SCCIX vs. BERCX

Last updated Jun 3, 2026

SCCIX (Carillon Reams Core Bond Fund) and BERCX (Chartwell Mid Cap Value Fund) are both mutual funds - SCCIX is a Intermediate Core Bond fund managed by Carillon Family of Funds, while BERCX is a Mid Cap Value Equities fund managed by Carillon Family of Funds. Over the past 10 years, SCCIX returned 2.37%/yr vs 8.77%/yr for BERCX. At a correlation of -0.10, they often move in opposite directions. SCCIX charges 0.40%/yr vs 0.90%/yr for BERCX.

Performance

SCCIX vs. BERCX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Carillon Reams Core Bond Fund (SCCIX) and Chartwell Mid Cap Value Fund (BERCX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, SCCIX achieves a 0.50% return, which is significantly lower than BERCX's 8.82% return. Over the past 10 years, SCCIX has underperformed BERCX with an annualized return of 2.37%, while BERCX has yielded a comparatively higher 8.77% annualized return.

SCCIX

• 1D: -0.03%
• 1M: 0.15%
• YTD: 0.50%
• 6M: 0.39%
• 1Y: 5.92%
• 3Y*: 4.06%
• 5Y*: 0.17%
• 10Y*: 2.37%

BERCX

• 1D: -0.66%
• 1M: 0.95%
• YTD: 8.82%
• 6M: 11.23%
• 1Y: 22.73%
• 3Y*: 12.98%
• 5Y*: 6.76%
• 10Y*: 8.77%

*Multi-year figures are annualized to reflect compound growth (CAGR)

SCCIX vs. BERCX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
SCCIX Carillon Reams Core Bond Fund	0.50%	7.63%	1.45%	5.41%	-13.22%	-1.96%	15.39%	7.96%	1.24%	3.40%
BERCX Chartwell Mid Cap Value Fund	8.82%	11.77%	11.35%	6.93%	-11.61%	27.30%	-3.83%	23.31%	-10.92%	16.98%

Correlation

The correlation between SCCIX and BERCX is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.31
Correlation (3Y) Calculated over the trailing 3-year period	0.24
Correlation (5Y) Calculated over the trailing 5-year period	0.16
Correlation (10Y) Calculated over the trailing 10-year period	0.00
Correlation (All Time) Calculated using the full available price history since May 14, 2002	-0.10

The correlation between SCCIX and BERCX shifts across timeframes, from -0.10 (all time) to 0.31 (1 year), reflecting how their relationship changes across market environments.

Return for Risk

SCCIX vs. BERCX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SCCIX

SCCIX Risk / Return Rank: 23
SCCIX Sharpe Ratio Rank: 22
SCCIX Sortino Ratio Rank: 22
SCCIX Omega Ratio Rank: 20
SCCIX Calmar Ratio Rank: 26
SCCIX Martin Ratio Rank: 24

BERCX

BERCX Risk / Return Rank: 25
BERCX Sharpe Ratio Rank: 23
BERCX Sortino Ratio Rank: 26
BERCX Omega Ratio Rank: 24
BERCX Calmar Ratio Rank: 26
BERCX Martin Ratio Rank: 27

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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 ratio Return per unit of total volatility	1.34	1.40	-0.06
Sortino ratio Return per unit of downside risk	2.00	2.16	-0.16
Omega ratio Gain probability vs. loss probability	1.24	1.26	-0.02
Calmar ratio Return relative to maximum drawdown	1.92	1.95	-0.03
Martin ratio Return relative to average drawdown	6.03	6.62	-0.59
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SCCIX vs. BERCX - Sharpe Ratio Comparison

The current SCCIX Sharpe Ratio is 1.34, which is comparable to the BERCX Sharpe Ratio of 1.40. The chart below compares the historical Sharpe Ratios of SCCIX and BERCX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	SCCIX	BERCX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.34	1.40	-0.06
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.03	0.39	-0.36
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.46	0.46	0.00
Sharpe Ratio (All Time) Calculated using the full available price history	0.45	0.40	+0.05

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.

Drawdown Indicators

	SCCIX	BERCX	Difference
Max Drawdown Largest peak-to-trough decline	-22.19%	-52.71%	+30.52%
Max Drawdown (1Y) Largest decline over 1 year	-3.04%	-11.45%	+8.41%
Max Drawdown (3Y) Largest decline over 3 years	-7.40%	-19.57%	+12.17%
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 Drawdown Current decline from peak	-1.59%	-2.05%	+0.46%
Average Drawdown Average peak-to-trough decline	-3.49%	-7.53%	+4.04%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.97%	3.38%	-2.41%

Volatility

SCCIX vs. BERCX - Volatility Comparison

The current volatility for Carillon Reams Core Bond Fund (SCCIX) is 1.44%, while Chartwell Mid Cap Value Fund (BERCX) has a volatility of 4.32%. 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.

Volatility by Period

	SCCIX	BERCX	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.44%	4.32%	-2.88%
Volatility (6M) Calculated over the trailing 6-month period	2.95%	11.91%	-8.96%
Volatility (1Y) Calculated over the trailing 1-year period	4.17%	16.21%	-12.04%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	6.35%	17.32%	-10.97%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	5.19%	19.23%	-14.04%

SCCIX vs. BERCX - Expense Ratio Comparison

SCCIX has a 0.40% expense ratio, which is lower than BERCX's 0.90% expense ratio.

Dividends

SCCIX vs. BERCX - Dividend Comparison

SCCIX's dividend yield for the trailing twelve months is around 4.30%, less than BERCX's 11.68% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BERCX Chartwell Mid Cap Value Fund	11.68%	12.71%	13.39%	3.20%	1.12%	0.60%	1.12%	2.08%	8.03%	23.00%	3.32%	0.92%
SCCIX Carillon Reams Core Bond Fund	4.30%	4.34%	4.39%	3.82%	2.36%	1.13%	3.13%	4.39%	2.26%	1.75%	3.86%	1.66%

Frequently Asked Questions

Can I hold both SCCIX and BERCX in my portfolio?

SCCIX and BERCX have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, SCCIX or BERCX?

BERCX has higher volatility (4.32%) compared to SCCIX (1.44%). In terms of maximum drawdown, SCCIX dropped -22.19% vs BERCX's -52.71%.

Which has better risk-adjusted returns?

BERCX currently has the higher Sharpe Ratio (1.40 vs 1.34), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.