Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STRNX (STERLING CAPITAL STRATTON MID CAP VALUE FUND C SHARES) | 17.56% | 25.40% | 15.02% | 6.35% | 9.05% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/17/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STRNX (STERLING CAPITAL STRATTON MID CAP VALUE FUND C SHARES) | 11/17/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.98 | 25.40 | 15.02 | 6.35 | 9.05 | NA | NA | … | … | 17.56 | 4.38 | 8.48 | 13.40 | -11.72 | 22.38 | 2.84 | 28.87 | -15.13 | 20.54 | 10.54 | -0.63 |
| Sharpe Ratio | NA | 1.50 | 0.75 | 0.21 | 0.38 | NA | NA | … | … | 2.55 | 0.08 | 0.34 | 0.63 | -0.58 | 1.45 | 0.07 | 2.26 | -1.08 | 2.34 | 0.64 | -0.31 |
| Standard Deviation(%) | NA | 14.16 | 15.80 | 17.47 | 19.20 | NA | NA | … | … | 16.12 | 18.12 | 14.19 | 15.54 | 22.87 | 15.44 | 38.44 | 12.14 | 15.38 | 8.52 | 16.07 | 16.91 |
| Draw Down(%) | NA | 7.85 | 21.17 | 21.72 | 41.44 | NA | NA | … | … | 7.85 | 18.48 | 9.06 | 12.96 | 21.72 | 6.90 | 41.44 | 6.65 | 23.28 | 4.59 | 15.15 | 5.86 |
| Yield(%) | 0.00 | 10.14 | 12.17 | 9.14 | 8.60 | 5.88 | 4.41 | … | … | 0.00 | 9.97 | 14.49 | 12.25 | 13.34 | 9.00 | 0.36 | 3.28 | 7.41 | 3.94 | 0.52 | 3.44 |
Data as of 06/04/2026, Common starting date is 11/17/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STRNX (STERLING CAPITAL STRATTON MID CAP VALUE FUND C SHARES) |
-3.93%
Mar 2017 – Mar 2020 |
3.05%
Sep 2017 – Sep 2022 |
7.59%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STRNX (STERLING CAPITAL STRATTON MID CAP VALUE FUND C SHARES) |
17.49%
Dec 2018 – Dec 2021 |
13.29%
Mar 2020 – Mar 2025 |
9.59%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart