Carillon Chartwell Small Cap I (UMBHX) Stock Price & Analysis
Carillon Chartwell Small Cap I (UMBHX) closed at USD 23.7 on Friday, October 23, 2026, down 0.25% on the day. The US market is currently closed; this is not a live price.
The prior close was USD 23.76; the Oct 23, 2026 session ranged USD 23.7–23.7 on volume of 0 shares. Market capitalization is —, with a 52-week range of USD 20.97–34.8 (NAS). Source: Nexqual, retrieved October 24, 2026 at 13:48 UTC.
Also available as compact Markdown for AI agents: nexqual.com/UMBHX.md
Key facts (UMBHX)
- Total return with dividends: 1Y +11.9% vs S&P 500 +13.4%; 5Y +26.5% vs S&P 500 +76.9%.
Total return (dividends reinvested) (UMBHX)
| 1Y (from 2025-10-24) | 5Y (from 2021-10-25) | |
|---|---|---|
| Total return | +11.9% | +26.5% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +12.0% | +4.8% |
| Volatility (annualized) | 25.6% | 22.4% |
| Max drawdown | -19.4% (Jun 2026→Oct 2026) | -35.1% (Nov 2021→Oct 2023) |
Key Statistics (as of October 24, 2026 at 13:48 UTC)
| Price | USD 23.7 |
|---|---|
| Change | ▼ 0.25% (down) |
| Previous Close | USD 23.76 |
| Open | USD 23.7 |
| Day Range | USD 23.7 – 23.7 |
| 52-Week Range | USD 20.97 – 34.8 |
| Volume | 0 shares |
| Market Cap | — |
| Exchange | NAS |
Technical Analysis (UMBHX)
Nexqual's technical model rates UMBHX "SELL" based on 1 bullish and 5 bearish signals across 127 daily candles, as of October 24, 2026 at 13:48 UTC.
| Overall Signal | SELL |
|---|---|
| RSI (14) | 33.45 (neutral) |
| vs SMA50 | Below (USD 25.53) |
| MACD | -0.5 (negative) |
Financial Health Score (UMBHX)
Nexqual rates Carillon Chartwell Small Cap I's overall financial health "Mixed" across five dimensions, as of October 24, 2026 at 13:48 UTC.
| Growth | Mixed — No data |
|---|---|
| Profitability | Mixed — No data |
| Balance Sheet | Mixed — No data |
| Cash Flow | Mixed — No data |
| Efficiency | Mixed — No data |
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| PGVFX | Polaris Global Value Fund | USD 43.73 | ▲ 0% |
| NOSGX | Northern Funds Small Cap Value | USD 12.02 | ▼ 0% |
| BRLGX | American Beacon Bridgeway Large | USD 41.73 | ▲ 0% |
| UMBMX | Carillon Scout Mid Cap Fund Cla | USD 26.36 | ▼ 0% |
| VLEOX | Value Line Small Cap Opportunit | USD 61.42 | ▲ 0% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 24, 2026 at 13:48 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt