Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STSNX (STERLING CAPITAL STRATTON SMALL CAP VALUE FUND A SHARES) | 19.37% | 37.05% | 20.89% | 9.97% | 11.22% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/17/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STSNX (STERLING CAPITAL STRATTON SMALL CAP VALUE FUND A 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 (%) | 1.30 | 37.05 | 20.89 | 9.97 | 11.22 | NA | NA | … | … | 19.37 | -7.53 | 13.49 | 18.76 | -14.66 | 31.28 | 2.90 | 24.20 | -14.59 | 12.89 | 25.05 | -2.39 |
| Sharpe Ratio | NA | 2.14 | 0.95 | 0.36 | 0.43 | NA | NA | … | … | 2.88 | -0.40 | 0.56 | 0.83 | -0.65 | 1.62 | 0.06 | 1.61 | -0.93 | 1.04 | 1.47 | -1.11 |
| Standard Deviation(%) | NA | 15.53 | 18.50 | 19.99 | 22.14 | NA | NA | … | … | 16.51 | 26.37 | 17.65 | 18.45 | 24.88 | 19.30 | 44.03 | 14.13 | 17.27 | 11.77 | 16.91 | 16.68 |
| Draw Down(%) | NA | 9.36 | 25.53 | 25.53 | 44.32 | NA | NA | … | … | 9.36 | 22.09 | 10.37 | 13.73 | 23.08 | 8.11 | 44.32 | 8.19 | 23.27 | 6.53 | 13.22 | 7.57 |
| Yield(%) | 0.00 | 19.74 | 21.76 | 14.71 | 13.17 | 9.13 | 6.85 | … | … | 0.00 | 19.24 | 22.28 | 33.03 | 18.59 | 25.25 | 14.52 | 7.72 | 6.97 | 9.33 | 6.08 | 1.45 |
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 |
|---|---|---|---|---|
| STSNX (STERLING CAPITAL STRATTON SMALL CAP VALUE FUND A SHARES) |
-6.85%
Mar 2017 – Mar 2020 |
3.21%
Sep 2017 – Sep 2022 |
10.01%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STSNX (STERLING CAPITAL STRATTON SMALL CAP VALUE FUND A SHARES) |
21.27%
May 2023 – May 2026 |
16.72%
Mar 2020 – Mar 2025 |
12.07%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart