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BOPIX: STERLING CAPITAL SPECIAL OPPORTUNITIES FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 28.22 0.09(0.32%) May 28
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (95%) |
Start Date: | 12/01/2003 |
Last Dividend Date: | 12/13/2023 |
12-Mo. Yield | 18.04% |
Expenses | 1.14% |
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Performance Analytics (As of 05/24/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/10/2004 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.6 | 5.5 | 25.4 | 5.2 | 11.4 | 10.5 | 12.3 | 10.7 | 10.7 | 25.2 | -20.0 | 27.7 | 13.5 | 28.5 | -4.5 | 19.6 | 5.4 | 7.9 | 15.8 | 27.1 | 15.6 | -3.7 | 13.6 | 38.5 | -32.1 | 14.1 | 21.7 | 4.1 | 27.8 | 1.5 |
Sharpe Ratio | NA | 0.88 | 1.64 | 0.16 | 0.44 | 0.51 | NA | NA | 0.51 | 1.33 | -0.86 | 2.06 | 0.37 | 1.92 | -0.33 | 2.34 | 0.36 | 0.53 | 1.38 | 2.46 | 1.17 | -0.16 | 0.86 | 1.49 | -0.74 | 0.79 | 1.68 | 0.19 | 2.57 | 1.75 |
Draw Down(%) | NA | 6.4 | 13.2 | 25.0 | 38.8 | 38.8 | NA | NA | 51.7 | 13.2 | 24.7 | 6.7 | 38.8 | 7.6 | 19.7 | 3.7 | 10.1 | 10.5 | 9.2 | 5.1 | 12.4 | 21.1 | 13.1 | 19.9 | 51.7 | 9.0 | 8.7 | 7.6 | 6.3 | 2.1 |
Standard Deviation(%) | NA | 13.2 | 13.8 | 18.6 | 22.3 | 18.6 | NA | NA | 19.6 | 15.8 | 25.1 | 13.5 | 35.2 | 14.1 | 17.8 | 8.2 | 14.6 | 14.9 | 11.4 | 11.0 | 13.4 | 24.0 | 15.8 | 25.8 | 44.7 | 14.2 | 11.1 | 10.2 | 10.4 | 11.2 |
Treynor Ratio | NA | 0.19 | 0.34 | 0.05 | 0.14 | 0.13 | NA | NA | 0.12 | 0.28 | -0.34 | 0.6 | 0.15 | 0.46 | -0.07 | 0.27 | 0.06 | 0.09 | 0.21 | 0.33 | 0.19 | -0.04 | 0.17 | 0.39 | -0.29 | 0.14 | 0.26 | 0.03 | 0.46 | 0.25 |
Alpha | NA | -0.03 | 0.0 | 0.01 | 0.0 | 0.0 | NA | NA | 0.01 | -0.03 | 0.03 | 0.07 | -0.11 | 0.01 | -0.02 | -0.01 | 0.02 | 0.0 | 0.02 | 0.0 | 0.0 | -0.01 | 0.02 | 0.01 | 0.07 | 0.02 | 0.07 | -0.02 | 0.08 | 0.0 |
Beta | NA | 0.6 | 0.67 | 0.63 | 0.71 | 0.73 | NA | NA | 0.82 | 0.76 | 0.63 | 0.46 | 0.88 | 0.59 | 0.79 | 0.71 | 0.91 | 0.88 | 0.77 | 0.83 | 0.84 | 0.88 | 0.78 | 0.98 | 1.15 | 0.81 | 0.71 | 0.71 | 0.58 | 0.79 |
RSquared | NA | 0.69 | 0.73 | 0.79 | 0.76 | 0.77 | NA | NA | 0.81 | 0.81 | 0.85 | 0.54 | 0.81 | 0.59 | 0.86 | 0.55 | 0.85 | 0.91 | 0.83 | 0.82 | 0.84 | 0.94 | 0.9 | 0.88 | 0.92 | 0.87 | 0.69 | 0.67 | 0.66 | 0.83 |
Yield(%) | N/A | 0.0 | 17.5 | 10.4 | 10.1 | 9.3 | 12.9 | 11.6 | N/A | 18.9 | 5.8 | 13.8 | 1.4 | 6.3 | 8.0 | 8.6 | 2.0 | 14.3 | 5.7 | 12.3 | 5.8 | 1.7 | 0.6 | 0.0 | 3.9 | 4.6 | 10.8 | 5.4 | 1.0 | 0.7 |
Dividend Growth(%) | N/A | -100.0 | 140.7 | 201.3 | 41.7 | 180.8 | N/A | N/A | N/A | 140.7 | -51.6 | 1004.4 | -73.0 | -31.5 | 2.2 | 364.0 | -87.2 | 176.6 | -48.4 | 131.4 | 226.4 | 213.3 | N/A | -100.0 | -7.2 | -53.5 | 103.8 | 545.1 | 56.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/10/2004
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