SCPZX vs. AAIIX
SCPZX (Carillon Reams Core Plus Bond Fund) and AAIIX (Ancora Income Fund) are both Intermediate Core-Plus Bond funds. Over the past 10 years, SCPZX returned 2.67%/yr vs 2.77%/yr for AAIIX. Their 0.29 correlation means their historical movements had little consistent relationship. SCPZX charges 0.40%/yr vs 2.20%/yr for AAIIX.
Performance
SCPZX vs. AAIIX - Performance Comparison
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Returns By Period
In the year-to-date period, SCPZX achieves a 0.23% return, which is significantly lower than AAIIX's 1.60% return. Both investments have delivered pretty close results over the past 10 years, with SCPZX having a 2.67% annualized return and AAIIX not far ahead at 2.77%.
SCPZX
- 1D
- 0.03%
- 1M
- -0.90%
- 6M
- -0.10%
- YTD
- 0.23%
- 1Y
- 3.04%
- 3Y*
- 4.31%
- 5Y*
- 0.56%
- 10Y*
- 2.67%
- ALL TIME*
- 1.96%
AAIIX
- 1D
- 0.14%
- 1M
- 0.21%
- 6M
- -0.16%
- YTD
- 1.60%
- 1Y
- 3.74%
- 3Y*
- 5.71%
- 5Y*
- 1.69%
- 10Y*
- 2.77%
- ALL TIME*
- 1.64%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
AAIIX Ancora Income Fund | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
SCPZX vs. AAIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCPZX Carillon Reams Core Plus Bond Fund | 0.23% | 8.68% | 1.34% | 6.27% | -11.79% | -1.96% | 16.56% | 8.30% | 0.76% | 3.51% |
AAIIX Ancora Income Fund | 1.60% | 2.28% | 9.23% | 9.46% | -14.32% | 9.21% | 3.72% | 11.08% | -5.60% | 6.57% |
Correlation
The correlation between SCPZX and AAIIX is 0.49, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.49 |
Correlation (3Y) Balances recent behavior with more history. | 0.50 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.46 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.37 |
Correlation (All Time) Calculated using the full available price history since Jan 8, 2004 | 0.29 |
The correlation between SCPZX and AAIIX shifts across timeframes, from 0.29 (all time) to 0.50 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
SCPZX vs. AAIIX — Risk / Return Rank
SCPZX
AAIIX
SCPZX vs. AAIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Carillon Reams Core Plus Bond Fund (SCPZX) and Ancora Income Fund (AAIIX). 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.
| SCPZX | AAIIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.11 | ||
| Sortino ratioReturn per unit of downside risk | +0.18 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.15 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.32 | 0.90 | +0.42 |
| Martin ratioReturn relative to average drawdown | 3.72 | 2.41 | +1.31 |
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Drawdowns
SCPZX vs. AAIIX - Drawdown Comparison
The maximum SCPZX drawdown since its inception was -28.85%, smaller than the maximum AAIIX drawdown of -98.01%. Use the drawdown chart below to compare losses from any high point for SCPZX and AAIIX.
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Drawdown Indicators
| SCPZX | AAIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.85% | -98.01% | +69.16% |
Max Drawdown (1Y)Largest decline over 1 year | -2.91% | -4.19% | +1.28% |
Max Drawdown (3Y)Largest decline over 3 years | -6.41% | -98.01% | +91.60% |
Max Drawdown (5Y)Largest decline over 5 years | -17.37% | -98.01% | +80.64% |
Max Drawdown (10Y)Largest decline over 10 years | -18.38% | -98.01% | +79.63% |
Current DrawdownCurrent decline from peak | -1.89% | -97.80% | +95.91% |
Average DrawdownAverage peak-to-trough decline | -3.73% | -12.94% | +9.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.03% | 1.56% | -0.53% |
Volatility
SCPZX vs. AAIIX - Volatility Comparison
Carillon Reams Core Plus Bond Fund (SCPZX) and Ancora Income Fund (AAIIX) have volatilities of 1.07% and 1.07%, 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
| SCPZX | AAIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.07% | 1.07% | 0.00% |
Volatility (6M)Calculated over the trailing 6-month period | 3.25% | 3.40% | -0.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.07% | 4.50% | -0.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.60% | 2,046.08% | -2,039.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.62% | 1,445.64% | -1,440.02% |
SCPZX vs. AAIIX - Expense Ratio Comparison
SCPZX has a 0.40% expense ratio, which is lower than AAIIX's 2.20% expense ratio.
Dividends
SCPZX vs. AAIIX - Dividend Comparison
SCPZX's dividend yield for the trailing twelve months is around 4.36%, less than AAIIX's 4.91% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAIIX Ancora Income Fund | 4.91% | 4.09% | 4.57% | 4.77% | 4.52% | 4.46% | 5.68% | 3.96% | 4.36% | 5.69% | 6.40% | 6.99% |
SCPZX Carillon Reams Core Plus Bond Fund | 4.01% | 4.35% | 4.70% | 4.31% | 3.06% | 1.27% | 5.79% | 4.47% | 2.26% | 1.76% | 3.92% | 2.89% |
Frequently Asked Questions
SCPZX and AAIIX have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AAIIX has higher volatility (1.07%) compared to SCPZX (1.07%). In terms of maximum drawdown, SCPZX dropped -28.85% vs AAIIX's -98.01%.
SCPZX currently has the higher Sharpe Ratio (0.94 vs 0.84), 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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