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Carillon Scout Small Cap Fund (UMBHX) Sharpe Ratio

Mutual Fund · Currency in USD · Last updated Jun 5, 2026

The investment seeks long-term growth of capital. The fund pursues its objective by investing, under normal circumstances, at least 80% of its net assets in equity securities (mostly common stocks) of small cap companies located anywhere in the United States. The fund's portfolio managers consider small-capitalization companies to be those companies that, at the time of initial purchase, have a market capitalization equal to or less than the largest company in the Russell 2000 Growth Index during the most recent 12-month period.

Sharpe ratio is not yet available for UMBHX. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.

How it compares to other similar mutual funds

The table compares Carillon Scout Small Cap Fund's Sharpe Ratio with other mutual funds in the Small Cap Growth Equities category across multiple time periods, showing how UMBHX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 5, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
NESIXNeedham Small Cap Growth Fund Institutional4.12
NESGXNeedham Small Cap Growth Fund4.08
NEAIXNeedham Aggressive Growth Fund Institutional Class3.72
NEAGXNeedham Aggressive Growth Fund3.68
OBMCXOberweis Micro Cap Fund3.02
HRSMXHood River Small-Cap Growth Fund2.92
DMCRXDriehaus Micro Cap Growth Fund2.73
FGROXEmerald Growth Fund Institutional Class2.69
HSPGXEmerald Growth Fund2.68
ODIIXInvesco Discovery Fund Class R62.63
UMBHXCarillon Scout Small Cap Fund—

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows UMBHX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when UMBHX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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