Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BERSX (Carillon Chartwell Real Income R-6) | 3.54% | 12.21% | NA | NA | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 04/26/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BERSX (Carillon Chartwell Real Income R-6) | 04/26/2024 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.08 | 12.21 | NA | NA | NA | NA | NA | … | … | 3.54 | 13.41 | 6.68 |
| Sharpe Ratio | NA | 1.87 | NA | NA | NA | NA | NA | … | … | 0.85 | 2.44 | 1.46 |
| Standard Deviation(%) | NA | 5.08 | NA | NA | NA | NA | NA | … | … | 6.55 | 4.33 | 4.43 |
| Draw Down(%) | NA | 2.50 | NA | NA | NA | NA | NA | … | … | 2.50 | 2.95 | 2.08 |
| Yield(%) | 0.87 | 4.52 | 3.28 | 1.97 | 0.98 | 0.66 | 0.49 | … | … | 1.88 | 4.40 | 3.15 |
Data as of 06/08/2026, 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 |
|---|---|---|---|---|
| BERSX (Carillon Chartwell Real Income 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 |
|---|---|---|---|---|
| BERSX (Carillon Chartwell Real Income R-6) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart