Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPSCX (STERLING CAPITAL BEHAVIORAL SMALL CAP VALUE EQUITY FUND INSTITUTIONAL SHARES) | 15.38% | 33.03% | 19.00% | 6.59% | 9.08% | 8.66% | 7.94% | … | … |
Data as of 06/05/2026, Common starting date is 04/14/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPSCX (STERLING CAPITAL BEHAVIORAL SMALL CAP VALUE EQUITY FUND INSTITUTIONAL SHARES) | 04/14/1997 | 06/05/2026 |
| 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.22 | 33.03 | 19.00 | 6.59 | 9.08 | 8.66 | 7.94 | … | … | 15.38 | 0.46 | 10.09 | 19.36 | -17.97 | 41.56 | -5.80 | 21.95 | -17.24 | 8.89 | 24.08 | -2.67 | 4.90 | 37.97 | 12.48 | -9.24 | 26.09 | 54.51 | -32.77 | -12.85 | 20.75 | 1.97 | 21.59 | 42.23 | -17.03 | 9.76 | 22.13 | 6.50 | -2.86 | 34.71 |
| Sharpe Ratio | NA | 1.92 | 0.86 | 0.22 | 0.32 | NA | NA | … | … | 2.47 | -0.11 | 0.35 | 0.83 | -0.77 | 1.79 | -0.12 | 1.43 | -1.14 | 0.67 | 1.41 | -0.18 | 0.35 | 2.79 | 0.77 | -0.31 | 1.21 | 1.42 | -0.72 | -0.81 | 1.16 | -0.02 | 1.37 | 2.25 | -0.75 | 0.39 | 1.11 | 0.25 | -0.40 | 4.09 |
| Standard Deviation(%) | NA | 15.66 | 18.92 | 20.71 | 23.51 | NA | NA | … | … | 16.26 | 21.41 | 18.63 | 19.16 | 25.34 | 23.18 | 48.27 | 14.36 | 16.45 | 12.38 | 16.89 | 15.02 | 14.08 | 13.59 | 16.28 | 30.13 | 21.56 | 38.33 | 46.74 | 19.92 | 14.97 | 14.62 | 15.03 | 18.41 | 24.35 | 19.02 | 16.07 | 12.62 | 15.71 | 11.60 |
| Draw Down(%) | NA | 8.27 | 25.07 | 28.81 | 51.12 | NA | NA | … | … | 8.27 | 21.41 | 9.66 | 16.17 | 27.62 | 11.40 | 48.87 | 10.56 | 26.43 | 6.95 | 12.23 | 11.63 | 11.83 | 5.71 | 15.67 | 30.12 | 18.01 | 33.98 | 50.94 | 23.64 | 10.34 | 14.28 | 9.92 | 14.59 | 36.05 | 21.99 | 6.88 | 15.80 | 36.31 | 7.63 |
| Yield(%) | 0.00 | 11.20 | 8.97 | 4.64 | 5.63 | 6.09 | 5.76 | … | … | 0.00 | 10.57 | 10.03 | 2.39 | 0.46 | 1.37 | 0.86 | 1.91 | 11.79 | 4.60 | 1.55 | 1.49 | 3.85 | 16.17 | 1.29 | 7.32 | 0.47 | 0.19 | 2.78 | 17.05 | 26.87 | 15.93 | 10.27 | 4.64 | 0.74 | 6.97 | 12.35 | 3.23 | 0.75 | 4.45 |
Data as of 06/05/2026, Common starting date is 04/14/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPSCX (STERLING CAPITAL BEHAVIORAL SMALL CAP VALUE EQUITY FUND INSTITUTIONAL SHARES) |
-18.60%
Feb 2006 – Feb 2009 |
-7.61%
Feb 2004 – Feb 2009 |
3.15%
Feb 1999 – Feb 2009 |
4.11%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPSCX (STERLING CAPITAL BEHAVIORAL SMALL CAP VALUE EQUITY FUND INSTITUTIONAL SHARES) |
34.75%
Feb 2009 – Feb 2012 |
27.94%
Feb 2009 – Feb 2014 |
16.26%
Feb 2009 – Feb 2019 |
12.98%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart