Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMDPX (Sterling Capital SMID Opport Fund Cl A) | NA | -9.40% | -2.38% | 4.93% | 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 |
|---|---|---|
| SMDPX (Sterling Capital SMID Opport Fund Cl A) | 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 (%) | 2.44 | -9.40 | -2.38 | 4.93 | NA | NA | NA | … | … | -14.44 | -12.24 | -17.77 | 8.83 | 8.14 | 30.86 | -11.06 | 13.89 | 4.50 |
| Sharpe Ratio | NA | -0.60 | -0.21 | 0.14 | NA | NA | NA | … | … | -1.49 | -0.61 | -0.85 | 0.55 | 0.21 | 2.22 | -0.81 | 1.61 | 2.12 |
| Standard Deviation(%) | NA | 22.72 | 20.19 | 23.50 | NA | NA | NA | … | … | 61.84 | 27.34 | 22.58 | 16.10 | 37.26 | 13.37 | 15.22 | 8.28 | 8.95 |
| Draw Down(%) | NA | 17.73 | 23.87 | 42.97 | NA | NA | NA | … | … | 17.39 | 21.45 | 23.77 | 11.44 | 42.97 | 5.49 | 21.84 | 5.28 | 2.29 |
| Yield(%) | 0.00 | 22.55 | 12.51 | 10.90 | 6.44 | 4.29 | 3.22 | … | … | 0.00 | 24.23 | 8.38 | 9.74 | 0.00 | 6.06 | 0.49 | 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 |
|---|---|---|---|---|
| SMDPX (Sterling Capital SMID Opport Fund Cl A) |
-2.33%
Mar 2017 – Mar 2020 |
3.80%
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 |
|---|---|---|---|---|
| SMDPX (Sterling Capital SMID Opport Fund Cl A) |
20.49%
Dec 2018 – Dec 2021 |
12.12%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart