Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STREX (STERLING CAPITAL EQUITY INCOME FUND CLASS R6) | 2.53% | 3.75% | 7.38% | 5.61% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 02/02/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STREX (STERLING CAPITAL EQUITY INCOME FUND CLASS R6) | 02/02/2018 | 06/10/2026 |
| 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 (%) | 0.00 | 3.75 | 7.38 | 5.61 | NA | NA | NA | … | … | 2.53 | 1.99 | 4.94 | 12.66 | -3.06 | 28.19 | 8.73 | 25.45 | -3.98 |
| Sharpe Ratio | NA | 0.22 | 0.36 | 0.22 | NA | NA | NA | … | … | 0.42 | -0.06 | 0.12 | 0.74 | -0.23 | 2.33 | 0.24 | 2.05 | -0.36 |
| Standard Deviation(%) | NA | 10.57 | 12.36 | 14.04 | NA | NA | NA | … | … | 11.05 | 14.90 | 10.75 | 12.21 | 19.26 | 12.09 | 35.86 | 11.68 | 16.27 |
| Draw Down(%) | NA | 7.56 | 15.72 | 15.72 | NA | NA | NA | … | … | 7.56 | 12.98 | 9.45 | 10.96 | 14.70 | 5.18 | 37.04 | 5.83 | 14.79 |
| Yield(%) | 0.00 | 21.80 | 17.33 | 12.13 | 9.51 | 6.34 | 4.76 | … | … | 0.33 | 22.12 | 22.46 | 10.09 | 7.61 | 3.83 | 1.97 | 7.17 | 8.96 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| STREX (STERLING CAPITAL EQUITY INCOME FUND CLASS R6) |
4.59%
Nov 2022 – Nov 2025 |
5.54%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STREX (STERLING CAPITAL EQUITY INCOME FUND CLASS R6) |
21.71%
Mar 2020 – Mar 2023 |
16.67%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart