Carillon Scout Competition
| CSSJX Fund | USD 19.54 -0.65 -3.22% |
Pair Correlation for Carillon Scout and Carillon Chartwell Summary
Pay attention - limited upside
CSSJX currently posts a -0.81 correlation with CWSHX, indicating a Pay attention - limited upside relationship for the active sample. Used correctly, the chart supports evaluation of whether adding the second position genuinely diversifies the first.
Moving against Carillon Mutual Fund
Statistical evidence for mean reversion in Carillon Scout's can be observed through its tendency to revert following periods of extreme overvaluation or undervaluation relative to peers or its own historical range.
Carillon Scout Competition Correlation Matrix
Studying peer correlation around Carillon Scout Small gives investors a cleaner read on how much independent price behavior still exists across the competitive set. The current classification points to the Small Growth category. In practical terms, lower correlation may offer better diversification while higher correlation may leave the portfolio more exposed to one shared driver.
Risk-Adjusted Indicators
Strong stock returns do not always mean Carillon Scout Mutual Fund is outperforming its peers on a fundamental level. Without reviewing risk-adjusted indicators, investors may overweight recent returns and underweight the volatility required to achieve them. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.| Mean Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| CWFIX | 0.06 | 0.00 | 0.60 | -0.19 | 0.06 | 0.10 | 0.42 | |||
| CWFCX | 0.06 | -0.01 | 0.00 | -0.29 | 0.00 | 0.10 | 0.31 | |||
| CWFAX | 0.06 | -0.01 | 0.66 | 0.42 | 0.01 | 0.10 | 0.42 | |||
| CWFRX | 0.06 | 0.00 | 0.62 | -0.13 | 0.05 | 0.10 | 0.31 | |||
| HIGCX | 0.49 | 0.05 | 0.00 | -0.03 | 0.00 | 0.76 | 3.34 | |||
| HIGJX | 0.87 | 0.39 | 0.53 | 0.43 | 0.24 | 0.93 | 23.59 | |||
| HIGUX | 0.87 | 0.39 | 0.52 | 0.43 | 0.24 | 0.93 | 23.71 | |||
| CWSIX | 1.34 | 0.52 | 0.41 | 0.35 | 0.81 | 1.90 | 29.76 | |||
| CWSGX | 1.06 | 0.14 | 0.08 | 0.01 | 1.43 | 1.72 | 7.75 | |||
| CWSHX | 1.34 | 0.51 | 0.40 | 0.34 | 0.83 | 1.90 | 29.28 |
Carillon Scout Competitive Analysis
| Better Than Average | Worse Than Peers | View Performance Chart |
Carillon Scout Competition Peer Performance Charts
How to Analyze Carillon Scout Against Peers
Carillon Scout's peer analysis compares Carillon Scout with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:- Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
- Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
- Check valuation dispersion: Review whether Carillon Scout trades at a premium or discount versus peers and why.
- Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
- Document the thesis: Record where Carillon Scout leads or lags and what catalysts could close or widen the gap.
Peer Comparison Metrics & Methodology
Competitor benchmarking for Carillon Scout often reveals which operating metrics are genuinely differentiated and which appear similar across the peer group. Short interest comparison for Carillon Scout and its peers can highlight which companies attract the most skepticism from market participants. Peer context often improves interpretation of profitability, efficiency, and valuation signals.
Macroaxis compiles Carillon Scout Small metrics from fund disclosures and market reference feeds and applies consistent transformation rules before display. Not all fields update in real time.