Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMDQX (Sterling Capital SMID Opport Fund Cl C) | NA | -11.15% | -3.49% | 3.92% | NA | NA | NA | … | … |
Data as of 01/26/2024, Common starting date is 10/03/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMDQX (Sterling Capital SMID Opport Fund Cl C) | 10/03/2016 | 01/26/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.40 | -11.15 | -3.49 | 3.92 | NA | NA | NA | … | … | -15.59 | 12.61 | -18.36 | 17.70 | 7.34 | 35.31 | -11.70 | 13.04 | 4.40 |
| Sharpe Ratio | NA | -0.66 | -0.27 | 0.10 | NA | NA | NA | … | … | -1.43 | 0.52 | -0.88 | 1.29 | 0.19 | 2.68 | -0.85 | 1.53 | 2.08 |
| Standard Deviation(%) | NA | 23.54 | 20.50 | 23.66 | NA | NA | NA | … | … | 66.07 | 16.26 | 22.64 | 13.71 | 37.23 | 12.66 | 15.22 | 8.15 | 9.07 |
| Draw Down(%) | NA | 18.70 | 24.89 | 43.06 | NA | NA | NA | … | … | 18.36 | 14.06 | 24.21 | 5.86 | 43.06 | 5.66 | 21.93 | 5.32 | 2.29 |
| Yield(%) | 0.00 | 23.22 | 12.73 | 10.94 | 6.33 | 4.22 | 3.17 | … | … | 0.00 | 24.93 | 8.72 | 10.03 | 0.00 | 6.14 | 0.19 | 1.71 | 0.00 |
Data as of 01/26/2024, Common starting date is 10/03/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMDQX (Sterling Capital SMID Opport Fund Cl C) |
-3.05%
Mar 2017 – Mar 2020 |
3.03%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMDQX (Sterling Capital SMID Opport Fund Cl C) |
19.57%
Dec 2018 – Dec 2021 |
11.28%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart