0836 % return per unit of risk over the last 3 months. Carillon Scout Small exposes twenty-one different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please confirm Carillon Scout's Risk Adjusted Performance of (0.05), standard deviation of 4.76, and Mean Deviation of 1.74 to double-check the risk estimate we provide. The fund shows a Beta (market volatility) of 1.33, which signifies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Carillon Scout will likely underperform.
Auto-correlation | 0.71 |
Good predictability
Carillon Scout Small has good predictability. Overlapping area represents the amount of predictability between Carillon Scout time series from 12th of November 2025 to 27th of December 2025 and 27th of December 2025 to 10th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Carillon Scout Small price movement. The serial correlation of 0.71 indicates that around 71.0% of current Carillon Scout price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.71 | |
| Spearman Rank Test | 0.55 | |
| Residual Average | 0.0 | |
| Price Variance | 0.22 |
In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
| Competition |
In accordance with the recently published financial statements, Carillon Scout Small has a Beta of 0.0. This indicator is about the same for the Carillon Family of Funds average (which is currently at 0.0) family and about the same as Small Growth (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Carillon Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Carillon Scout's current stock value. Our valuation model uses many indicators to compare Carillon Scout value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Carillon Scout competition to find correlations between indicators driving Carillon Scout's intrinsic value. More Info.Carillon Scout Small is second largest fund in year to date return among similar funds. It also is second largest fund in one year return among similar funds reporting about 2.39 of One Year Return per Year To Date Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Carillon Scout's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Carillon Scout
The fund invests 100.0% of asset under management in tradable equity instruments, with the rest of investments concentrated in .Asset allocation divides Carillon Scout's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors for a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Carillon Fundamentals
| Total Asset | 790 K | ||||
| Year To Date Return | 8.74 % | ||||
| One Year Return | 20.87 % | ||||
| Three Year Return | 12.69 % | ||||
| Five Year Return | 3.07 % | ||||
| Ten Year Return | 11.02 % | ||||
| Net Asset | 195.26 M | ||||
| Equity Positions Weight | 100.00 % |
About Carillon Scout Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Carillon Scout Small's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Carillon Scout using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Carillon Scout Small based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Carillon Mutual Fund
Carillon Scout financial ratios help investors to determine whether Carillon Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Carillon with respect to the benefits of owning Carillon Scout security.
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