SCCIX vs. BERCX
Compare and contrast key facts about Carillon Reams Core Bond Fund (SCCIX) and Chartwell Mid Cap Value Fund (BERCX).
SCCIX is managed by Carillon Family of Funds. It was launched on Feb 23, 2001. BERCX is managed by Carillon Family of Funds. It was launched on May 1, 2002.
Performance
SCCIX vs. BERCX - Performance Comparison
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SCCIX vs. BERCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCCIX Carillon Reams Core Bond Fund | -0.08% | 7.63% | 1.45% | 5.41% | -13.22% | -1.96% | 15.39% | 7.96% | 1.24% | 3.40% |
BERCX Chartwell Mid Cap Value Fund | -1.38% | 11.77% | 11.35% | 6.93% | -11.61% | 27.30% | -3.83% | 23.31% | -10.92% | 16.98% |
Returns By Period
In the year-to-date period, SCCIX achieves a -0.08% return, which is significantly higher than BERCX's -1.38% return. Over the past 10 years, SCCIX has underperformed BERCX with an annualized return of 2.39%, while BERCX has yielded a comparatively higher 8.17% annualized return.
SCCIX
- 1D
- 0.65%
- 1M
- -2.10%
- YTD
- -0.08%
- 6M
- 0.92%
- 1Y
- 4.62%
- 3Y*
- 3.60%
- 5Y*
- 0.32%
- 10Y*
- 2.39%
BERCX
- 1D
- -0.90%
- 1M
- -11.09%
- YTD
- -1.38%
- 6M
- 4.15%
- 1Y
- 12.24%
- 3Y*
- 9.03%
- 5Y*
- 5.94%
- 10Y*
- 8.17%
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SCCIX vs. BERCX - Expense Ratio Comparison
SCCIX has a 0.40% expense ratio, which is lower than BERCX's 0.90% expense ratio.
Return for Risk
SCCIX vs. BERCX — Risk / Return Rank
SCCIX
BERCX
SCCIX vs. BERCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Carillon Reams Core Bond Fund (SCCIX) and Chartwell Mid Cap Value Fund (BERCX). 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.
| SCCIX | BERCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 0.65 | +0.41 |
Sortino ratioReturn per unit of downside risk | 1.54 | 1.06 | +0.48 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.14 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.99 | 0.84 | +1.15 |
Martin ratioReturn relative to average drawdown | 5.76 | 3.00 | +2.75 |
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
| SCCIX | BERCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 0.65 | +0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.35 | -0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.43 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.38 | +0.07 |
Correlation
The correlation between SCCIX and BERCX is -0.10. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
SCCIX vs. BERCX - Dividend Comparison
SCCIX's dividend yield for the trailing twelve months is around 4.35%, less than BERCX's 12.89% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCCIX Carillon Reams Core Bond Fund | 4.00% | 4.34% | 4.39% | 3.82% | 2.36% | 1.13% | 3.13% | 4.39% | 2.26% | 1.75% | 3.86% | 1.66% |
BERCX Chartwell Mid Cap Value Fund | 12.89% | 12.71% | 13.39% | 3.20% | 1.12% | 0.60% | 1.12% | 2.08% | 8.03% | 23.00% | 3.32% | 0.92% |
Drawdowns
SCCIX vs. BERCX - Drawdown Comparison
The maximum SCCIX drawdown since its inception was -22.19%, smaller than the maximum BERCX drawdown of -52.71%. Use the drawdown chart below to compare losses from any high point for SCCIX and BERCX.
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Drawdown Indicators
| SCCIX | BERCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.19% | -52.71% | +30.52% |
Max Drawdown (1Y)Largest decline over 1 year | -2.76% | -13.20% | +10.44% |
Max Drawdown (5Y)Largest decline over 5 years | -18.25% | -22.04% | +3.79% |
Max Drawdown (10Y)Largest decline over 10 years | -19.25% | -42.41% | +23.16% |
Current DrawdownCurrent decline from peak | -2.16% | -11.23% | +9.07% |
Average DrawdownAverage peak-to-trough decline | -3.50% | -7.56% | +4.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.95% | 3.70% | -2.75% |
Volatility
SCCIX vs. BERCX - Volatility Comparison
The current volatility for Carillon Reams Core Bond Fund (SCCIX) is 1.76%, while Chartwell Mid Cap Value Fund (BERCX) has a volatility of 5.71%. This indicates that SCCIX experiences smaller price fluctuations and is considered to be less risky than BERCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SCCIX | BERCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.76% | 5.71% | -3.95% |
Volatility (6M)Calculated over the trailing 6-month period | 2.79% | 12.01% | -9.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.65% | 20.25% | -15.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.32% | 17.15% | -10.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.17% | 19.18% | -14.01% |