Correlation
The correlation between SCPZX and VWEHX is -0.02. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
SCPZX vs. VWEHX
Compare and contrast key facts about Carillon Reams Core Plus Bond Fund (SCPZX) and Vanguard High-Yield Corporate Fund Investor Shares (VWEHX).
SCPZX is managed by Carillon Family of Funds. It was launched on Nov 25, 1996. VWEHX is managed by Vanguard. It was launched on Dec 27, 1978.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SCPZX or VWEHX.
Performance
SCPZX vs. VWEHX - Performance Comparison
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Key characteristics
SCPZX:
1.17
VWEHX:
2.62
SCPZX:
1.69
VWEHX:
3.91
SCPZX:
1.20
VWEHX:
1.64
SCPZX:
0.65
VWEHX:
3.37
SCPZX:
2.86
VWEHX:
13.82
SCPZX:
2.31%
VWEHX:
0.64%
SCPZX:
5.72%
VWEHX:
3.45%
SCPZX:
-18.38%
VWEHX:
-30.17%
SCPZX:
-3.84%
VWEHX:
-0.00%
Returns By Period
In the year-to-date period, SCPZX achieves a 3.25% return, which is significantly higher than VWEHX's 2.84% return. Over the past 10 years, SCPZX has underperformed VWEHX with an annualized return of 2.67%, while VWEHX has yielded a comparatively higher 4.50% annualized return.
SCPZX
3.25%
-0.20%
1.11%
6.22%
2.29%
0.28%
2.67%
VWEHX
2.84%
0.74%
2.24%
8.21%
5.92%
4.72%
4.50%
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SCPZX vs. VWEHX - Expense Ratio Comparison
SCPZX has a 0.40% expense ratio, which is higher than VWEHX's 0.23% expense ratio.
Risk-Adjusted Performance
SCPZX vs. VWEHX — Risk-Adjusted Performance Rank
SCPZX
VWEHX
SCPZX vs. VWEHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Carillon Reams Core Plus Bond Fund (SCPZX) and Vanguard High-Yield Corporate Fund Investor Shares (VWEHX). 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.
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Dividends
SCPZX vs. VWEHX - Dividend Comparison
SCPZX's dividend yield for the trailing twelve months is around 4.55%, less than VWEHX's 5.64% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCPZX Carillon Reams Core Plus Bond Fund | 4.55% | 4.70% | 4.32% | 3.06% | 1.28% | 5.79% | 4.47% | 2.26% | 1.76% | 3.92% | 2.88% | 1.49% |
VWEHX Vanguard High-Yield Corporate Fund Investor Shares | 5.64% | 6.13% | 5.68% | 5.11% | 4.15% | 4.62% | 5.25% | 5.93% | 5.30% | 5.42% | 6.41% | 5.59% |
Drawdowns
SCPZX vs. VWEHX - Drawdown Comparison
The maximum SCPZX drawdown since its inception was -18.38%, smaller than the maximum VWEHX drawdown of -30.17%. Use the drawdown chart below to compare losses from any high point for SCPZX and VWEHX.
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Volatility
SCPZX vs. VWEHX - Volatility Comparison
Carillon Reams Core Plus Bond Fund (SCPZX) has a higher volatility of 1.59% compared to Vanguard High-Yield Corporate Fund Investor Shares (VWEHX) at 0.84%. This indicates that SCPZX's price experiences larger fluctuations and is considered to be riskier than VWEHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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