Carillon Chartwell Small Fund Price on October 9, 2024
| CWSBX Fund | 19.16 0.13 0.67% |
If you're considering investing in Carillon Mutual Fund, it is important to understand the factors that can impact its price. As of today, the current price of Carillon Chartwell stands at 19.16, as last reported on the 29th of November, with the highest price reaching 19.16 and the lowest price hitting 19.16 during the day. Carillon Chartwell appears to be slightly risky, given 3 months investment horizon. Carillon Chartwell Small secures Sharpe Ratio (or Efficiency) of 0.22, which signifies that the fund had a 0.22% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Carillon Chartwell Small, which you can use to evaluate the volatility of the entity. Please makes use of Carillon Chartwell's Downside Deviation of 1.27, mean deviation of 0.9752, and Risk Adjusted Performance of 0.1229 to double-check if our risk estimates are consistent with your expectations.
Carillon Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Carillon |
Sharpe Ratio = 0.2208
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | CWSBX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.21 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.27 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.22 actual daily | 17 83% of assets perform better |
Based on monthly moving average Carillon Chartwell is performing at about 17% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Carillon Chartwell by adding it to a well-diversified portfolio.
Carillon Chartwell Valuation on October 9, 2024
It is possible to determine the worth of Carillon Chartwell on a given historical date. On October 9, 2024 Carillon was worth 17.41 at the beginning of the trading date compared to the closed value of 17.41. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Carillon Chartwell mutual fund. Still, in general, we apply an absolute valuation method to find Carillon Chartwell's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Carillon Chartwell where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Carillon Chartwell's related companies.
| Open | High | Low | Close | Volume | |
| 17.38 | 17.38 | 17.38 | 17.38 | 1.00 | |
10/09/2024 | 17.41 | 17.41 | 17.41 | 17.41 | 1.00 |
| 17.22 | 17.22 | 17.22 | 17.22 | 1.00 |
| Backtest Carillon Chartwell | | | Carillon Chartwell History | | | Carillon Chartwell Valuation | Previous | Next |
Carillon Chartwell Trading Date Momentum on October 9, 2024
| On October 10 2024 Carillon Chartwell Small was traded for 17.22 at the closing time. The highest daily price throughout the period was 17.22 and the lowest price was 17.22 . There was no trading activity during the period 1.0. Lack of trading volume on 10/10/2024 added to the next day price reduction. The overall trading delta to closing price of the next trading day was 1.09% . The overall trading delta to current closing price is 0.92% . |
About Carillon Chartwell Mutual Fund history
Carillon Chartwell investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Carillon is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Carillon Chartwell Small will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Carillon Chartwell stock prices may prove useful in developing a viable investing in Carillon Chartwell
The fund will invest at least 80 percent of its net assets in common stocks of small capitalization U.S. companies. The funds sub-adviser considers small capitalization companies to be those with market capitalizations that, at the time of initial purchase, have a market capitalization generally within the range of the Russell 2000 Growth Index during the most recent 12-month period.
Carillon Chartwell Mutual Fund Technical Analysis
Carillon Chartwell technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Carillon Chartwell Period Price Range
Low | November 29, 2024
| High |
0.00 | 0.00 |
Carillon Chartwell Small cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Carillon Chartwell November 29, 2024 Market Strength
Market strength indicators help investors to evaluate how Carillon Chartwell mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Carillon Chartwell shares will generate the highest return on investment. By undertsting and applying Carillon Chartwell mutual fund market strength indicators, traders can identify Carillon Chartwell Small entry and exit signals to maximize returns
Carillon Chartwell Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Carillon Chartwell's price direction in advance. Along with the technical and fundamental analysis of Carillon Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Carillon to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.1229 | |||
| Jensen Alpha | 0.0339 | |||
| Total Risk Alpha | (0) | |||
| Sortino Ratio | 0.0607 | |||
| Treynor Ratio | 0.1401 |
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
Other Information on Investing in Carillon Mutual Fund
Carillon Chartwell financial ratios help investors to determine whether Carillon Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Carillon with respect to the benefits of owning Carillon Chartwell security.
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities |