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Sterling Capital Behav Sm Cp Val Eq A (SPSAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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19.67+0.03 (+0.15%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.98%
5-Year Average Return9.00%
Number of Years Up8
Number of Years Down5
Best 1 Yr Total Return (Jun 30, 2024)43.12%
Worst 1 Yr Total Return (Jun 30, 2024)N/A
Best 3-Yr Total Return43.12%
Worst 3-Yr Total Return-1.94%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSPSAXCategory
YTD4.37%26.79%
1-Month4.64%-1.77%
3-Month3.89%4.45%
1-Year31.12%71.02%
3-Year4.99%9.35%
5-Year11.19%12.17%
10-Year7.31%9.95%
Last Bull Market27.36%28.07%
Last Bear Market-14.54%-24.24%

Annual Total Return (%) History

Year
SPSAXCategory
2024
N/AN/A
2023
19.07%N/A
2022
-11.31%N/A
2021
43.12%N/A
2020
-6.01%4.02%
2019
21.57%21.43%
2018
-17.47%-15.46%
2017
8.63%8.54%
2016
23.73%25.99%
2015
-2.85%-6.71%
2014
4.68%3.34%
2013
37.93%36.22%
2012
12.15%16.00%
2011
-9.23%-4.45%
2010
N/A26.17%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.68%N/AN/AN/A
2023-1.37%5.61%-1.34%15.87%
2022-1.03%-14.54%-5.07%10.45%
202125.10%7.79%-1.48%7.73%
2020-38.86%19.69%3.59%24.00%
201912.59%0.34%-0.72%8.39%
2018-2.80%5.59%-0.27%-19.37%
2017-0.29%-0.52%6.06%3.25%
20160.35%0.53%6.07%15.63%
20153.49%-1.68%-6.71%2.35%
20141.76%2.40%-6.70%7.67%
201312.73%2.98%7.86%10.15%
201215.08%-8.68%3.80%2.81%
20117.34%-1.97%-22.43%11.21%
2010-8.80%7.20%18.14%N/A

Rank In Category (By Total Return)

YTD33
1-Month46
3-Month33
1-Year12
3-Year25
5-Year39

Load Adjusted Returns

1-Year23.58%
3-Year2.94%
5-Year9.88%
10-Year6.68%