Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OVECX (STERLING CAPITAL MID VALUE FUND C CLASS) | NA | 1.01% | 3.69% | 13.20% | 5.22% | 8.08% | 7.06% | … | … |
Data as of 05/14/2025, Common starting date is 07/30/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OVECX (STERLING CAPITAL MID VALUE FUND C CLASS) | 07/30/2001 | 05/14/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.67 | 1.01 | 3.69 | 13.20 | 5.22 | 8.08 | 7.06 | … | … | -0.53 | 6.34 | 11.84 | -13.45 | 20.36 | 8.39 | 28.04 | -18.82 | 12.94 | 15.47 | -3.15 | 4.43 | 44.24 | 11.18 | -4.42 | 19.16 | 36.36 | -33.62 | -3.12 | 18.68 | 10.16 | 18.48 | 28.72 | -15.11 | -8.72 |
| Sharpe Ratio | NA | -0.13 | 0.02 | 0.57 | 0.18 | NA | NA | … | … | -0.20 | 0.19 | 0.52 | -0.65 | 1.18 | 0.18 | 1.70 | -1.17 | 1.23 | 0.86 | -0.21 | 0.37 | 4.07 | 0.77 | -0.16 | 1.01 | 1.19 | -0.81 | -0.44 | 1.47 | 0.72 | 1.55 | 2.00 | -0.79 | -1.12 |
| Standard Deviation(%) | NA | 18.13 | 18.40 | 19.69 | 21.33 | NA | NA | … | … | 22.82 | 14.19 | 15.98 | 22.97 | 17.19 | 44.03 | 15.63 | 17.27 | 10.06 | 17.84 | 15.21 | 12.03 | 10.85 | 14.61 | 27.37 | 18.96 | 30.40 | 42.56 | 14.31 | 10.40 | 10.98 | 11.32 | 14.01 | 20.48 | 19.35 |
| Draw Down(%) | NA | 17.04 | 19.49 | 23.98 | 45.67 | NA | NA | … | … | 15.03 | 8.11 | 14.00 | 23.98 | 9.27 | 45.67 | 8.92 | 28.25 | 6.86 | 14.23 | 14.08 | 9.71 | 4.12 | 12.08 | 27.29 | 16.90 | 29.33 | 49.74 | 15.04 | 9.05 | 6.36 | 7.74 | 12.20 | 30.13 | 16.25 |
| Yield(%) | 76.45 | 51.15 | 22.37 | 23.63 | 10.50 | 13.26 | 9.30 | … | … | 42.96 | 13.81 | 9.32 | 16.82 | 11.27 | 0.00 | 16.67 | 8.39 | 5.32 | 3.85 | 18.80 | 6.56 | 8.79 | 0.31 | 0.20 | 0.00 | 0.05 | 0.07 | 9.96 | 5.70 | 39.11 | 1.07 | 0.94 | 0.21 | 0.42 |
Data as of 05/14/2025, Common starting date is 07/30/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OVECX (STERLING CAPITAL MID VALUE FUND C CLASS) |
-15.69%
Feb 2006 – Feb 2009 |
-4.85%
Feb 2004 – Feb 2009 |
4.30%
Sep 2001 – Sep 2011 |
4.47%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OVECX (STERLING CAPITAL MID VALUE FUND C CLASS) |
28.02%
Feb 2009 – Feb 2012 |
24.58%
Feb 2009 – Feb 2014 |
14.21%
Feb 2009 – Feb 2019 |
11.80%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart