Carillon Scout Financial Statements From 2010 to 2024
| CSMUX Fund | USD 28.49 0.04 0.14% |
Check Carillon Scout financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Carillon Scout's main balance sheet or income statement drivers, such as , as well as many indicators such as . Carillon financial statements analysis is a perfect complement when working with Carillon Scout Valuation or Volatility modules.
Carillon |
Carillon Scout Mid Mutual Fund Three Year Return Analysis
Carillon Scout's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Carillon Scout Three Year Return | 7.34 % |
Most of Carillon Scout's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Carillon Scout Mid is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
| Competition |
Based on the latest financial disclosure, Carillon Scout Mid has a Three Year Return of 7.3409%. This is 68.67% lower than that of the Carillon Family of Funds family and significantly higher than that of the Mid-Cap Blend category. The three year return for all United States funds is notably lower than that of the firm.
Carillon Scout Mid Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Carillon Scout's current stock value. Our valuation model uses many indicators to compare Carillon Scout value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Carillon Scout competition to find correlations between indicators driving Carillon Scout's intrinsic value. More Info.Carillon Scout Mid is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 12,190 of Year To Date Return 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 Scout's earnings, one of the primary drivers of an investment's value.About Carillon Scout Financial Statements
Carillon Scout investors use historical fundamental indicators, such as Carillon Scout's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Carillon Scout. Please read more on our technical analysis and fundamental analysis pages.
Under normal circumstances, at least 80 percent of the funds net assets will be invested in mid cap equity securities. The funds portfolio managers consider mid-capitalization companies to be those companies that, at the time of initial purchase, have market capitalizations greater than 1 billion and equal to or less than the largest company in the Russell Midcap Index during the most recent 12-month period. It maintains a portfolio of investments diversified across companies and economic sectors.
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 Scout 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 Scout security.
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets |