Carillon Scout Small Fund Key Fundamental Indicators
| CSSVX Fund | USD 22.81 0.28 1.24% |
As of the 3rd of February, Carillon Scout shows the Standard Deviation of 4.73, risk adjusted performance of (0.06), and Mean Deviation of 1.72. 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.
| 11/05/2025 |
| 02/03/2026 |
If you would invest 0.00 in Carillon Scout on November 5, 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 Virtus Emerging, T Rowe, Pace Small/medium, Ab Discovery, Lord Abbett, and Boston Partners. 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 | (0.11) | |||
| Maximum Drawdown | 39.96 | |||
| Value At Risk | (2.31) | |||
| Potential Upside | 2.13 |
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 | (0.06) | |||
| Jensen Alpha | (0.52) | |||
| Total Risk Alpha | (0.75) | |||
| Treynor Ratio | (0.35) |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Carillon Scout's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Carillon Scout February 3, 2026 Technical Indicators
| Cycle Indicators | ||
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| Math Transform | ||
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| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | (0.06) | |||
| Market Risk Adjusted Performance | (0.34) | |||
| Mean Deviation | 1.72 | |||
| Coefficient Of Variation | (1,058) | |||
| Standard Deviation | 4.73 | |||
| Variance | 22.34 | |||
| Information Ratio | (0.11) | |||
| Jensen Alpha | (0.52) | |||
| Total Risk Alpha | (0.75) | |||
| Treynor Ratio | (0.35) | |||
| Maximum Drawdown | 39.96 | |||
| Value At Risk | (2.31) | |||
| Potential Upside | 2.13 | |||
| Skewness | (7.11) | |||
| Kurtosis | 54.95 |
Carillon Scout Small Backtested Returns
Carillon Scout Small secures Sharpe Ratio (or Efficiency) of -0.0995, which signifies that the fund had a -0.0995 % return per unit of risk over the last 3 months. Carillon Scout Small exposes twenty-two different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please confirm Carillon Scout's Standard Deviation of 4.73, mean deviation of 1.72, and Risk Adjusted Performance of (0.06) to double-check the risk estimate we provide. The fund shows a Beta (market volatility) of 1.29, 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 | 0.07 |
Virtually no predictability
Carillon Scout Small has virtually no predictability. Overlapping area represents the amount of predictability between Carillon Scout time series from 5th of November 2025 to 20th of December 2025 and 20th of December 2025 to 3rd 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 0.07 indicates that barely 7.0% of current Carillon Scout price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.07 | |
| Spearman Rank Test | 0.17 | |
| Residual Average | 0.0 | |
| Price Variance | 14.06 |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
| Competition |
According to the company disclosure, Carillon Scout Small has a Five Year Return of 4.074%. This is 76.26% lower than that of the Carillon Family of Funds family and significantly higher than that of the Small Growth category. The five year return for all United States funds is notably lower than that of the firm.
Carillon Scout Small Fundamental Drivers 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 the top fund in year to date return among similar funds. It also is the top fund in one year return among similar funds reporting about 2.30 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.Carillon Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Carillon Scout's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Carillon Scout could also be used in its relative valuation, which is a method of valuing Carillon Scout by comparing valuation metrics of similar companies.Carillon Scout is currently under evaluation in five year return among similar funds.
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 the top fund in year to date return among similar funds. It also is the top fund in one year return among similar funds reporting about 2.30 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 | 277.65 M | ||||
| Year To Date Return | 5.83 % | ||||
| One Year Return | 13.40 % | ||||
| Three Year Return | 13.77 % | ||||
| Five Year Return | 4.07 % | ||||
| Ten Year Return | 12.17 % | ||||
| Net Asset | 364.74 M | ||||
| Last Dividend Paid | 0.02 | ||||
| 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.Under normal circumstances, the fund will invest at least 80 percent of its net assets in common stocks of small capitalization U.S. companies. The fund typically invests in common stocks, including U.S. dollar denominated securities of issuers based outside the U.S. .
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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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