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Sterling Capital Behav Sm Cp Val Eq C (SPSDX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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18.66+0.21 (+1.14%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.30%
5-Year Average Return8.42%
Number of Years Up8
Number of Years Down5
Best 1 Yr Total Return (Jun 27, 2024)42.16%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return42.16%
Worst 3-Yr Total Return-2.70%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSPSDXCategory
YTD4.02%26.79%
1-Month4.59%-1.77%
3-Month3.68%4.45%
1-Year30.13%71.02%
3-Year4.21%9.35%
5-Year10.36%12.17%
10-Year6.51%9.95%
Last Bull Market26.98%28.07%
Last Bear Market-14.65%-24.24%

Annual Total Return (%) History

Year
SPSDXCategory
2024
N/AN/A
2023
18.24%N/A
2022
-11.99%N/A
2021
42.16%N/A
2020
-6.75%4.02%
2019
20.66%21.43%
2018
-18.12%-15.46%
2017
7.82%8.54%
2016
22.75%25.99%
2015
-3.58%-6.71%
2014
3.90%3.34%
2013
36.95%36.22%
2012
11.29%16.00%
2011
-9.95%-4.45%
2010
N/A26.17%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.45%N/AN/AN/A
2023-1.50%5.33%-1.48%15.68%
2022-1.23%-14.65%-5.32%10.26%
202125.00%7.56%-1.65%7.51%
2020-38.94%19.37%3.39%23.76%
201912.40%0.14%-0.92%8.20%
2018-3.01%5.40%-0.45%-19.54%
2017-0.47%-0.71%5.86%3.06%
20160.07%0.36%5.91%15.40%
20153.25%-1.88%-6.85%2.18%
20141.60%2.13%-6.79%7.42%
201312.55%2.83%7.59%9.98%
201214.90%-8.89%3.60%2.61%
20117.14%-2.13%-22.59%10.94%
2010-8.98%7.05%17.91%N/A

Rank In Category (By Total Return)

YTD38
1-Month50
3-Month38
1-Year17
3-Year36
5-Year55

Load Adjusted Returns

1-Year29.13%
3-Year4.21%
5-Year10.36%
10-Year6.51%