Carillon Scout Financial Statements From 2010 to 2025

CSSVX Fund  USD 26.72  0.17  0.64%   
Carillon Scout financial statements provide useful quarterly and yearly information to potential Carillon Scout Small investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Carillon Scout financial statements helps investors assess Carillon Scout's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Carillon Scout's valuation are summarized below:
Carillon Scout Small does not presently have any fundamental signals for analysis.
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.
  
This module can also supplement various Carillon Scout Technical models . Check out the analysis of Carillon Scout Correlation against competitors.

Carillon Scout Small Mutual Fund Five Year Return Analysis

Carillon Scout's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.

Five Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Five Year Return | All Equity Analysis

Current Carillon Scout Five Year Return

    
  12.23 %  
Most of Carillon Scout's fundamental indicators, such as Five 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 Small is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Competition

According to the company disclosure, Carillon Scout Small has a Five Year Return of 12.2287%. This is 28.74% lower than that of the Carillon Family of Funds family and significantly higher than that of the Small Growth category. The five year return for all United States funds is notably lower than that of the firm.

Carillon Scout Small 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 Small is the top fund in year to date return among similar funds. It also is the top fund in one year return among similar funds reporting about  14.20  of One Year Return per Year To Date Return. 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, the fund will invest at least 80 percent of its net assets in common stocks of small capitalization U.S. companies. The fund typically invests in common stocks, including U.S. dollar denominated securities of issuers based outside the U.S. .

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.
Equity Search
Search for actively traded equities including funds and ETFs from over 30 global markets
Fundamental Analysis
View fundamental data based on most recent published financial statements
Analyst Advice
Analyst recommendations and target price estimates broken down by several categories