Carillon Chartwell Mid Fund Market Value
| BERDX Fund | 18.37 0.11 0.60% |
| Symbol | Carillon |
Carillon Chartwell '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 Chartwell'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 Chartwell.
| 11/14/2025 |
| 02/12/2026 |
If you would invest 0.00 in Carillon Chartwell on November 14, 2025 and sell it all today you would earn a total of 0.00 from holding Carillon Chartwell Mid or generate 0.0% return on investment in Carillon Chartwell over 90 days. Carillon Chartwell is related to or competes with Chartwell Short, Carillon Chartwell, Chartwell Short, Carillon Chartwell, Eagle Growth, Eagle Growth, and Eagle Growth. The fund will invest at least 80 percent of its net assets in common stocks of mid-capitalization U.S More
Carillon Chartwell 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 Chartwell'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 Chartwell Mid upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.8444 | |||
| Information Ratio | 0.1939 | |||
| Maximum Drawdown | 15.04 | |||
| Value At Risk | (1.01) | |||
| Potential Upside | 2.42 |
Carillon Chartwell Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Carillon Chartwell's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Carillon Chartwell's standard deviation. In reality, there are many statistical measures that can use Carillon Chartwell historical prices to predict the future Carillon Chartwell's volatility.| Risk Adjusted Performance | 0.2026 | |||
| Jensen Alpha | 0.4553 | |||
| Total Risk Alpha | 0.2381 | |||
| Sortino Ratio | 0.4368 | |||
| Treynor Ratio | 6.25 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Carillon Chartwell'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 Chartwell February 12, 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 | 0.2026 | |||
| Market Risk Adjusted Performance | 6.26 | |||
| Mean Deviation | 1.0 | |||
| Downside Deviation | 0.8444 | |||
| Coefficient Of Variation | 402.84 | |||
| Standard Deviation | 1.9 | |||
| Variance | 3.62 | |||
| Information Ratio | 0.1939 | |||
| Jensen Alpha | 0.4553 | |||
| Total Risk Alpha | 0.2381 | |||
| Sortino Ratio | 0.4368 | |||
| Treynor Ratio | 6.25 | |||
| Maximum Drawdown | 15.04 | |||
| Value At Risk | (1.01) | |||
| Potential Upside | 2.42 | |||
| Downside Variance | 0.713 | |||
| Semi Variance | (0.09) | |||
| Expected Short fall | (1.23) | |||
| Skewness | 4.85 | |||
| Kurtosis | 31.94 |
Carillon Chartwell Mid Backtested Returns
Carillon Chartwell appears to be very steady, given 3 months investment horizon. Carillon Chartwell Mid secures Sharpe Ratio (or Efficiency) of 0.24, which signifies that the fund had a 0.24 % return per unit of risk over the last 3 months. We have found twenty-five technical indicators for Carillon Chartwell Mid, which you can use to evaluate the volatility of the entity. Please makes use of Carillon Chartwell's Risk Adjusted Performance of 0.2026, mean deviation of 1.0, and Coefficient Of Variation of 402.84 to double-check if our risk estimates are consistent with your expectations. The fund shows a Beta (market volatility) of 0.0739, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Carillon Chartwell's returns are expected to increase less than the market. However, during the bear market, the loss of holding Carillon Chartwell is expected to be smaller as well.
Auto-correlation | 0.84 |
Very good predictability
Carillon Chartwell Mid has very good predictability. Overlapping area represents the amount of predictability between Carillon Chartwell time series from 14th of November 2025 to 29th of December 2025 and 29th of December 2025 to 12th 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 Chartwell Mid price movement. The serial correlation of 0.84 indicates that around 84.0% of current Carillon Chartwell price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.84 | |
| Spearman Rank Test | 0.79 | |
| Residual Average | 0.0 | |
| Price Variance | 0.19 |
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 Chartwell 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 Chartwell security.
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