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Sterling Capital Behav Lg Cp Val Eq R6 (STRAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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27.92+0.09 (+0.32%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.52%
5-Year Average Return10.73%
Number of Years Up3
Number of Years Down2
Best 1 Yr Total Return (Jun 26, 2024)31.21%
Worst 1 Yr Total Return (Jun 26, 2024)N/A
Best 3-Yr Total Return31.21%
Worst 3-Yr Total Return6.92%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSTRAXCategory
YTD12.11%4.44%
1-Month3.31%-4.04%
3-Month4.86%4.09%
1-Year31.78%14.37%
3-Year8.03%6.04%
5-Year12.29%9.20%
10-Year8.73%8.57%
Last Bull Market29.88%22.97%
Last Bear Market-11.91%-11.27%

Annual Total Return (%) History

Year
STRAXCategory
2024
N/AN/A
2023
12.54%11.63%
2022
-5.31%-5.90%
2021
31.21%26.22%
2020
-1.62%2.91%
2019
20.30%25.04%
2018
N/A-8.53%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202414.12%N/AN/AN/A
2023-0.07%4.17%-1.16%9.38%
20220.42%-11.91%-5.73%13.56%
202114.77%6.18%-0.82%8.55%
2020-26.62%13.17%3.82%14.10%
20198.80%1.95%2.61%5.69%
20180.64%5.26%-13.92%N/A

Rank In Category (By Total Return)

YTD5
1-Month39
3-Month30
1-Year5
3-Year21
5-Year33

Load Adjusted Returns

1-Year31.78%
3-Year8.03%
5-Year12.29%
10-Year8.73%