Carillon Reams Core Fund Manager Performance Evaluation
| SCPEX Fund | USD 29.46 0.30 1.03% |
The fund shows a Beta (market volatility) of -0.0674, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Carillon Reams are expected to decrease at a much lower rate. During the bear market, Carillon Reams is likely to outperform the market.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Carillon Reams Core has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Carillon Reams is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Tesla Cybertruck Price, Review, Photos and Specs - Driving | 09/13/2024 |
| Expense Ratio | 1.5500 |
Carillon |
Carillon Reams Relative Risk vs. Return Landscape
If you would invest 2,984 in Carillon Reams Core on August 27, 2024 and sell it today you would lose (38.00) from holding Carillon Reams Core or give up 1.27% of portfolio value over 90 days. Carillon Reams Core is currently producing negative expected returns and takes up 0.3357% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Carillon, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Carillon Reams Current Valuation
Overvalued
Today
Please note that Carillon Reams' price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Carillon Reams Core shows a prevailing Real Value of $28.26 per share. The current price of the fund is $29.46. We determine the value of Carillon Reams Core from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we 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 Reams is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Carillon Mutual Fund. However, Carillon Reams' 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 29.46 | Real 28.26 | Hype 29.16 | Naive 29.12 |
The intrinsic value of Carillon Reams' 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 Reams' 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 Reams Core 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 Reams more accurately as focusing exclusively on Carillon Reams' fundamentals will not take into account other important factors: Carillon Reams Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Carillon Reams' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Carillon Reams Core, and traders can use it to determine the average amount a Carillon Reams' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.058
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SCPEX |
Estimated Market Risk
| 0.34 actual daily | 3 97% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Carillon Reams is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Carillon Reams by adding Carillon Reams to a well-diversified portfolio.
Carillon Reams Fundamentals Growth
Carillon Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Carillon Reams, and Carillon Reams 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.
| Total Asset | 1.04 B | ||||
About Carillon Reams Performance
Evaluating Carillon Reams' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Carillon Reams 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 Reams 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.
Under normal circumstances, the fund invests at least 80 percent of its net assets in bonds of varying maturities, including mortgage- and asset-backed securities. The bonds in which the fund may invest also include other fixed income instruments such as debt securities, to-be-announced securities, collateralized loan obligations and other similar instruments issued by various U.S. and non-U.S. public- or private-sector entities.Things to note about Carillon Reams Core performance evaluation
Checking the ongoing alerts about Carillon Reams for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Carillon Reams Core help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Carillon Reams Core generated a negative expected return over the last 90 days | |
| The fund generated three year return of -2.0% | |
| Carillon Reams Core maintains most of the assets in different exotic instruments. |
- Analyzing Carillon Reams' 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 Reams' stock is overvalued or undervalued compared to its peers.
- Examining Carillon Reams' 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 Reams' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Carillon Reams' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Carillon Reams' mutual fund. These opinions can provide insight into Carillon Reams' potential for growth and whether the stock is currently undervalued or overvalued.
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.
| Money Managers Screen money managers from public funds and ETFs managed around the world | |
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Companies Directory Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance |