Carillon Chartwell Financials
| CWSWX Fund | 14.18 0.12 0.84% |
Carillon |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Carillon Chartwell Fund Summary
Carillon Chartwell competes with Davis Financial, Financial Industries, 1919 Financial, Gabelli Global, and Transamerica Financial. 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.Specialization | Small Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Mutual Fund Family | Carillon Family of Funds |
| Mutual Fund Category | Small Value |
| Benchmark | Dow Jones Industrial |
Carillon Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Carillon Chartwell's current stock value. Our valuation model uses many indicators to compare Carillon Chartwell value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Carillon Chartwell competition to find correlations between indicators driving Carillon Chartwell's intrinsic value. More Info.Carillon Chartwell Small is the top fund in annual yield among similar funds. It also is the top fund in net asset among similar funds making up about 7,257,495,385 of Net Asset per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Carillon Chartwell's earnings, one of the primary drivers of an investment's value.Carillon Chartwell Small Systematic Risk
Carillon Chartwell's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Carillon Chartwell volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty with a total number of output elements of thirty-one. The Beta measures systematic risk based on how returns on Carillon Chartwell Small correlated with the market. If Beta is less than 0 Carillon Chartwell generally moves in the opposite direction as compared to the market. If Carillon Chartwell Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Carillon Chartwell Small is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Carillon Chartwell is generally in the same direction as the market. If Beta > 1 Carillon Chartwell moves generally in the same direction as, but more than the movement of the benchmark.
Carillon Chartwell July 21, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Carillon Chartwell help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Carillon Chartwell Small. We use our internally-developed statistical techniques to arrive at the intrinsic value of Carillon Chartwell Small based on widely used predictive technical indicators. In general, we focus on analyzing Carillon Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Carillon Chartwell's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.24 | |||
| Information Ratio | 0.0687 | |||
| Maximum Drawdown | 7.72 | |||
| Value At Risk | (1.81) | |||
| Potential Upside | 2.48 |
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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