Carillon Chartwell Small Fund Manager Performance Evaluation
| CWSWX Fund | 13.21 0.05 0.38% |
The fund shows a Beta (market volatility) of -0.0472, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Carillon Chartwell are expected to decrease at a much lower rate. During the bear market, Carillon Chartwell is likely to outperform the market.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Carillon Chartwell Small are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Carillon Chartwell showed solid returns over the last few months and may actually be approaching a breakup point.
...more1 | Vanguard Funds, Others Are Issuing Capital Gains for 2025. This Is Gonna Hurt. - Barrons | 11/17/2025 |
Carillon |
Carillon Chartwell Relative Risk vs. Return Landscape
If you would invest 928.00 in Carillon Chartwell Small on November 1, 2025 and sell it today you would earn a total of 393.00 from holding Carillon Chartwell Small or generate 42.35% return on investment over 90 days. Carillon Chartwell Small is currently producing 0.645% returns and takes up 3.5832% volatility of returns over 90 trading days. Put another way, 32% of traded mutual funds are less volatile than Carillon, and 87% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Carillon Chartwell Current Valuation
Overvalued
Today
Please note that Carillon Chartwell's price fluctuation is somewhat reliable at this time. Based on Macroaxis valuation methodology, the entity is overvalued. Carillon Chartwell Small shows a prevailing Real Value of USD12.71 per share. The current price of the fund is USD13.21. Our model approximates the value of Carillon Chartwell Small from analyzing the entity technical indicators and probability of bankruptcy. In general, investors favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Carillon Chartwell is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Carillon Mutual Fund. However, Carillon Chartwell's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 13.21 | Real 12.71 | Hype 13.21 | Naive 12.53 |
The intrinsic value of Carillon Chartwell's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Carillon Chartwell's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Carillon Chartwell Small helps investors to forecast how Carillon mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Carillon Chartwell more accurately as focusing exclusively on Carillon Chartwell's fundamentals will not take into account other important factors: Carillon Chartwell Target Price Odds to finish over Current Price
The tendency of Carillon Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 13.21 | 90 days | 13.21 | about 6.23 |
Based on a normal probability distribution, the odds of Carillon Chartwell to move above the current price in 90 days from now is about 6.23 (This Carillon Chartwell Small probability density function shows the probability of Carillon Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Carillon Chartwell Small has a beta of -0.0472 suggesting as returns on the benchmark increase, returns on holding Carillon Chartwell are expected to decrease at a much lower rate. During a bear market, however, Carillon Chartwell Small is likely to outperform the market. Additionally Carillon Chartwell Small has an alpha of 0.5437, implying that it can generate a 0.54 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Carillon Chartwell Price Density |
| Price |
Predictive Modules for Carillon Chartwell
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Carillon Chartwell Small. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.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 Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Carillon Chartwell is not an exception. The market had few large corrections towards the Carillon Chartwell's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Carillon Chartwell Small, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Carillon Chartwell within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.54 | |
β | Beta against Dow Jones | -0.05 | |
σ | Overall volatility | 1.68 | |
Ir | Information ratio | 0.14 |
Carillon Chartwell Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Carillon Chartwell for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Carillon Chartwell Small can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Carillon Chartwell appears to be risky and price may revert if volatility continues | |
| The fund holds all of the assets under management (AUM) in different types of exotic instruments |
Carillon Chartwell Fundamentals Growth
Carillon Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Carillon Chartwell, and Carillon Chartwell fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Carillon Mutual Fund performance.
About Carillon Chartwell Performance
Evaluating Carillon Chartwell's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Carillon Chartwell has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Carillon Chartwell has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of its net assets in common stocks of small capitalization U.S. companies. The funds sub-adviser considers small capitalization companies to be those companies that, at the time of initial purchase, have a market capitalization within the range of the Russell 2000 Value Index during the most recent 12-month period. The fund may invest up to 20 percent of its assets in U.S. dollar denominated securities of issuers based outside of the U.S.Things to note about Carillon Chartwell Small performance evaluation
Checking the ongoing alerts about Carillon Chartwell for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Carillon Chartwell Small help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Carillon Chartwell appears to be risky and price may revert if volatility continues | |
| The fund holds all of the assets under management (AUM) in different types of exotic instruments |
- Analyzing Carillon Chartwell's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Carillon Chartwell's stock is overvalued or undervalued compared to its peers.
- Examining Carillon Chartwell's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Carillon Chartwell's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Carillon Chartwell's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Carillon Chartwell's mutual fund. These opinions can provide insight into Carillon Chartwell's potential for growth and whether the stock is currently undervalued or overvalued.
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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