Mail

Canada markets closed

S&P/TSX
22,059.03
-184.99(-0.83%)
S&P 500
5,567.19
+30.17(+0.54%)
DOW
39,375.87
+67.87(+0.17%)
CAD/USD
0.7332
-0.0015(-0.20%)
CRUDE OIL
83.44
-0.44(-0.52%)
Bitcoin CAD
77,608.88
-24.27(-0.03%)

Sterling Capital Mid Value A (OVEAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD

Add to watchlist

14.70

-0.08

(-0.54%)

At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1

Year-to-Date Return-0.40%

5-Year Average Return6.80%

Number of Years Up20

Number of Years Down7

Best 1 Yr Total Return (Jul 2, 2024)45.45%

Worst 1 Yr Total Return (Jul 2, 2024)N/A

Best 3-Yr Total Return45.45%

Worst 3-Yr Total Return2.66%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.

ReturnOVEAXCategory

YTD0.27%21.28%

1-Month-2.68%-1.96%

3-Month-6.06%4.90%

1-Year7.84%55.83%

3-Year0.28%11.08%

5-Year7.14%11.93%

10-Year6.08%10.64%

Last Bull Market22.12%25.54%

Last Bear Market-13.47%-22.08%

Annual Total Return (%) History

Year

OVEAXCategory

2024

N/AN/A

2023

12.47%N/A

2022

-12.71%N/A

2021

21.25%N/A

2020

9.19%2.63%

2019

28.94%25.18%

2018

-18.25%-12.86%

2017

13.87%13.22%

2016

16.24%18.06%

2015

-2.15%-5.41%

2014

5.39%9.31%

2013

45.45%35.14%

2012

12.03%16.60%

2011

-3.75%-3.96%

2010

20.05%21.92%

2009

37.42%35.41%

2008

-32.90%-36.77%

2007

-2.50%0.83%

2006

19.48%15.87%

2005

11.15%8.82%

2004

19.38%17.85%

2003

29.65%33.85%

2002

-14.01%-13.25%

2001

4.87%6.67%

2000

3.16%18.45%

1999

12.21%8.50%

1998

13.50%1.94%

1997

22.75%25.58%

1996

N/A21.11%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4

20246.74%-6.06%N/AN/A

2023-0.14%4.72%-2.56%10.38%

20220.67%-13.47%-10.00%11.34%

202114.68%3.21%-2.68%5.25%

2020-32.75%23.60%5.58%24.41%

201914.32%4.15%0.86%7.38%

2018-1.01%1.60%0.42%-19.06%

20176.98%-0.05%0.97%5.48%

20162.73%-1.65%7.60%6.92%

20155.13%-1.00%-9.61%4.00%

2014-0.10%4.03%-3.93%5.56%

201316.21%5.78%7.50%10.08%

201213.14%-5.31%4.41%0.16%

20119.55%-1.91%-20.85%13.16%

20107.86%-11.27%12.90%11.10%

2009-9.93%18.91%23.68%3.73%

2008-12.26%-2.15%0.29%-22.07%

20074.66%5.83%-2.85%-9.41%

20067.44%-1.64%4.46%8.24%

20050.22%3.55%4.45%2.53%

20045.59%1.71%-0.27%11.45%

2003-3.80%16.08%3.54%12.13%

20026.14%-7.02%-16.27%4.05%

2001-4.34%9.14%-9.54%11.04%

2000-0.57%-5.46%7.04%2.52%

19990.64%11.07%-5.39%6.10%

19988.83%0.31%-7.58%12.50%

19971.46%10.94%6.32%2.58%

19967.00%N/AN/AN/A

Rank In Category (By Total Return)

YTD87

1-Month80

3-Month93

1-Year78

3-Year94

5-Year82

Load Adjusted Returns

1-Year1.64%

3-Year-1.68%

5-Year5.87%

10-Year5.45%