BERIX vs. SCPZX
Compare and contrast key facts about Chartwell Income Fund (BERIX) and Carillon Reams Core Plus Bond Fund (SCPZX).
BERIX is managed by Carillon Family of Funds. It was launched on Sep 2, 1987. SCPZX is managed by Carillon Family of Funds. It was launched on Nov 25, 1996.
Performance
BERIX vs. SCPZX - Performance Comparison
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BERIX vs. SCPZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BERIX Chartwell Income Fund | 3.53% | 13.23% | 7.20% | 7.77% | -10.14% | 7.35% | 4.49% | 9.69% | -0.81% | 3.92% |
SCPZX Carillon Reams Core Plus Bond Fund | 0.14% | 8.68% | 1.34% | 6.27% | -11.79% | -1.96% | 16.56% | 8.30% | 0.76% | 3.51% |
Returns By Period
In the year-to-date period, BERIX achieves a 3.53% return, which is significantly higher than SCPZX's 0.14% return. Over the past 10 years, BERIX has outperformed SCPZX with an annualized return of 4.99%, while SCPZX has yielded a comparatively lower 2.93% annualized return.
BERIX
- 1D
- 0.20%
- 1M
- -1.25%
- YTD
- 3.53%
- 6M
- 6.19%
- 1Y
- 13.23%
- 3Y*
- 9.06%
- 5Y*
- 4.94%
- 10Y*
- 4.99%
SCPZX
- 1D
- 0.63%
- 1M
- -1.97%
- YTD
- 0.14%
- 6M
- 1.14%
- 1Y
- 5.61%
- 3Y*
- 3.99%
- 5Y*
- 1.01%
- 10Y*
- 2.93%
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BERIX vs. SCPZX - Expense Ratio Comparison
BERIX has a 0.64% expense ratio, which is higher than SCPZX's 0.40% expense ratio.
Return for Risk
BERIX vs. SCPZX — Risk / Return Rank
BERIX
SCPZX
BERIX vs. SCPZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Chartwell Income Fund (BERIX) and Carillon Reams Core Plus Bond Fund (SCPZX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BERIX | SCPZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.54 | 1.29 | +1.25 |
Sortino ratioReturn per unit of downside risk | 3.26 | 1.84 | +1.42 |
Omega ratioGain probability vs. loss probability | 1.52 | 1.23 | +0.29 |
Calmar ratioReturn relative to maximum drawdown | 4.62 | 2.43 | +2.19 |
Martin ratioReturn relative to average drawdown | 17.20 | 7.87 | +9.34 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BERIX | SCPZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.54 | 1.29 | +1.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.84 | 0.16 | +0.68 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | 0.53 | +0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.07 | 0.34 | +0.72 |
Correlation
The correlation between BERIX and SCPZX is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
BERIX vs. SCPZX - Dividend Comparison
BERIX's dividend yield for the trailing twelve months is around 3.58%, less than SCPZX's 4.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BERIX Chartwell Income Fund | 3.58% | 3.97% | 3.90% | 3.36% | 3.54% | 2.58% | 3.07% | 3.03% | 5.83% | 5.22% | 2.76% | 2.45% |
SCPZX Carillon Reams Core Plus Bond Fund | 4.12% | 4.35% | 4.70% | 4.31% | 3.06% | 1.27% | 5.79% | 4.47% | 2.26% | 1.76% | 3.92% | 2.89% |
Drawdowns
BERIX vs. SCPZX - Drawdown Comparison
The maximum BERIX drawdown since its inception was -20.34%, smaller than the maximum SCPZX drawdown of -28.85%. Use the drawdown chart below to compare losses from any high point for BERIX and SCPZX.
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Drawdown Indicators
| BERIX | SCPZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.34% | -28.85% | +8.51% |
Max Drawdown (1Y)Largest decline over 1 year | -2.95% | -2.67% | -0.28% |
Max Drawdown (5Y)Largest decline over 5 years | -15.73% | -17.39% | +1.66% |
Max Drawdown (10Y)Largest decline over 10 years | -20.34% | -18.38% | -1.96% |
Current DrawdownCurrent decline from peak | -1.25% | -1.97% | +0.72% |
Average DrawdownAverage peak-to-trough decline | -2.60% | -3.76% | +1.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.79% | 0.83% | -0.04% |
Volatility
BERIX vs. SCPZX - Volatility Comparison
The current volatility for Chartwell Income Fund (BERIX) is 1.47%, while Carillon Reams Core Plus Bond Fund (SCPZX) has a volatility of 1.75%. This indicates that BERIX experiences smaller price fluctuations and is considered to be less risky than SCPZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BERIX | SCPZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.47% | 1.75% | -0.28% |
Volatility (6M)Calculated over the trailing 6-month period | 4.28% | 2.74% | +1.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.38% | 4.60% | +0.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.94% | 6.52% | -0.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.00% | 5.58% | +0.42% |