Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STRDX (STERLING CAPITAL TOTAL RETURN BOND FUND CLASS R6) | -0.15% | 4.39% | 4.22% | 0.22% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/02/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STRDX (STERLING CAPITAL TOTAL RETURN BOND FUND CLASS R6) | 02/02/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 4.39 | 4.22 | 0.22 | NA | NA | NA | … | … | -0.15 | 7.11 | 2.27 | 5.97 | -13.14 | -1.11 | 9.36 | 9.38 | 1.20 |
| Sharpe Ratio | NA | 0.70 | 0.26 | -0.39 | NA | NA | NA | … | … | -0.55 | 0.93 | -0.24 | 0.32 | -2.09 | -0.34 | 1.68 | 2.09 | -0.03 |
| Standard Deviation(%) | NA | 3.99 | 5.50 | 5.82 | NA | NA | NA | … | … | 4.28 | 4.57 | 5.65 | 7.27 | 6.99 | 3.37 | 5.40 | 3.78 | 2.90 |
| Draw Down(%) | NA | 3.04 | 6.31 | 18.27 | NA | NA | NA | … | … | 3.04 | 2.76 | 3.83 | 7.39 | 17.12 | 3.29 | 8.81 | 2.27 | 1.70 |
| Yield(%) | 0.00 | 4.03 | 4.06 | 3.19 | 2.89 | 1.93 | 1.45 | … | … | 1.44 | 4.36 | 4.15 | 3.63 | 2.50 | 3.11 | 4.33 | 3.40 | 2.99 |
Data as of 06/04/2026, Common starting date is 02/02/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STRDX (STERLING CAPITAL TOTAL RETURN BOND FUND CLASS R6) |
-5.05%
Oct 2020 – Oct 2023 |
-0.47%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STRDX (STERLING CAPITAL TOTAL RETURN BOND FUND CLASS R6) |
6.62%
Jul 2018 – Jul 2021 |
1.72%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart