Carillon Reams Core Fund Ten Year Return
| SCPDX Fund | USD 29.71 0.30 1.02% |
Carillon Reams Core fundamentals help investors to digest information that contributes to Carillon Reams' financial success or failures. It also enables traders to predict the movement of Carillon Mutual Fund. The fundamental analysis module provides a way to measure Carillon Reams' intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Carillon Reams mutual fund.
Carillon |
Carillon Reams Core Mutual Fund Ten Year Return Analysis
Carillon Reams' Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Carillon Reams Ten Year Return | 4.75 % |
Most of Carillon Reams' fundamental indicators, such as Ten Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Carillon Reams Core is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
| Competition |
Based on the latest financial disclosure, Carillon Reams Core has a Ten Year Return of 4.75%. This is 57.82% lower than that of the Carillon Family of Funds family and significantly higher than that of the Intermediate Core-Plus Bond category. The ten year return for all United States funds is notably lower than that of the firm.
Carillon Ten Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Carillon Reams' direct or indirect competition against its Ten 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 Reams could also be used in its relative valuation, which is a method of valuing Carillon Reams by comparing valuation metrics of similar companies.Carillon Reams is currently under evaluation in ten year return among similar funds.
Carillon Fundamentals
| Total Asset | 1.04 B | ||||
| Annual Yield | 0 % | ||||
| Year To Date Return | 1.76 % | ||||
| One Year Return | 6.47 % | ||||
| Three Year Return | (1.58) % | ||||
| Five Year Return | 1.36 % | ||||
| Ten Year Return | 4.75 % | ||||
| Net Asset | 603.45 M | ||||
| Last Dividend Paid | 0.01 | ||||
| Cash Position Weight | (14.18) % | ||||
| Bond Positions Weight | 4.34 % |
About Carillon Reams Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Carillon Reams Core's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Carillon Reams using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Carillon Reams Core 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.
Also Currently Popular
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 Reams 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 Reams security.
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas | |
| Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk |