Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPSAX (STERLING CAPITAL BEHAVIORAL SMALL CAP VALUE EQUITY FUND CLASS A) | 15.14% | 31.29% | 18.67% | 6.43% | 8.95% | 8.34% | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/02/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPSAX (STERLING CAPITAL BEHAVIORAL SMALL CAP VALUE EQUITY FUND CLASS A) | 02/02/2010 | 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 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.21 | 31.29 | 18.67 | 6.43 | 8.95 | 8.34 | NA | … | … | 15.14 | 8.36 | 9.86 | 19.07 | -18.25 | 41.16 | -6.00 | 22.61 | -17.38 | 8.63 | 23.31 | -2.86 | 4.61 | 37.66 | 12.16 | -9.47 | 23.47 |
| Sharpe Ratio | NA | 1.91 | 0.84 | 0.20 | 0.31 | NA | NA | … | … | 2.45 | 0.27 | 0.33 | 0.81 | -0.78 | 1.78 | -0.13 | 1.47 | -1.14 | 0.65 | 1.37 | -0.19 | 0.33 | 2.76 | 0.75 | -0.31 | 1.17 |
| Standard Deviation(%) | NA | 15.58 | 18.92 | 20.71 | 23.53 | NA | NA | … | … | 16.25 | 20.22 | 18.69 | 19.16 | 25.38 | 23.15 | 48.39 | 14.34 | 16.46 | 12.41 | 16.91 | 15.00 | 14.02 | 13.63 | 16.23 | 30.17 | 22.07 |
| Draw Down(%) | NA | 8.30 | 25.15 | 29.01 | 50.88 | NA | NA | … | … | 8.30 | 21.48 | 9.63 | 16.21 | 27.78 | 11.42 | 48.85 | 10.60 | 26.47 | 7.00 | 12.25 | 11.69 | 11.87 | 5.74 | 15.67 | 30.16 | 18.11 |
| Yield(%) | 0.00 | 11.10 | 8.88 | 4.53 | 5.51 | 5.83 | 5.54 | … | … | 0.00 | 10.57 | 9.99 | 2.15 | 0.24 | 1.04 | 0.65 | 2.57 | 11.64 | 4.36 | 0.93 | 1.26 | 3.63 | 15.92 | 1.30 | 7.33 | 0.32 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| SPSAX (STERLING CAPITAL BEHAVIORAL SMALL CAP VALUE EQUITY FUND CLASS A) |
-12.29%
Mar 2017 – Mar 2020 |
-4.88%
Mar 2015 – Mar 2020 |
3.13%
Mar 2010 – Mar 2020 |
6.90%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPSAX (STERLING CAPITAL BEHAVIORAL SMALL CAP VALUE EQUITY FUND CLASS A) |
20.50%
Mar 2020 – Mar 2023 |
16.64%
Mar 2020 – Mar 2025 |
11.42%
Sep 2011 – Sep 2021 |
9.26%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart