Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STRBX (STERLING CAPITAL BEHAVIORAL SMALL CAP VALUE EQUITY FUND CLASS R6) | 16.53% | 32.20% | 17.86% | 8.95% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 02/02/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STRBX (STERLING CAPITAL BEHAVIORAL SMALL CAP VALUE EQUITY FUND CLASS R6) | 02/02/2018 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.09 | 32.20 | 17.86 | 8.95 | NA | NA | NA | … | … | 16.53 | 8.69 | 10.17 | 19.47 | -10.95 | 43.53 | -5.67 | 21.99 | -16.74 |
| Sharpe Ratio | NA | 1.93 | 0.84 | 0.31 | NA | NA | NA | … | … | 2.28 | 0.29 | 0.35 | 0.83 | -0.51 | 1.88 | -0.12 | 1.44 | -1.18 |
| Standard Deviation(%) | NA | 15.78 | 18.84 | 20.50 | NA | NA | NA | … | … | 16.33 | 20.37 | 18.66 | 19.14 | 24.46 | 23.14 | 48.32 | 14.30 | 16.70 |
| Draw Down(%) | NA | 8.29 | 25.05 | 25.05 | NA | NA | NA | … | … | 8.29 | 21.42 | 9.64 | 16.14 | 21.45 | 11.39 | 48.83 | 10.49 | 26.50 |
| Yield(%) | 0.00 | 11.01 | 8.64 | 6.46 | 5.04 | 3.36 | 2.52 | … | … | 0.00 | 10.57 | 10.05 | 2.45 | 7.87 | 3.39 | 0.92 | 1.96 | 11.97 |
Data as of 06/09/2026, Common starting date is 02/02/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STRBX (STERLING CAPITAL BEHAVIORAL SMALL CAP VALUE EQUITY FUND CLASS R6) |
3.28%
Mar 2022 – Mar 2025 |
2.39%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STRBX (STERLING CAPITAL BEHAVIORAL SMALL CAP VALUE EQUITY FUND CLASS R6) |
24.85%
Mar 2020 – Mar 2023 |
19.28%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart