SCCIX vs. SUBFX
Compare and contrast key facts about Carillon Reams Core Bond Fund (SCCIX) and Carillon Reams Unconstrained Bond Fund (SUBFX).
SCCIX is managed by Carillon Family of Funds. It was launched on Feb 23, 2001. SUBFX is managed by Carillon Family of Funds. It was launched on Sep 28, 2011.
Performance
SCCIX vs. SUBFX - Performance Comparison
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SCCIX vs. SUBFX - 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% |
SUBFX Carillon Reams Unconstrained Bond Fund | 0.65% | 10.61% | 4.22% | 8.53% | -4.74% | -0.32% | 11.18% | 6.52% | 0.53% | 2.04% |
Returns By Period
In the year-to-date period, SCCIX achieves a 0.10% return, which is significantly lower than SUBFX's 0.65% return. Over the past 10 years, SCCIX has underperformed SUBFX with an annualized return of 2.41%, while SUBFX has yielded a comparatively higher 4.06% 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%
SUBFX
- 1D
- 0.40%
- 1M
- -1.02%
- YTD
- 0.65%
- 6M
- 1.59%
- 1Y
- 7.17%
- 3Y*
- 6.40%
- 5Y*
- 3.58%
- 10Y*
- 4.06%
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SCCIX vs. SUBFX - Expense Ratio Comparison
SCCIX has a 0.40% expense ratio, which is lower than SUBFX's 0.50% expense ratio.
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.
| SCCIX | SUBFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 2.10 | -1.06 |
Sortino ratioReturn per unit of downside risk | 1.51 | 3.15 | -1.64 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.42 | -0.24 |
Calmar ratioReturn relative to maximum drawdown | 1.84 | 3.61 | -1.77 |
Martin ratioReturn relative to average drawdown | 5.30 | 13.88 | -8.58 |
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 | SUBFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 2.10 | -1.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.66 | -0.62 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.77 | -0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.96 | -0.51 |
Correlation
The correlation between SCCIX and SUBFX is 0.52, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
SCCIX vs. SUBFX - Dividend Comparison
SCCIX's dividend yield for the trailing twelve months is around 3.99%, less than SUBFX's 5.88% 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% |
SUBFX Carillon Reams Unconstrained Bond Fund | 5.88% | 6.44% | 4.92% | 4.52% | 2.16% | 1.96% | 3.01% | 2.83% | 2.06% | 1.17% | 1.01% | 0.52% |
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 | -2.76% | -2.11% | -0.65% |
Max Drawdown (5Y)Largest decline over 5 years | -18.25% | -11.17% | -7.08% |
Max Drawdown (10Y)Largest decline over 10 years | -19.25% | -11.22% | -8.03% |
Current DrawdownCurrent decline from peak | -1.98% | -1.17% | -0.81% |
Average DrawdownAverage peak-to-trough decline | -3.50% | -1.47% | -2.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.96% | 0.55% | +0.41% |
Volatility
SCCIX vs. SUBFX - Volatility Comparison
Carillon Reams Core Bond Fund (SCCIX) has a higher volatility of 1.76% compared to Carillon Reams Unconstrained Bond Fund (SUBFX) at 1.61%. This indicates that SCCIX's price experiences larger fluctuations and is considered to be riskier than SUBFX based on this measure. 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 | 1.76% | 1.61% | +0.15% |
Volatility (6M)Calculated over the trailing 6-month period | 2.78% | 2.20% | +0.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.64% | 3.56% | +1.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.32% | 5.43% | +0.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.17% | 5.26% | -0.09% |