Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OVERX (STERLING CAPITAL MID VALUE FUND CLASS R) | NA | 27.81% | 14.24% | 10.57% | 11.79% | NA | NA | … | … |
Data as of 11/16/2021, Common starting date is 02/02/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OVERX (STERLING CAPITAL MID VALUE FUND CLASS R) | 02/02/2010 | 11/16/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.15 | 27.81 | 14.24 | 10.57 | 11.79 | NA | NA | … | … | 22.30 | 8.93 | 28.65 | -18.47 | 13.63 | 15.84 | -2.42 | 5.32 | 43.69 | 11.53 | -3.85 | 18.25 |
| Sharpe Ratio | NA | 1.67 | 0.47 | 0.42 | 0.58 | NA | NA | … | … | 1.54 | 0.20 | 1.75 | -1.15 | 1.31 | 0.87 | -0.16 | 0.44 | 4.03 | 0.79 | -0.14 | 1.04 |
| Standard Deviation(%) | NA | 16.63 | 28.81 | 23.70 | 19.76 | NA | NA | … | … | 16.76 | 43.62 | 15.59 | 17.25 | 9.98 | 17.85 | 15.15 | 12.03 | 10.85 | 14.61 | 27.44 | 19.23 |
| Draw Down(%) | NA | 8.64 | 45.67 | 45.67 | 45.67 | NA | NA | … | … | 8.64 | 45.67 | 8.81 | 28.02 | 6.73 | 14.08 | 14.01 | 9.70 | 4.66 | 11.88 | 27.11 | 16.87 |
| Yield(%) | 0.00 | 0.03 | 6.95 | 5.93 | 8.58 | 6.47 | 4.86 | … | … | 0.00 | 0.03 | 15.66 | 7.71 | 4.94 | 3.59 | 17.86 | 6.49 | 8.77 | 1.11 | 0.76 | 0.53 |
Data as of 11/16/2021, Common starting date is 02/02/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OVERX (STERLING CAPITAL MID VALUE FUND CLASS R) |
-9.16%
Mar 2017 – Mar 2020 |
-2.89%
Mar 2015 – Mar 2020 |
5.02%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OVERX (STERLING CAPITAL MID VALUE FUND CLASS R) |
21.82%
Sep 2011 – Sep 2014 |
16.14%
Jun 2010 – Jun 2015 |
12.43%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart