Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCAGX (Future Scholar 529 College Savings Plan – Carillon Clarivest Capital Appreciation 529 Portfolio) | NA | 32.56% | 9.08% | 17.11% | NA | NA | NA | … | … |
Data as of 09/13/2024, Common starting date is 05/09/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCAGX (Future Scholar 529 College Savings Plan – Carillon Clarivest Capital Appreciation 529 Portfolio) | 05/09/2018 | 09/13/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.99 | 32.56 | 9.08 | 17.11 | NA | NA | NA | … | … | 21.47 | 39.52 | -29.18 | 31.07 | 28.63 | 31.46 | -11.18 |
| Sharpe Ratio | NA | 1.56 | 0.27 | 0.62 | NA | NA | NA | … | … | 1.44 | 2.09 | -1.03 | 1.81 | 0.80 | 2.07 | -0.90 |
| Standard Deviation(%) | NA | 18.00 | 22.56 | 24.47 | NA | NA | NA | … | … | 18.90 | 17.00 | 29.66 | 17.16 | 35.20 | 14.53 | 20.11 |
| Draw Down(%) | NA | 13.02 | 31.64 | 31.89 | NA | NA | NA | … | … | 13.02 | 9.84 | 31.02 | 9.46 | 31.89 | 8.58 | 23.43 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/13/2024, Common starting date is 05/09/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCAGX (Future Scholar 529 College Savings Plan – Carillon Clarivest Capital Appreciation 529 Portfolio) |
6.09%
Dec 2019 – Dec 2022 |
9.74%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCAGX (Future Scholar 529 College Savings Plan – Carillon Clarivest Capital Appreciation 529 Portfolio) |
30.38%
Dec 2018 – Dec 2021 |
17.69%
May 2019 – May 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart