Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| STSCX (STERLING CAPITAL STRATTON SMALL CAP VALUE FUND INSTITUTIONAL SHARES) | 4.13% | 13.35% | -6.30% | -4.21% | -0.91% | 4.68% | 3.24% | 7.01% |
Data as of 07/03/2025, AR inception is 07/07/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STSCX (STERLING CAPITAL STRATTON SMALL CAP VALUE FUND INSTITUTIONAL SHARES) | 07/07/1993 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.28 | 13.35 | -6.30 | -4.21 | -0.91 | 4.68 | 3.24 | 7.01 | 4.13 | -7.03 | -15.63 | -32.42 | 6.67 | -11.33 | 24.51 | -14.38 | 13.19 | 25.33 | -4.16 | 3.13 | 39.29 | 14.93 | 0.34 | 22.91 | 17.87 | -25.77 | -2.19 | 13.82 | 10.88 | 24.74 | 51.99 | -8.43 | 8.49 | 23.72 | -1.98 | -9.59 | 38.01 | 10.59 | 25.73 | -3.68 | 5.08 |
| Sharpe Ratio | NA | 0.44 | -0.32 | -0.21 | -0.09 | NA | NA | 0.24 | 0.21 | -0.53 | -0.56 | -0.99 | 0.23 | -0.25 | 1.63 | -0.91 | 1.07 | 1.49 | -0.27 | 0.21 | 2.88 | 0.97 | 0.01 | 1.02 | 0.56 | -0.73 | -0.28 | 0.67 | 0.55 | 1.52 | 3.18 | -0.43 | 0.32 | 1.10 | -0.52 | -0.90 | 3.51 | 0.85 | 3.74 | -1.08 | 1.60 |
| Standard Deviation(%) | NA | 22.75 | 30.12 | 29.54 | 26.70 | NA | NA | 21.37 | 24.99 | 25.87 | 35.58 | 34.30 | 28.61 | 46.58 | 14.15 | 17.27 | 11.80 | 16.91 | 15.63 | 14.90 | 13.63 | 15.50 | 29.30 | 22.41 | 31.63 | 36.20 | 18.31 | 15.76 | 15.77 | 15.69 | 16.11 | 22.28 | 19.60 | 17.81 | 9.96 | 14.30 | 9.78 | 8.31 | 5.85 | 6.17 | 5.32 |
| Draw Down(%) | NA | 25.48 | 42.37 | 56.98 | 56.98 | NA | NA | 56.98 | 22.06 | 26.56 | 27.90 | 34.50 | 24.13 | 44.28 | 8.17 | 23.21 | 6.49 | 13.19 | 14.15 | 13.40 | 5.78 | 12.27 | 24.98 | 19.90 | 31.26 | 44.58 | 15.36 | 15.04 | 11.00 | 9.73 | 8.44 | 26.37 | 19.59 | 9.31 | 12.97 | 32.83 | 6.54 | 8.56 | 3.75 | 9.04 | 3.98 |
| Yield(%) | 0.00 | 21.09 | 5.31 | 3.26 | 4.67 | 7.29 | 5.24 | 6.68 | 0.00 | 22.12 | 0.45 | 0.33 | 0.13 | 0.52 | 7.94 | 7.13 | 9.49 | 6.20 | 1.46 | 2.08 | 6.21 | 3.56 | 0.00 | 0.00 | 0.00 | 0.00 | 2.74 | 1.84 | 3.63 | 2.27 | 6.67 | 1.34 | 0.00 | 3.73 | 1.34 | 0.98 | 3.97 | 4.01 | 1.39 | 1.00 | 0.35 |
Data as of 07/03/2025, AR inception is 07/07/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STSCX (STERLING CAPITAL STRATTON SMALL CAP VALUE FUND INSTITUTIONAL SHARES) |
-20.12%
Apr 2021 - Apr 2024 |
-10.02%
Jan 2019 - Jan 2024 |
-2.32%
Feb 2014 - Feb 2024 |
2.61%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STSCX (STERLING CAPITAL STRATTON SMALL CAP VALUE FUND INSTITUTIONAL SHARES) |
34.77%
Mar 2003 - Mar 2006 |
25.15%
Feb 2009 - Feb 2014 |
15.00%
Feb 2009 - Feb 2019 |
12.64%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart