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Carillon Scout Small Cap Fund (UMBHX) Sortino Ratio

Mutual Fund · Currency in USD · Last updated Aug 1, 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.

Sortino 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 Sortino 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 Aug 1, 2026.

SymbolName1Y Sortino Ratio5Y Sortino Ratio10Y Sortino RatioAll Time Sortino Ratio
DSCIXDana Epiphany ESG Small Cap Equity Fund3.22
ORIGXNorth Square Spectrum Alpha Fund2.66
RYWCXRydex S&P SmallCap 600 Pure Growth Fund2.57
NESIXNeedham Small Cap Growth Fund Institutional2.50
NESGXNeedham Small Cap Growth Fund2.47
DMCRXDriehaus Micro Cap Growth Fund2.47
FGROXEmerald Growth Fund Institutional Class2.43
HSPGXEmerald Growth Fund2.42
OBMCXOberweis Micro Cap Fund2.38
QISGXFederated Hermes MDT Small Cap Growth Fund2.36
UMBHXCarillon Scout Small Cap Fund—
Benchmark

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Time Period

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Historical Sortino Ratio

The chart shows UMBHX's rolling Sortino ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to downside risk, while declining trends may signal deteriorating risk-adjusted performance or increased volatility during market stress. 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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