Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STSCX (STERLING CAPITAL STRATTON SMALL CAP VALUE FUND INSTITUTIONAL SHARES) | 19.50% | 37.42% | 21.19% | 0.84% | 5.03% | 6.75% | 5.75% | … | … |
Data as of 06/04/2026, Common starting date 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 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.28 | 37.42 | 21.19 | 0.84 | 5.03 | 6.75 | 5.75 | … | … | 19.50 | 11.87 | 13.79 | 19.03 | -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 | 2.08 | 0.95 | -0.08 | 0.14 | NA | NA | … | … | 2.73 | 0.44 | 0.58 | 0.84 | -0.99 | 0.23 | -0.25 | 1.63 | -0.92 | 1.07 | 1.49 | -0.27 | 0.21 | 2.88 | 0.97 | 0.01 | 1.02 | 0.56 | -0.74 | -0.29 | 0.66 | 0.55 | 1.51 | 3.18 | -0.43 | 0.31 | 1.09 | -0.54 | -0.91 | 3.49 | 0.83 | 3.72 | -1.10 | 1.58 |
| Standard Deviation(%) | NA | 15.56 | 18.49 | 24.51 | 24.78 | NA | NA | … | … | 16.48 | 20.67 | 17.65 | 18.45 | 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 | 9.33 | 25.48 | 47.28 | 47.28 | NA | NA | … | … | 9.33 | 22.06 | 10.36 | 13.70 | 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 | 19.39 | 21.65 | 7.64 | 7.69 | 8.44 | 7.17 | … | … | 0.00 | 18.93 | 22.12 | 32.88 | 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 06/04/2026, Common starting date 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) |
-15.75%
Feb 2006 – Feb 2009 |
-7.58%
May 2018 – May 2023 |
0.04%
Oct 2013 – Oct 2023 |
2.70%
May 2008 – May 2023 |
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