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Performance

  • Strategies

Annualized Total Returns as of December 31, 2020

 
Strategies
YTD QTR 1 YR 3 YR 5 YR 7 YRS 10 YR 15 YR 20 YR Since
Inception 		Inception
Date 		 
 
 Equity Strategies
5.86% 20.56% 5.86% 4.64% 9.05% 5.33% 5.97% 6.47% 6.80% 9.06% 9/30/1993
5.07% 20.34% 5.07% 3.86% 8.24% 4.55% 5.17% 5.66% 5.97% 8.20% 9/30/1993
MSCI EAFE Index
7.82% 16.05% 7.82% 4.28% 7.45% 4.39% 5.51% 4.48% 4.50% 5.33%
6.46% 22.06% 6.46% 4.31% 8.65% 5.15% 5.93% 6.34% n/a 7.73% 12/31/2003
5.66% 21.84% 5.66% 3.54% 7.85% 4.37% 5.14% 5.54% n/a 6.92% 12/31/2003
MSCI EAFE Index
7.82% 16.05% 7.82% 4.28% 7.45% 4.39% 5.51% 4.48% n/a 5.87%
28.65% 21.96% 28.65% 12.62% 16.42% 12.67% 13.73% n/a n/a 13.12% 12/31/2006
27.65% 21.73% 27.65% 11.73% 15.50% 11.78% 12.84% n/a n/a 12.23% 12/31/2006
Russell Midcap® Index
17.10% 19.91% 17.10% 11.61% 13.40% 10.96% 12.41% n/a n/a 9.39%
36.50% 34.54% 36.50% 16.84% 19.30% 14.79% 15.49% 11.19% n/a 11.81% 7/31/2001
35.38% 34.28% 35.38% 15.87% 18.31% 13.83% 14.53% 10.28% n/a 10.90% 7/31/2001
Russell 2000® Growth Index
34.63% 29.61% 34.63% 16.20% 16.36% 12.08% 13.48% 10.69% n/a 9.29%

Scout Investments, Inc. is a wholly owned subsidiary of Carillon Tower Advisers, Inc. and includes Reams Asset Management as a division of Scout Investments. Scout Investments claims compliance with the Global Investment Performance Standards (GIPS®).

Past performance is no guarantee of future results. There is no assurance the portfolio will meet its investment objectives. All investments involve risk, including the possible loss of principal. Performance figures are in U.S. dollars and assume reinvestment of income and dividends for the entire period stated. Performance figures stated gross of fees do not reflect the deduction of management fees. Performance results of clients would be reduced by the firm’s management fees. For example, an account with a compounded annual total return of 10% would have increased by 159% over ten years. Assuming an annual management fee of 0.75%, this increase would be 142%. The firm’s management fees are detailed in its Form ADV Part 2A. 

This material is for institutional use only and contains no investment advice or recommendations to buy or sell any specific securities.

View the glossary for definitions of terms.

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