Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STMDX (STERLING CAPITAL STRATTON REAL ESTATE FUND INSTITUTIONAL SHARES) | 10.80% | 10.29% | 9.70% | 0.53% | 4.94% | 7.04% | 6.30% | … | … |
Data as of 06/04/2026, Common starting date is 01/02/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STMDX (STERLING CAPITAL STRATTON REAL ESTATE FUND INSTITUTIONAL SHARES) | 01/02/1980 | 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.20 | 10.29 | 9.70 | 0.53 | 4.94 | 7.04 | 6.30 | … | … | 10.80 | 1.35 | 6.24 | 13.28 | -30.58 | 30.35 | -2.63 | 26.83 | -2.82 | 7.81 | 8.37 | 3.19 | 31.03 | 2.37 | 18.79 | 5.22 | 22.60 | 33.88 | -30.46 | -15.25 | 28.31 | 4.15 | 22.76 | 33.63 | 3.47 | 15.68 | 19.27 | -6.84 | -11.76 | 18.09 | 8.58 | 23.45 | -12.13 | 6.60 | 10.33 | 35.08 | -3.83 | 18.76 | 9.76 | -11.95 | 20.47 | 18.73 | 9.42 | 2.14 | 10.16 | 2.53 | -2.90 |
| Sharpe Ratio | NA | 0.60 | 0.46 | -0.07 | 0.16 | NA | NA | … | … | 1.95 | -0.09 | 0.17 | 0.48 | -1.25 | 1.90 | -0.07 | 2.06 | -0.26 | 0.73 | 0.49 | 0.19 | 2.28 | 0.15 | 1.44 | 0.18 | 0.88 | 0.59 | -0.48 | -0.83 | 1.87 | 0.12 | 1.21 | 2.97 | 0.15 | 1.16 | 1.46 | -1.19 | -1.22 | 2.41 | 0.68 | 3.10 | -1.67 | 0.65 | 1.46 | 4.28 | -1.49 | 2.57 | 0.85 | -1.29 | 1.57 | 1.64 | 0.29 | -0.53 | 0.23 | -0.49 | -0.72 |
| Standard Deviation(%) | NA | 12.73 | 16.41 | 19.08 | 20.76 | NA | NA | … | … | 13.54 | 16.56 | 15.61 | 20.05 | 25.78 | 15.95 | 41.76 | 12.33 | 16.00 | 9.78 | 16.51 | 16.22 | 13.61 | 15.07 | 13.10 | 28.93 | 25.64 | 57.37 | 65.56 | 22.15 | 13.35 | 15.31 | 18.04 | 11.08 | 15.54 | 11.63 | 10.33 | 8.60 | 12.50 | 5.95 | 7.19 | 6.28 | 9.10 | 6.83 | 5.33 | 7.24 | 6.22 | 4.98 | 5.69 | 12.52 | 10.21 | 8.10 | 8.20 | 7.82 | 9.90 | 16.23 | 15.81 |
| Draw Down(%) | NA | 7.70 | 16.98 | 37.31 | 40.52 | NA | NA | … | … | 7.70 | 13.96 | 10.70 | 19.42 | 33.43 | 8.24 | 40.52 | 5.75 | 12.63 | 6.19 | 15.11 | 16.30 | 6.06 | 17.61 | 8.94 | 22.32 | 15.68 | 35.81 | 58.41 | 23.85 | 10.32 | 12.01 | 18.44 | 6.96 | 18.16 | 15.68 | 7.32 | 16.85 | 21.05 | 4.12 | 6.39 | 3.28 | 14.49 | 10.14 | 4.69 | 2.82 | 10.67 | 2.16 | 4.01 | 20.46 | 7.26 | 11.06 | 11.07 | 10.57 | 9.09 | 8.16 | 10.55 |
| Yield(%) | 0.00 | 5.94 | 7.23 | 3.83 | 4.91 | 6.22 | 5.52 | … | … | 0.64 | 6.02 | 7.01 | 8.70 | 1.24 | 1.57 | 1.89 | 6.70 | 5.47 | 4.92 | 8.10 | 4.18 | 8.42 | 2.70 | 7.12 | 3.37 | 1.38 | 4.52 | 13.31 | 12.57 | 13.87 | 10.92 | 9.63 | 8.40 | 4.19 | 1.39 | 8.31 | 7.58 | 6.76 | 7.06 | 7.03 | 8.09 | 6.67 | 6.74 | 6.88 | 8.67 | 8.52 | 8.68 | 8.79 | 8.68 | 10.54 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/02/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STMDX (STERLING CAPITAL STRATTON REAL ESTATE FUND INSTITUTIONAL SHARES) |
-20.52%
Feb 2006 – Feb 2009 |
-8.06%
Mar 2004 – Mar 2009 |
2.77%
Feb 1999 – Feb 2009 |
3.15%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STMDX (STERLING CAPITAL STRATTON REAL ESTATE FUND INSTITUTIONAL SHARES) |
36.30%
Feb 2009 – Feb 2012 |
25.70%
Feb 2009 – Feb 2014 |
17.40%
Feb 2009 – Feb 2019 |
12.03%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart