Carillon Chartwell Small Fund Manager Performance Evaluation
| CWSHX Fund | 15.13 0.01 0.07% |
The fund shows a Beta (market volatility) of 1.27, which signifies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Carillon Chartwell will likely underperform.
Risk-Adjusted Performance
Weak
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Carillon Chartwell Small are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical indicators, Carillon Chartwell is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreCarillon |
Carillon Chartwell Relative Risk vs. Return Landscape
If you would invest 1,471 in Carillon Chartwell Small on September 21, 2025 and sell it today you would earn a total of 35.00 from holding Carillon Chartwell Small or generate 2.38% return on investment over 90 days. Carillon Chartwell Small is currently producing 0.0436% returns and takes up 1.1786% volatility of returns over 90 trading days. Put another way, 10% 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 Chartwell Current Valuation
Fairly Valued
Today
Please note that Carillon Chartwell's price fluctuation is very steady at this time. Based on Macroaxis valuation methodology, the entity is fairly valued. Carillon Chartwell Small shows a prevailing Real Value of USD14.98 per share. The current price of the fund is USD15.13. 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 15.13 | Real 14.98 | Hype 15.13 | Naive 14.78 |
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 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Carillon Chartwell's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Carillon Chartwell Small, and traders can use it to determine the average amount a Carillon Chartwell's 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 = 0.037
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| Negative Returns | CWSHX |
Based on monthly moving average Carillon Chartwell is performing at about 2% of its full potential. 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 Chartwell by adding it to a well-diversified portfolio.
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.
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.| Latest headline from news.google.com: These Stock Funds Are Crushing the Market. Here Are Their Picks for 2026. - Barrons | |
| 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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