# Carillon Scout Mid Cap I (UMBMX)

> Source: Nexqual · https://nexqual.com/UMBMX · data as of 2026-10-24 00:08 UTC · cite as "Nexqual, Carillon Scout Mid Cap I (UMBMX), nexqual.com/UMBMX" · informational, not investment advice.

**Price:** USD 26.36 (-0.49% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 26.49 · day 26.36–26.36 · 52w 24.3–28.71 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +9.9% vs S&P 500 +13.4%; 5Y +39.0% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +9.9% | +39.0% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +9.9% | +6.8% |
| Volatility (annualized) | 14.8% | 17.0% |
| Max drawdown | -9.4% (Aug 2026→Sep 2026) | -25.9% (Nov 2021→Oct 2022) |

## Peers
PARMX (Parnassus Mid Cap Fund - Invest) USD 39.77 -0.00% · YAFFX (AMG Yacktman Focused Fund- Clas) USD 24.36 -0.00% · JATTX (Janus Henderson Triton Fund - T) USD 27.14 +0.00% · PRBLX (Parnassus Core Equity Fund-Inve) USD 60.93 -0.00% · BUFTX (Buffalo Discovery Fund) USD 16.99 +0.00%

## More
Full page: https://nexqual.com/UMBMX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt