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Sterling Capital Special Opps C (BOPCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.37+0.02 (+0.12%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.38%
5-year average return9.61%
Number of years up16
Number of years down4
Best 1-yr total return (30 June 2024)37.21%
Worst 1-yr total return (30 June 2024)N/A
Best 3-yr total return37.21%
Worst 3-yr total return3.99%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBOPCXCategory
YTD3.79%5.31%
1-month2.79%-4.19%
3-month-0.59%3.90%
1-year19.81%20.31%
3-year3.44%6.48%
5-year10.62%11.78%
10-year9.17%10.96%
Last bull market24.31%25.56%
Last bear market-17.23%-15.11%

Annual total return (%) history

Year
BOPCXCategory
2024
N/AN/A
2023
23.49%22.32%
2022
-20.81%-16.96%
2021
26.44%26.07%
2020
12.32%15.83%
2019
27.21%28.78%
2018
-5.52%-6.27%
2017
18.40%20.44%
2016
4.33%10.37%
2015
7.06%-1.07%
2014
14.67%10.96%
2013
26.10%31.50%
2012
14.48%14.96%
2011
-4.71%-1.27%
2010
12.43%14.01%
2009
37.21%28.17%
2008
-32.88%-37.79%
2007
13.03%6.16%
2006
20.51%14.17%
2005
3.07%5.88%
2004
26.47%10.02%
2003
N/A27.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.93%-0.40%N/AN/A
20234.42%9.30%-3.06%11.61%
2022-5.38%-17.23%-4.44%5.80%
20219.71%6.62%0.53%7.52%
2020-27.42%21.20%10.26%15.81%
201914.34%2.42%0.60%7.97%
20180.34%2.61%7.59%-14.71%
20177.94%2.60%1.85%4.96%
20162.48%-1.88%1.70%2.02%
20153.85%2.21%-4.28%5.38%
20145.78%6.74%0.19%1.37%
20138.34%2.51%6.37%6.75%
201213.42%-7.67%7.00%2.17%
20114.52%-0.29%-16.54%9.56%
20105.67%-11.76%9.74%9.88%
2009-1.78%18.23%12.11%5.40%
2008-4.25%0.00%-9.62%-22.44%
20075.31%7.41%-0.28%0.22%
20064.62%1.74%5.26%7.56%
20051.03%0.74%2.82%-1.51%
20047.38%1.20%2.21%13.87%
20035.11%11.80%N/AN/A

Rank in category (by total return)

YTD94
1-month87
3-month96
1-year85
3-year95
5-year93

Load adjusted returns

1-year18.89%
3-year3.44%
5-year10.62%
10-year9.17%