UMBHX vs. ACSMX

Last updated Jun 5, 2026

UMBHX (Carillon Scout Small Cap Fund) and ACSMX (Advisors Capital Small/Mid Cap Fund) are both Small Cap Growth Equities funds. At a correlation of -0.80, they often move in opposite directions. UMBHX charges 0.90%/yr vs 1.95%/yr for ACSMX.

Performance

UMBHX vs. ACSMX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Carillon Scout Small Cap Fund (UMBHX) and Advisors Capital Small/Mid Cap Fund (ACSMX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

UMBHX

• 1D: 0.29%
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

ACSMX

• 1D: -0.56%
• 1M: -2.01%
• YTD: -5.22%
• 6M: -6.05%
• 1Y: 0.94%
• 3Y*: 9.52%
• 5Y*: 0.74%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

UMBHX vs. ACSMX - Yearly Performance Comparison

	2026 (YTD)
UMBHX Carillon Scout Small Cap Fund	0.73%
ACSMX Advisors Capital Small/Mid Cap Fund	0.00%

Correlation

The correlation between UMBHX and ACSMX is -0.80, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 29, 2026	-0.80

Return for Risk

UMBHX vs. ACSMX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ACSMX

ACSMX Risk / Return Rank: 4
ACSMX Sharpe Ratio Rank: 4
ACSMX Sortino Ratio Rank: 4
ACSMX Omega Ratio Rank: 4
ACSMX Calmar Ratio Rank: 4
ACSMX Martin Ratio Rank: 4

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

UMBHX vs. ACSMX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Carillon Scout Small Cap Fund (UMBHX) and Advisors Capital Small/Mid Cap Fund (ACSMX). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	UMBHX	ACSMX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.12	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.04	—
Sharpe Ratio (All Time) Calculated using the full available price history	2.70	0.06	+2.64

Drawdowns

UMBHX vs. ACSMX - Drawdown Comparison

The maximum UMBHX drawdown since its inception was -1.86%, smaller than the maximum ACSMX drawdown of -35.01%. Use the drawdown chart below to compare losses from any high point for UMBHX and ACSMX.

Drawdown Indicators

	UMBHX	ACSMX	Difference
Max Drawdown Largest peak-to-trough decline	-1.86%	-35.01%	+33.15%
Max Drawdown (1Y) Largest decline over 1 year	—	-16.04%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-21.82%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-35.01%	—
Current Drawdown Current decline from peak	0.00%	-10.44%	+10.44%
Average Drawdown Average peak-to-trough decline	-0.63%	-14.65%	+14.02%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	6.78%	—

Volatility

Volatility by Period

	UMBHX	ACSMX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.10%	—
Volatility (6M) Calculated over the trailing 6-month period	—	12.51%	—
Volatility (1Y) Calculated over the trailing 1-year period	24.77%	17.35%	+7.42%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.77%	20.86%	+3.91%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.77%	20.71%	+4.06%

UMBHX vs. ACSMX - Expense Ratio Comparison

UMBHX has a 0.90% expense ratio, which is lower than ACSMX's 1.95% expense ratio.

Dividends

UMBHX vs. ACSMX - Dividend Comparison

Neither UMBHX nor ACSMX has paid dividends to shareholders.

Tickers have no history of dividend payments

Frequently Asked Questions

Can I hold both UMBHX and ACSMX in my portfolio?

UMBHX and ACSMX have a correlation of -0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.