SCPZX vs. BERIX
Compare and contrast key facts about Carillon Reams Core Plus Bond Fund (SCPZX) and Chartwell Income Fund (BERIX).
SCPZX is managed by Carillon Family of Funds. It was launched on Nov 25, 1996. BERIX is managed by Carillon Family of Funds. It was launched on Sep 2, 1987.
Performance
SCPZX vs. BERIX - Performance Comparison
Loading graphics...
SCPZX vs. BERIX - 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% |
BERIX Chartwell Income Fund | 3.53% | 13.23% | 7.20% | 7.77% | -10.14% | 7.35% | 4.49% | 9.69% | -0.81% | 3.92% |
Returns By Period
In the year-to-date period, SCPZX achieves a 0.14% return, which is significantly lower than BERIX's 3.53% return. Over the past 10 years, SCPZX has underperformed BERIX with an annualized return of 2.93%, while BERIX has yielded a comparatively higher 4.99% 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%
BERIX
- 1D
- 0.20%
- 1M
- -1.25%
- YTD
- 3.53%
- 6M
- 6.19%
- 1Y
- 13.23%
- 3Y*
- 9.06%
- 5Y*
- 4.94%
- 10Y*
- 4.99%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SCPZX vs. BERIX - Expense Ratio Comparison
SCPZX has a 0.40% expense ratio, which is lower than BERIX's 0.64% expense ratio.
Return for Risk
SCPZX vs. BERIX — Risk / Return Rank
SCPZX
BERIX
SCPZX vs. BERIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Carillon Reams Core Plus Bond Fund (SCPZX) and Chartwell Income Fund (BERIX). 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 | BERIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.29 | 2.54 | -1.25 |
Sortino ratioReturn per unit of downside risk | 1.84 | 3.26 | -1.42 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.52 | -0.29 |
Calmar ratioReturn relative to maximum drawdown | 2.43 | 4.62 | -2.19 |
Martin ratioReturn relative to average drawdown | 7.87 | 17.20 | -9.34 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| SCPZX | BERIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.29 | 2.54 | -1.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.84 | -0.68 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.84 | -0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 1.07 | -0.72 |
Correlation
The correlation between SCPZX and BERIX 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. BERIX - Dividend Comparison
SCPZX's dividend yield for the trailing twelve months is around 4.12%, more than BERIX's 3.58% 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% |
BERIX Chartwell Income Fund | 3.58% | 3.97% | 3.90% | 3.36% | 3.54% | 2.58% | 3.07% | 3.03% | 5.83% | 5.22% | 2.76% | 2.45% |
Drawdowns
SCPZX vs. BERIX - Drawdown Comparison
The maximum SCPZX drawdown since its inception was -28.85%, which is greater than BERIX's maximum drawdown of -20.34%. Use the drawdown chart below to compare losses from any high point for SCPZX and BERIX.
Loading graphics...
Drawdown Indicators
| SCPZX | BERIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.85% | -20.34% | -8.51% |
Max Drawdown (1Y)Largest decline over 1 year | -2.67% | -2.95% | +0.28% |
Max Drawdown (5Y)Largest decline over 5 years | -17.39% | -15.73% | -1.66% |
Max Drawdown (10Y)Largest decline over 10 years | -18.38% | -20.34% | +1.96% |
Current DrawdownCurrent decline from peak | -1.97% | -1.25% | -0.72% |
Average DrawdownAverage peak-to-trough decline | -3.76% | -2.60% | -1.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.83% | 0.79% | +0.04% |
Volatility
SCPZX vs. BERIX - Volatility Comparison
Carillon Reams Core Plus Bond Fund (SCPZX) has a higher volatility of 1.75% compared to Chartwell Income Fund (BERIX) at 1.47%. This indicates that SCPZX's price experiences larger fluctuations and is considered to be riskier than BERIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SCPZX | BERIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.75% | 1.47% | +0.28% |
Volatility (6M)Calculated over the trailing 6-month period | 2.74% | 4.28% | -1.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.60% | 5.38% | -0.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.52% | 5.94% | +0.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.58% | 6.00% | -0.42% |