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Sterling Capital SmCp Val A (STSNX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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43.47+0.39 (+0.91%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.18%
5-Year Average Return9.09%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (Jun 27, 2024)31.29%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return31.29%
Worst 3-Yr Total Return2.94%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSTSNXCategory
YTD6.87%20.19%
1-Month4.35%0.02%
3-Month4.57%4.36%
1-Year27.07%60.18%
3-Year4.07%11.32%
5-Year10.90%13.88%
10-Year7.45%11.19%
Last Bull Market27.93%27.98%
Last Bear Market-14.72%-24.08%

Annual Total Return (%) History

Year
STSNXCategory
2024
N/AN/A
2023
17.41%N/A
2022
-14.66%N/A
2021
31.29%N/A
2020
2.91%10.99%
2019
24.20%23.75%
2018
-14.66%-12.72%
2017
12.90%12.28%
2016
24.97%20.78%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.79%N/AN/AN/A
20232.52%5.73%-2.79%11.42%
2022-4.31%-14.72%-4.22%9.18%
202117.68%3.00%-1.39%9.84%
2020-32.43%17.76%1.42%27.53%
201911.35%2.79%0.44%8.04%
2018-2.42%2.15%3.35%-17.17%
20170.11%2.04%5.73%4.54%
20160.10%4.67%6.96%11.51%

Rank In Category (By Total Return)

YTD15
1-Month70
3-Month9
1-Year14
3-Year19
5-Year36

Load Adjusted Returns

1-Year19.76%
3-Year2.04%
5-Year9.60%
10-Year6.81%