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Sterling Capital Mid Value A (OVEAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.84-0.17 (-1.13%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.27%
5-year average return7.39%
Number of years up20
Number of years down7
Best 1-yr total return (20 June 2024)45.45%
Worst 1-yr total return (20 June 2024)N/A
Best 3-yr total return45.45%
Worst 3-yr total return2.66%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOVEAXCategory
YTD3.03%21.28%
1-month2.14%-1.96%
3-month1.33%4.90%
1-year19.76%55.83%
3-year0.24%11.08%
5-year9.36%11.93%
10-year6.74%10.64%
Last bull market22.12%25.54%
Last bear market-13.47%-22.08%

Annual total return (%) history

Year
OVEAXCategory
2024
N/AN/A
2023
12.47%N/A
2022
-12.71%N/A
2021
21.25%N/A
2020
9.19%2.63%
2019
28.94%25.18%
2018
-18.25%-12.86%
2017
13.87%13.22%
2016
16.24%18.06%
2015
-2.15%-5.41%
2014
5.39%9.31%
2013
45.45%35.14%
2012
12.03%16.60%
2011
-3.75%-3.96%
2010
20.05%21.92%
2009
37.42%35.41%
2008
-32.90%-36.77%
2007
-2.50%0.83%
2006
19.48%15.87%
2005
11.15%8.82%
2004
19.38%17.85%
2003
29.65%33.85%
2002
-14.01%-13.25%
2001
4.87%6.67%
2000
3.16%18.45%
1999
12.21%8.50%
1998
13.50%1.94%
1997
22.75%25.58%
1996
N/A21.11%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.74%N/AN/AN/A
2023-0.14%4.72%-2.56%10.38%
20220.67%-13.47%-10.00%11.34%
202114.68%3.21%-2.68%5.25%
2020-32.75%23.60%5.58%24.41%
201914.32%4.15%0.86%7.38%
2018-1.01%1.60%0.42%-19.06%
20176.98%-0.05%0.97%5.48%
20162.73%-1.65%7.60%6.92%
20155.13%-1.00%-9.61%4.00%
2014-0.10%4.03%-3.93%5.56%
201316.21%5.78%7.50%10.08%
201213.14%-5.31%4.41%0.16%
20119.55%-1.91%-20.85%13.16%
20107.86%-11.27%12.90%11.10%
2009-9.93%18.91%23.68%3.73%
2008-12.26%-2.15%0.29%-22.07%
20074.66%5.83%-2.85%-9.41%
20067.44%-1.64%4.46%8.24%
20050.22%3.55%4.45%2.53%
20045.59%1.71%-0.27%11.45%
2003-3.80%16.08%3.54%12.13%
20026.14%-7.02%-16.27%4.05%
2001-4.34%9.14%-9.54%11.04%
2000-0.57%-5.46%7.04%2.52%
19990.64%11.07%-5.39%6.10%
19988.83%0.31%-7.58%12.50%
19971.46%10.94%6.32%2.58%
19967.00%N/AN/AN/A

Rank in category (by total return)

YTD82
1-month90
3-month89
1-year73
3-year94
5-year74

Load adjusted returns

1-year12.88%
3-year-1.72%
5-year8.07%
10-year6.10%