SCCIX vs. SUBFX
SCCIX (Carillon Reams Core Bond Fund) and SUBFX (Carillon Reams Unconstrained Bond Fund) are both mutual funds - SCCIX is a Intermediate Core Bond fund managed by Carillon Family of Funds, while SUBFX is a Nontraditional Bonds fund managed by Carillon Family of Funds. Over the past 10 years, SCCIX returned 2.16%/yr vs 3.83%/yr for SUBFX. Their 0.54 correlation means they have sometimes moved together and sometimes differently. SCCIX charges 0.40%/yr vs 0.50%/yr for SUBFX.
Performance
SCCIX vs. SUBFX - Performance Comparison
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Returns By Period
In the year-to-date period, SCCIX achieves a -0.16% return, which is significantly lower than SUBFX's 0.82% return. Over the past 10 years, SCCIX has underperformed SUBFX with an annualized return of 2.16%, while SUBFX has yielded a comparatively higher 3.83% annualized return.
SCCIX
- 1D
- 0.00%
- 1M
- -1.02%
- 6M
- -0.44%
- YTD
- -0.16%
- 1Y
- 2.53%
- 3Y*
- 3.85%
- 5Y*
- -0.18%
- 10Y*
- 2.16%
- ALL TIME*
- 2.28%
SUBFX
- 1D
- 0.00%
- 1M
- -0.48%
- 6M
- 0.34%
- YTD
- 0.82%
- 1Y
- 3.54%
- 3Y*
- 6.52%
- 5Y*
- 3.69%
- 10Y*
- 3.83%
- ALL TIME*
- 4.68%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
SCCIX vs. SUBFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCCIX Carillon Reams Core Bond Fund | -0.16% | 7.63% | 1.45% | 5.41% | -13.22% | -1.96% | 15.39% | 7.96% | 1.24% | 3.40% |
SUBFX Carillon Reams Unconstrained Bond Fund | 0.82% | 10.61% | 4.22% | 8.53% | -4.74% | -0.32% | 11.18% | 6.52% | 0.53% | 2.04% |
Correlation
The correlation between SCCIX and SUBFX is 0.91, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.91 |
Correlation (3Y) Balances recent behavior with more history. | 0.93 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.85 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.74 |
Correlation (All Time) Calculated using the full available price history since Sep 30, 2011 | 0.54 |
Over the past year, SCCIX and SUBFX have become more correlated (0.91) than their long-term average of 0.54, meaning their price movements have been converging.
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Return for Risk
SCCIX vs. SUBFX — Risk / Return Rank
SCCIX
SUBFX
SCCIX vs. SUBFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Carillon Reams Core Bond Fund (SCCIX) and Carillon Reams Unconstrained Bond Fund (SUBFX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SCCIX | SUBFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.37 | ||
| Sortino ratioReturn per unit of downside risk | -0.54 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.23 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 1.11 | 1.79 | -0.68 |
| Martin ratioReturn relative to average drawdown | 2.91 | 5.86 | -2.95 |
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Drawdowns
SCCIX vs. SUBFX - Drawdown Comparison
The maximum SCCIX drawdown since its inception was -22.19%, which is greater than SUBFX's maximum drawdown of -11.22%. Use the drawdown chart below to compare losses from any high point for SCCIX and SUBFX.
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Drawdown Indicators
| SCCIX | SUBFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.19% | -11.22% | -10.97% |
Max Drawdown (1Y)Largest decline over 1 year | -3.04% | -2.34% | -0.70% |
Max Drawdown (3Y)Largest decline over 3 years | -6.07% | -3.83% | -2.24% |
Max Drawdown (5Y)Largest decline over 5 years | -18.25% | -10.55% | -7.70% |
Max Drawdown (10Y)Largest decline over 10 years | -19.25% | -11.22% | -8.03% |
Current DrawdownCurrent decline from peak | -2.24% | -1.01% | -1.23% |
Average DrawdownAverage peak-to-trough decline | -3.48% | -1.46% | -2.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.16% | 0.71% | +0.45% |
Volatility
SCCIX vs. SUBFX - Volatility Comparison
Carillon Reams Core Bond Fund (SCCIX) and Carillon Reams Unconstrained Bond Fund (SUBFX) have volatilities of 0.94% and 0.90%, 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 | SUBFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.94% | 0.90% | +0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 3.10% | 2.99% | +0.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.00% | 3.45% | +0.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.38% | 5.52% | +0.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.20% | 5.31% | -0.11% |
SCCIX vs. SUBFX - Expense Ratio Comparison
SCCIX has a 0.40% expense ratio, which is lower than SUBFX's 0.50% expense ratio.
Dividends
SCCIX vs. SUBFX - Dividend Comparison
SCCIX's dividend yield for the trailing twelve months is around 4.34%, less than SUBFX's 6.12% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCCIX Carillon Reams Core Bond Fund | 3.98% | 4.34% | 4.39% | 3.82% | 2.36% | 1.13% | 3.13% | 4.39% | 2.26% | 1.75% | 3.86% | 1.66% |
SUBFX Carillon Reams Unconstrained Bond Fund | 5.82% | 6.44% | 4.92% | 4.52% | 2.16% | 1.96% | 3.01% | 2.83% | 2.06% | 1.17% | 1.01% | 0.52% |
Frequently Asked Questions
With a correlation of 0.91, SCCIX and SUBFX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
SCCIX has higher volatility (0.94%) compared to SUBFX (0.90%). In terms of maximum drawdown, SCCIX dropped -22.19% vs SUBFX's -11.22%.
SUBFX currently has the higher Sharpe Ratio (1.22 vs 0.85), 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.
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