Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BERDX (Carillon Chartwell Mid Cap Value R-6) | 8.87% | 21.49% | NA | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/26/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BERDX (Carillon Chartwell Mid Cap Value R-6) | 04/26/2024 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.66 | 21.49 | NA | NA | NA | NA | NA | … | … | 8.87 | 11.92 | 9.13 |
| Sharpe Ratio | NA | 1.17 | NA | NA | NA | NA | NA | … | … | 1.10 | 0.47 | 0.75 |
| Standard Deviation(%) | NA | 16.16 | NA | NA | NA | NA | NA | … | … | 17.69 | 19.43 | 13.67 |
| Draw Down(%) | NA | 11.49 | NA | NA | NA | NA | NA | … | … | 11.49 | 16.54 | 8.43 |
| Yield(%) | 0.00 | 12.68 | 8.38 | 5.03 | 2.52 | 1.68 | 1.26 | … | … | 0.00 | 12.76 | 12.91 |
Data as of 06/05/2026, Common starting date is 04/26/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BERDX (Carillon Chartwell Mid Cap Value R-6) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BERDX (Carillon Chartwell Mid Cap Value R-6) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart