Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STRMX (STERLING CAPITAL MID VALUE FUND CLASS R6) | NA | 1.83% | 4.72% | 14.38% | NA | NA | NA | … | … |
Data as of 05/14/2025, Common starting date is 02/02/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STRMX (STERLING CAPITAL MID VALUE FUND CLASS R6) | 02/02/2018 | 05/14/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -30.11 | 1.83 | 4.72 | 14.38 | NA | NA | NA | … | … | -0.31 | 7.39 | 13.00 | -12.44 | 21.70 | 9.57 | 29.33 | -20.54 |
| Sharpe Ratio | NA | -0.03 | 0.04 | 0.41 | NA | NA | NA | … | … | -0.04 | 0.27 | 0.59 | -0.61 | 1.26 | 0.21 | 1.78 | -1.36 |
| Standard Deviation(%) | NA | 54.87 | 35.04 | 30.34 | NA | NA | NA | … | … | 89.11 | 14.18 | 15.90 | 23.00 | 17.18 | 43.63 | 15.67 | 17.54 |
| Draw Down(%) | NA | 30.11 | 30.11 | 30.11 | NA | NA | NA | … | … | 30.11 | 7.85 | 13.94 | 23.59 | 8.73 | 45.63 | 8.96 | 26.20 |
| Yield(%) | 30.93 | 38.49 | 18.46 | 20.30 | 7.87 | 5.25 | 3.94 | … | … | 30.75 | 10.79 | 7.88 | 13.94 | 9.57 | 0.48 | 15.17 | 7.30 |
Data as of 05/14/2025, 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 |
|---|---|---|---|---|
| STRMX (STERLING CAPITAL MID VALUE FUND CLASS R6) |
0.61%
Apr 2021 – Apr 2024 |
3.70%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STRMX (STERLING CAPITAL MID VALUE FUND CLASS R6) |
20.12%
Mar 2020 – Mar 2023 |
15.94%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart