Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STSOX (STERLING CAPITAL STRATTON SMALL CAP VALUE FUND C SHARES) | 17.86% | 34.11% | 19.72% | 9.09% | 10.42% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/17/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STSOX (STERLING CAPITAL STRATTON SMALL CAP VALUE FUND C SHARES) | 11/17/2015 | 06/03/2026 |
| 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 (%) | 0.12 | 34.11 | 19.72 | 9.09 | 10.42 | NA | NA | … | … | 17.86 | 10.85 | 12.70 | 18.04 | -15.31 | 30.31 | 2.13 | 23.29 | -15.23 | 12.06 | 24.12 | -2.48 |
| Sharpe Ratio | NA | 2.00 | 0.89 | 0.32 | 0.39 | NA | NA | … | … | 2.63 | 0.39 | 0.51 | 0.78 | -0.67 | 1.57 | 0.04 | 1.54 | -0.97 | 0.97 | 1.41 | -1.15 |
| Standard Deviation(%) | NA | 15.51 | 18.53 | 20.01 | 22.14 | NA | NA | … | … | 16.49 | 20.68 | 17.71 | 18.49 | 24.89 | 19.29 | 44.02 | 14.14 | 17.28 | 11.77 | 16.92 | 16.68 |
| Draw Down(%) | NA | 9.42 | 25.72 | 25.72 | 44.39 | NA | NA | … | … | 9.42 | 22.21 | 10.39 | 13.88 | 23.50 | 8.25 | 44.39 | 8.24 | 23.57 | 6.61 | 13.28 | 7.60 |
| Yield(%) | 0.00 | 22.93 | 23.49 | 15.32 | 13.20 | 9.03 | 6.77 | … | … | 0.00 | 22.41 | 25.08 | 35.49 | 19.54 | 26.23 | 14.61 | 7.50 | 6.91 | 9.28 | 6.00 | 1.39 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| STSOX (STERLING CAPITAL STRATTON SMALL CAP VALUE FUND C SHARES) |
-7.54%
Mar 2017 – Mar 2020 |
2.44%
Sep 2017 – Sep 2022 |
9.22%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STSOX (STERLING CAPITAL STRATTON SMALL CAP VALUE FUND C SHARES) |
20.47%
May 2023 – May 2026 |
15.89%
Mar 2020 – Mar 2025 |
11.27%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart