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Sterling Capital Behavioral Small Cap Value Equity Fund Class R (SPSRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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21.15+0.03 (+0.14%)
At close: 09:00PM EDT

Performance Overview

Morningstar Return Rating★★
Year-to-Date Return12.30%
5-Year Average Return6.05%
Number of Years Up6
Number of Years Down4
Best 1 Yr Total Return (Feb 3, 2019)37.34%
Worst 1 Yr Total Return (Feb 3, 2019)-17.75%
Best 3-Yr Total Return37.34%
Worst 3-Yr Total Return-2.19%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSPSRXCategory
YTD46.37%26.79%
1-Month6.87%-1.77%
3-Month10.50%4.45%
1-Year60.34%71.02%
3-Year13.70%9.35%
5-Year10.26%12.17%
10-Year10.80%9.95%
Last Bull Market24.01%28.07%
Last Bear Market-25.53%-24.24%

Annual Total Return (%) History

Year
SPSRXCategory
2021
N/AN/A
2020
-6.22%4.02%
2019
21.30%21.43%
2018
-17.75%-15.46%
2017
8.43%8.54%
2016
23.34%25.99%
2015
-3.17%-6.71%
2014
4.66%3.34%
2013
37.34%36.22%
2012
12.30%16.00%
2011
-8.73%-4.45%
2010
N/A26.17%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202125.05%N/AN/AN/A
2020-38.86%19.54%3.53%23.94%
201912.53%0.27%-0.76%8.33%
2018-2.87%5.51%-0.32%-19.48%
2017-0.40%-0.52%6.02%3.22%
20160.14%0.55%5.89%15.68%
20153.29%-1.76%-6.85%2.44%
20141.77%2.47%-6.85%7.74%
201312.56%2.83%7.71%10.16%
201214.95%-8.67%3.80%3.06%
20117.36%-1.84%-22.32%11.49%
2010-9.11%7.27%17.89%N/A

Rank In Category (By Total Return)

YTD11
1-Month19
3-Month37
1-Year42
3-Year69
5-Year65

Load Adjusted Returns

1-Year64.42%
3-Year6.71%
5-Year9.26%
10-Year11.21%