Carillon Reams Core Fund Year To Date Return
| SCPUXDelisted Fund | USD 29.86 0.00 0.00% |
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 Year To Date Return Analysis
Carillon Reams' Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Carillon Reams Year To Date Return | 5.58 % |
Most of Carillon Reams' fundamental indicators, such as Year To Date 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.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
CompetitionBased on the company's disclosures, Carillon Reams Core has a Year To Date Return of 5.5782%. This is much higher than that of the Carillon Family of Funds family and significantly higher than that of the Intermediate Core-Plus Bond category. The year to date return for all United States funds is notably lower than that of the firm.
Carillon Year To Date 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 Year To Date 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 year to date return among similar funds.
Carillon Fundamentals
| Total Asset | 1.04 B | |||
| Annual Yield | 0 % | |||
| Year To Date Return | 5.58 % | |||
| One Year Return | 3.80 % | |||
| Three Year Return | (2.63) % | |||
| Five Year Return | 1.89 % | |||
| Ten Year Return | 4.50 % | |||
| 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.
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Other Consideration for investing in Carillon Mutual Fund
If you are still planning to invest in Carillon Reams Core check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Carillon Reams' history and understand the potential risks before investing.
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