Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPSRX (STERLING CAPITAL BEHAVIORAL SMALL CAP VALUE EQUITY FUND CLASS R) | NA | 56.22% | 13.70% | 9.71% | 10.95% | NA | NA | … | … |
Data as of 11/16/2021, Common starting date is 02/02/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPSRX (STERLING CAPITAL BEHAVIORAL SMALL CAP VALUE EQUITY FUND CLASS R) | 02/02/2010 | 11/16/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 56.22 | 13.70 | 9.71 | 10.95 | NA | NA | … | … | 46.37 | -6.71 | 21.30 | -17.75 | 8.43 | 22.98 | -3.17 | 4.66 | 37.34 | 12.30 | -8.72 | 23.28 |
| Sharpe Ratio | NA | 2.50 | 0.41 | 0.34 | 0.49 | NA | NA | … | … | 2.36 | -0.14 | 1.39 | -1.16 | 0.64 | 1.34 | -0.21 | 0.33 | 2.73 | 0.76 | -0.29 | 1.16 |
| Standard Deviation(%) | NA | 22.52 | 32.02 | 26.20 | 21.64 | NA | NA | … | … | 23.01 | 48.05 | 14.35 | 16.47 | 12.30 | 16.94 | 14.96 | 14.06 | 13.66 | 16.26 | 30.12 | 22.09 |
| Draw Down(%) | NA | 11.43 | 48.91 | 51.55 | 51.55 | NA | NA | … | … | 11.43 | 48.91 | 10.68 | 26.63 | 6.96 | 12.12 | 11.79 | 12.08 | 5.75 | 15.71 | 30.01 | 18.49 |
| Yield(%) | 0.00 | 0.56 | 4.69 | 3.95 | 5.80 | 4.41 | 3.30 | … | … | 0.00 | 0.49 | 1.45 | 11.58 | 4.44 | 0.74 | 0.99 | 3.32 | 16.20 | 1.29 | 7.35 | 0.47 |
Data as of 11/16/2021, 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 |
|---|---|---|---|---|
| SPSRX (STERLING CAPITAL BEHAVIORAL SMALL CAP VALUE EQUITY FUND CLASS R) |
-12.76%
Mar 2017 – Mar 2020 |
-5.28%
Mar 2015 – Mar 2020 |
2.92%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPSRX (STERLING CAPITAL BEHAVIORAL SMALL CAP VALUE EQUITY FUND CLASS R) |
18.65%
Sep 2011 – Sep 2014 |
14.14%
Nov 2012 – Nov 2017 |
11.17%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart