Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCSPX (STERLING CAPITAL SECURITIZED OPPORTUNITIES FUND INSTITUTIONAL CLASS) | -0.03% | 5.20% | 4.40% | 0.92% | 1.91% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 07/19/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCSPX (STERLING CAPITAL SECURITIZED OPPORTUNITIES FUND INSTITUTIONAL CLASS) | 07/19/2011 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.20 | 4.40 | 0.92 | 1.91 | NA | NA | … | … | -0.03 | 7.70 | 2.38 | 5.08 | -9.03 | -1.04 | 4.60 | 6.25 | 1.48 | 3.10 | 2.55 | 1.47 | 5.83 | -1.61 | 4.08 | 1.20 |
| Sharpe Ratio | NA | 0.82 | 0.31 | -0.32 | 0.09 | NA | NA | … | … | -0.52 | 1.15 | -0.25 | 0.23 | -1.84 | -0.55 | 1.44 | 1.69 | 0.04 | 1.04 | 1.10 | 0.56 | 2.40 | -0.56 | 2.54 | 0.95 |
| Standard Deviation(%) | NA | 3.63 | 4.87 | 4.97 | 3.95 | NA | NA | … | … | 3.91 | 4.19 | 4.98 | 6.28 | 5.69 | 1.93 | 3.02 | 2.82 | 2.62 | 2.36 | 2.12 | 2.58 | 2.43 | 2.92 | 1.60 | 2.78 |
| Draw Down(%) | NA | 2.92 | 5.26 | 13.41 | 13.41 | NA | NA | … | … | 2.92 | 2.41 | 3.44 | 6.27 | 12.10 | 1.81 | 5.03 | 1.38 | 2.07 | 1.06 | 2.43 | 1.33 | 0.71 | 3.96 | 0.49 | 1.86 |
| Yield(%) | 0.00 | 3.70 | 3.63 | 2.77 | 2.75 | 2.73 | 2.05 | … | … | 1.29 | 4.07 | 3.58 | 3.14 | 2.10 | 1.99 | 2.57 | 3.10 | 3.14 | 2.77 | 2.45 | 2.67 | 3.09 | 3.30 | 3.24 | 0.00 |
Data as of 06/03/2026, Common starting date is 07/19/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCSPX (STERLING CAPITAL SECURITIZED OPPORTUNITIES FUND INSTITUTIONAL CLASS) |
-3.92%
Oct 2020 – Oct 2023 |
-0.17%
Oct 2017 – Oct 2022 |
1.04%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCSPX (STERLING CAPITAL SECURITIZED OPPORTUNITIES FUND INSTITUTIONAL CLASS) |
5.69%
Oct 2022 – Oct 2025 |
3.58%
Dec 2015 – Dec 2020 |
2.77%
Aug 2011 – Aug 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart