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Sterling Capital Mid Value Fund Class R (OVERX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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20.29-0.05 (-0.25%)
At close: 09:00PM EDT

Performance Overview

Morningstar Return Rating★★
Year-to-Date Return14.89%
5-Year Average Return6.20%
Number of Years Up7
Number of Years Down3
Best 1 Yr Total Return (Feb 3, 2019)43.69%
Worst 1 Yr Total Return (Feb 3, 2019)-18.47%
Best 3-Yr Total Return43.69%
Worst 3-Yr Total Return2.38%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnOVERXCategory
YTD22.30%21.28%
1-Month2.06%-1.96%
3-Month2.63%4.90%
1-Year31.71%55.83%
3-Year14.19%11.08%
5-Year10.48%11.93%
10-Year11.62%10.64%
Last Bull Market26.05%25.54%
Last Bear Market-23.76%-22.08%

Annual Total Return (%) History

Year
OVERXCategory
2021
N/AN/A
2020
8.96%2.63%
2019
28.65%25.18%
2018
-18.47%-12.86%
2017
13.63%13.22%
2016
15.85%18.06%
2015
-2.42%-5.41%
2014
5.31%9.31%
2013
43.69%35.14%
2012
11.53%16.60%
2011
-3.84%-3.96%
2010
N/A21.92%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202114.65%N/AN/AN/A
2020-32.76%23.54%5.53%24.31%
201914.30%4.13%0.77%7.27%
2018-1.09%1.55%0.38%-19.13%
20176.89%0.00%0.83%5.43%
20162.60%-1.76%7.54%6.86%
20154.90%-1.02%-9.70%4.07%
2014-0.26%4.27%-4.20%5.70%
201316.04%5.05%7.07%10.08%
201212.81%-5.20%4.20%0.09%
20119.45%-1.91%-20.90%13.23%
2010-11.50%12.93%11.04%N/A

Rank In Category (By Total Return)

YTD88
1-Month26
3-Month84
1-Year64
3-Year56
5-Year68

Load Adjusted Returns

1-Year42.97%
3-Year9.24%
5-Year9.80%
10-Year12.43%