SCPZX vs. AAIIX
Compare and contrast key facts about Carillon Reams Core Plus Bond Fund (SCPZX) and Ancora Income Fund (AAIIX).
SCPZX is managed by Carillon Family of Funds. It was launched on Nov 25, 1996. AAIIX is managed by Ancora. It was launched on Jan 5, 2004.
Performance
SCPZX vs. AAIIX - Performance Comparison
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SCPZX vs. AAIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCPZX Carillon Reams Core Plus Bond Fund | 0.14% | 8.68% | 1.34% | 6.27% | -11.79% | -1.96% | 16.56% | 8.30% | 0.76% | 3.51% |
AAIIX Ancora Income Fund | -0.31% | 2.28% | 9.23% | 9.46% | -14.32% | 9.21% | 3.72% | 11.08% | -5.60% | 6.57% |
Returns By Period
In the year-to-date period, SCPZX achieves a 0.14% return, which is significantly higher than AAIIX's -0.31% return. Over the past 10 years, SCPZX has underperformed AAIIX with an annualized return of 2.93%, while AAIIX has yielded a comparatively higher 3.19% annualized return.
SCPZX
- 1D
- 0.63%
- 1M
- -1.97%
- YTD
- 0.14%
- 6M
- 1.14%
- 1Y
- 5.61%
- 3Y*
- 3.99%
- 5Y*
- 1.01%
- 10Y*
- 2.93%
AAIIX
- 1D
- 0.29%
- 1M
- -3.18%
- YTD
- -0.31%
- 6M
- -0.93%
- 1Y
- 3.83%
- 3Y*
- 6.20%
- 5Y*
- 2.14%
- 10Y*
- 3.19%
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SCPZX vs. AAIIX - Expense Ratio Comparison
SCPZX has a 0.40% expense ratio, which is lower than AAIIX's 2.20% expense ratio.
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.
| SCPZX | AAIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.29 | 0.61 | +0.68 |
Sortino ratioReturn per unit of downside risk | 1.84 | 0.84 | +1.00 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.12 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 2.43 | 0.60 | +1.83 |
Martin ratioReturn relative to average drawdown | 7.87 | 1.98 | +5.88 |
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
| SCPZX | AAIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.29 | 0.61 | +0.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.00 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.00 | +0.52 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.00 | +0.34 |
Correlation
The correlation between SCPZX and AAIIX is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
SCPZX vs. AAIIX - Dividend Comparison
SCPZX's dividend yield for the trailing twelve months is around 4.12%, less than AAIIX's 5.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCPZX Carillon Reams Core Plus Bond Fund | 4.12% | 4.35% | 4.70% | 4.31% | 3.06% | 1.27% | 5.79% | 4.47% | 2.26% | 1.76% | 3.92% | 2.89% |
AAIIX Ancora Income Fund | 5.14% | 4.09% | 4.57% | 4.77% | 4.52% | 4.46% | 5.68% | 3.96% | 4.36% | 5.69% | 6.40% | 6.99% |
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 | -2.67% | -4.78% | +2.11% |
Max Drawdown (5Y)Largest decline over 5 years | -17.39% | -98.01% | +80.62% |
Max Drawdown (10Y)Largest decline over 10 years | -18.38% | -98.01% | +79.63% |
Current DrawdownCurrent decline from peak | -1.97% | -97.84% | +95.87% |
Average DrawdownAverage peak-to-trough decline | -3.76% | -11.70% | +7.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.83% | 1.49% | -0.66% |
Volatility
SCPZX vs. AAIIX - Volatility Comparison
Carillon Reams Core Plus Bond Fund (SCPZX) and Ancora Income Fund (AAIIX) have volatilities of 1.75% and 1.84%, 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 | 1.75% | 1.84% | -0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 2.74% | 3.27% | -0.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.60% | 5.61% | -1.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.52% | 2,091.17% | -2,084.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.58% | 1,478.49% | -1,472.91% |