SCCIX vs. SCPZX
Compare and contrast key facts about Carillon Reams Core Bond Fund (SCCIX) and Carillon Reams Core Plus Bond Fund (SCPZX).
SCCIX is managed by Carillon Family of Funds. It was launched on Feb 23, 2001. SCPZX is managed by Carillon Family of Funds. It was launched on Nov 25, 1996.
Performance
SCCIX vs. SCPZX - Performance Comparison
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SCCIX vs. SCPZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCCIX Carillon Reams Core Bond Fund | 0.10% | 7.63% | 1.45% | 5.41% | -13.22% | -1.96% | 15.39% | 7.96% | 1.24% | 3.40% |
SCPZX Carillon Reams Core Plus Bond Fund | 0.38% | 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, SCCIX achieves a 0.10% return, which is significantly lower than SCPZX's 0.38% return. Over the past 10 years, SCCIX has underperformed SCPZX with an annualized return of 2.41%, while SCPZX has yielded a comparatively higher 2.95% annualized return.
SCCIX
- 1D
- 0.18%
- 1M
- -1.54%
- YTD
- 0.10%
- 6M
- 0.83%
- 1Y
- 4.54%
- 3Y*
- 3.66%
- 5Y*
- 0.28%
- 10Y*
- 2.41%
SCPZX
- 1D
- 0.23%
- 1M
- -1.40%
- YTD
- 0.38%
- 6M
- 1.13%
- 1Y
- 5.50%
- 3Y*
- 4.07%
- 5Y*
- 0.98%
- 10Y*
- 2.95%
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SCCIX vs. SCPZX - Expense Ratio Comparison
Both SCCIX and SCPZX have an expense ratio of 0.40%.
Return for Risk
SCCIX vs. SCPZX — Risk / Return Rank
SCCIX
SCPZX
SCCIX vs. SCPZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Carillon Reams Core Bond Fund (SCCIX) 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.
| SCCIX | SCPZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 1.28 | -0.24 |
Sortino ratioReturn per unit of downside risk | 1.51 | 1.83 | -0.32 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.23 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.84 | 2.30 | -0.45 |
Martin ratioReturn relative to average drawdown | 5.30 | 7.36 | -2.06 |
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 | SCPZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 1.28 | -0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.15 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.53 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.34 | +0.11 |
Correlation
The correlation between SCCIX and SCPZX is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
SCCIX vs. SCPZX - Dividend Comparison
SCCIX's dividend yield for the trailing twelve months is around 3.99%, more than SCPZX's 3.82% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCCIX Carillon Reams Core Bond Fund | 3.99% | 4.34% | 4.39% | 3.82% | 2.36% | 1.13% | 3.13% | 4.39% | 2.26% | 1.75% | 3.86% | 1.66% |
SCPZX Carillon Reams Core Plus Bond Fund | 3.82% | 4.35% | 4.70% | 4.31% | 3.06% | 1.27% | 5.79% | 4.47% | 2.26% | 1.76% | 3.92% | 2.89% |
Drawdowns
SCCIX vs. SCPZX - Drawdown Comparison
The maximum SCCIX drawdown since its inception was -22.19%, smaller than the maximum SCPZX drawdown of -28.85%. Use the drawdown chart below to compare losses from any high point for SCCIX and SCPZX.
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Drawdown Indicators
| SCCIX | SCPZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.19% | -28.85% | +6.66% |
Max Drawdown (1Y)Largest decline over 1 year | -2.76% | -2.67% | -0.09% |
Max Drawdown (5Y)Largest decline over 5 years | -18.25% | -17.39% | -0.86% |
Max Drawdown (10Y)Largest decline over 10 years | -19.25% | -18.38% | -0.87% |
Current DrawdownCurrent decline from peak | -1.98% | -1.74% | -0.24% |
Average DrawdownAverage peak-to-trough decline | -3.50% | -3.76% | +0.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.96% | 0.83% | +0.13% |
Volatility
SCCIX vs. SCPZX - Volatility Comparison
Carillon Reams Core Bond Fund (SCCIX) and Carillon Reams Core Plus Bond Fund (SCPZX) have volatilities of 1.76% and 1.76%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SCCIX | SCPZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.76% | 1.76% | 0.00% |
Volatility (6M)Calculated over the trailing 6-month period | 2.78% | 2.73% | +0.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.64% | 4.59% | +0.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.32% | 6.52% | -0.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.17% | 5.58% | -0.41% |