Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPSDX (STERLING CAPITAL BEHAVIORAL SMALL CAP VALUE EQUITY FUND CLASS C) | 16.21% | 33.29% | 18.29% | 5.81% | 8.05% | 7.61% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/02/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPSDX (STERLING CAPITAL BEHAVIORAL SMALL CAP VALUE EQUITY FUND CLASS C) | 02/02/2010 | 06/04/2026 |
| 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 (%) | 0.34 | 33.29 | 18.29 | 5.81 | 8.05 | 7.61 | NA | … | … | 16.21 | -1.09 | -0.18 | 18.25 | -19.22 | 40.11 | -6.75 | 20.66 | -18.03 | 7.82 | 22.58 | -3.58 | 3.82 | 36.67 | 11.31 | -10.20 | 22.69 |
| Sharpe Ratio | NA | 1.84 | 0.80 | 0.16 | 0.27 | NA | NA | … | … | 2.38 | -0.19 | -0.34 | 0.74 | -0.81 | 1.73 | -0.14 | 1.35 | -1.18 | 0.59 | 1.32 | -0.24 | 0.27 | 2.69 | 0.70 | -0.34 | 1.13 |
| Standard Deviation(%) | NA | 15.64 | 18.91 | 20.74 | 23.53 | NA | NA | … | … | 16.22 | 21.63 | 20.08 | 19.15 | 25.50 | 23.16 | 48.35 | 14.30 | 16.45 | 12.34 | 16.93 | 15.04 | 14.07 | 13.62 | 16.31 | 30.25 | 22.04 |
| Draw Down(%) | NA | 8.34 | 25.35 | 29.85 | 51.90 | NA | NA | … | … | 8.34 | 21.60 | 16.36 | 16.33 | 28.51 | 11.49 | 48.97 | 10.80 | 26.65 | 7.13 | 12.36 | 11.81 | 12.05 | 5.75 | 15.97 | 30.46 | 18.22 |
| Yield(%) | 0.00 | 11.54 | 8.90 | 4.28 | 4.90 | 5.27 | 4.91 | … | … | 0.00 | 10.85 | 10.16 | 1.64 | 0.00 | 0.00 | 0.00 | 0.89 | 11.44 | 3.82 | 0.41 | 0.64 | 3.07 | 15.87 | 1.31 | 7.35 | 0.06 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| SPSDX (STERLING CAPITAL BEHAVIORAL SMALL CAP VALUE EQUITY FUND CLASS C) |
-13.19%
Mar 2017 – Mar 2020 |
-5.71%
Mar 2015 – Mar 2020 |
2.29%
Mar 2010 – Mar 2020 |
6.01%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPSDX (STERLING CAPITAL BEHAVIORAL SMALL CAP VALUE EQUITY FUND CLASS C) |
19.42%
Mar 2020 – Mar 2023 |
15.64%
Mar 2020 – Mar 2025 |
10.51%
Sep 2011 – Sep 2021 |
8.35%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart