Carillon Chartwell Small Fund Price on December 27, 2024
| CWSHX Fund | 15.06 6.20 29.16% |
If you're considering investing in Carillon Mutual Fund, it is important to understand the factors that can impact its price. As of today, the current price of Carillon Chartwell stands at 15.06, as last reported on the 31st of December, with the highest price reaching 15.06 and the lowest price hitting 15.06 during the day. Carillon Chartwell Small secures Sharpe Ratio (or Efficiency) of -0.1, which signifies that the fund had a -0.1% return per unit of risk over the last 3 months. Carillon Chartwell Small exposes twenty-eight different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please confirm Carillon Chartwell's Risk Adjusted Performance of 0.046, downside deviation of 1.1, and Mean Deviation of 0.8504 to double-check the risk estimate we provide.
Carillon Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Carillon |
Sharpe Ratio = -0.1032
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| Negative Returns | CWSHX |
Estimated Market Risk
| 3.94 actual daily | 35 65% of assets are more volatile |
Expected Return
| -0.41 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.1 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Carillon Chartwell 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 Chartwell by adding Carillon Chartwell to a well-diversified portfolio.
Carillon Chartwell Valuation on December 27, 2024
It is possible to determine the worth of Carillon Chartwell on a given historical date. On December 27, 2024 Carillon was worth 21.26 at the beginning of the trading date compared to the closed value of 21.26. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Carillon Chartwell mutual fund. Still, in general, we apply an absolute valuation method to find Carillon Chartwell's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Carillon Chartwell where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Carillon Chartwell's related companies.
| Open | High | Low | Close | Volume | |
| 21.48 | 21.48 | 21.48 | 21.48 | 1.00 | |
12/27/2024 | 21.26 | 21.26 | 21.26 | 21.26 | 1.00 |
| 15.06 | 15.06 | 15.06 | 15.06 | 1.00 |
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Carillon Chartwell Trading Date Momentum on December 27, 2024
| On December 30 2024 Carillon Chartwell Small was traded for 15.06 at the closing time. The highest daily price throughout the period was 15.06 and the lowest price was 15.06 . There was no trading activity during the period 1.0. Lack of trading volume on 12/30/2024 added to the next day price reduction. The overall trading delta to closing price of the next trading day was 29.16% . The overall trading delta to current closing price is 29.16% . |
About Carillon Chartwell Mutual Fund history
Carillon Chartwell investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Carillon is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Carillon Chartwell Small will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Carillon Chartwell stock prices may prove useful in developing a viable investing in Carillon Chartwell
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.
Carillon Chartwell Mutual Fund Technical Analysis
Carillon Chartwell technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Carillon Chartwell Period Price Range
Low | December 31, 2024
| High |
0.00 | 0.00 |
Carillon Chartwell Small cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Carillon Chartwell December 31, 2024 Market Strength
Market strength indicators help investors to evaluate how Carillon Chartwell mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Carillon Chartwell shares will generate the highest return on investment. By undertsting and applying Carillon Chartwell mutual fund market strength indicators, traders can identify Carillon Chartwell Small entry and exit signals to maximize returns
Carillon Chartwell Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Carillon Chartwell's price direction in advance. Along with the technical and fundamental analysis of Carillon Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Carillon to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.046 | |||
| Jensen Alpha | 0.0573 | |||
| Total Risk Alpha | 0.0537 | |||
| Sortino Ratio | 0.0503 | |||
| Treynor Ratio | 0.3498 |
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| Volume Indicators |
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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