Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STRSX (STERLING CAPITAL SPECIAL OPPORTUNITIES FUND CLASS R6) | 13.25% | 31.70% | 21.08% | 11.40% | 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 |
|---|---|---|
| STRSX (STERLING CAPITAL SPECIAL OPPORTUNITIES 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 (%) | 3.88 | 31.70 | 21.08 | 11.40 | NA | NA | NA | … | … | 13.25 | -2.99 | 21.13 | 25.23 | -19.96 | 27.86 | 13.51 | 28.66 | -7.76 |
| Sharpe Ratio | NA | 1.85 | 1.02 | 0.44 | NA | NA | NA | … | … | 1.44 | -0.22 | 1.25 | 1.37 | -0.85 | 2.08 | 0.37 | 1.93 | -0.55 |
| Standard Deviation(%) | NA | 14.45 | 16.88 | 18.53 | NA | NA | NA | … | … | 16.82 | 26.46 | 14.02 | 15.83 | 25.24 | 13.41 | 35.31 | 14.08 | 18.24 |
| Draw Down(%) | NA | 14.92 | 21.65 | 24.96 | NA | NA | NA | … | … | 14.92 | 21.65 | 7.23 | 13.15 | 24.68 | 6.71 | 38.76 | 7.55 | 19.71 |
| Yield(%) | 0.00 | 18.43 | 17.35 | 11.82 | 9.47 | 6.31 | 4.73 | … | … | 0.00 | 17.94 | 17.70 | 18.88 | 5.85 | 13.82 | 1.81 | 6.38 | 7.84 |
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 |
|---|---|---|---|---|
| STRSX (STERLING CAPITAL SPECIAL OPPORTUNITIES FUND CLASS R6) |
4.23%
Apr 2021 – Apr 2024 |
7.34%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STRSX (STERLING CAPITAL SPECIAL OPPORTUNITIES FUND CLASS R6) |
23.14%
Dec 2018 – Dec 2021 |
17.31%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart