Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMDOX (Sterling Capital SMID Opport Fund Inst C) | NA | -9.09% | -2.09% | 5.24% | NA | NA | NA | … | … |
Data as of 01/26/2024, Common starting date is 10/03/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMDOX (Sterling Capital SMID Opport Fund Inst C) | 10/03/2016 | 01/26/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.39 | -9.09 | -2.09 | 5.24 | NA | NA | NA | … | … | -14.29 | 13.60 | -17.54 | 18.96 | 8.31 | 36.76 | -10.81 | 14.06 | 4.60 |
| Sharpe Ratio | NA | -0.59 | -0.20 | 0.16 | NA | NA | NA | … | … | -1.51 | 0.58 | -0.84 | 1.38 | 0.22 | 2.80 | -0.79 | 1.64 | 2.22 |
| Standard Deviation(%) | NA | 22.55 | 20.12 | 23.50 | NA | NA | NA | … | … | 61.09 | 16.26 | 22.60 | 13.75 | 37.35 | 12.61 | 15.26 | 8.22 | 8.92 |
| Draw Down(%) | NA | 17.48 | 23.71 | 42.98 | NA | NA | NA | … | … | 17.19 | 13.73 | 23.66 | 5.77 | 42.98 | 5.46 | 21.71 | 5.19 | 2.19 |
| Yield(%) | 0.00 | 22.75 | 12.56 | 11.00 | 6.53 | 4.35 | 3.26 | … | … | 0.00 | 24.45 | 8.28 | 9.65 | 0.00 | 6.04 | 0.63 | 1.71 | 0.00 |
Data as of 01/26/2024, Common starting date is 10/03/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMDOX (Sterling Capital SMID Opport Fund Inst C) |
-2.09%
Mar 2017 – Mar 2020 |
4.06%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMDOX (Sterling Capital SMID Opport Fund Inst C) |
20.78%
Dec 2018 – Dec 2021 |
12.38%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart