Sterling Capital Mid Value C (OVECX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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At close: 08:00PM EDT
Performance overview
Morningstar return ratingN/A1
Year-to-date return-0.70%
5-year average return6.46%
Number of years up15
Number of years down7
Best 1-yr total return (26 June 2024)44.39%
Worst 1-yr total return (26 June 2024)N/A
Best 3-yr total return44.39%
Worst 3-yr total return1.89%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
ReturnOVECXCategory
YTD2.80%21.28%
1-month2.08%-1.96%
3-month1.20%4.90%
1-year18.94%55.83%
3-year-0.50%11.08%
5-year8.55%11.93%
10-year5.95%10.64%
Last bull market21.81%25.54%
Last bear market-13.64%-22.08%
Annual total return (%) history
YearOVECXCategory
2024N/AN/A
202311.57%N/A
2022-13.35%N/A
202120.31%N/A
20208.39%2.63%
201928.09%25.18%
2018-18.88%-12.86%
201712.97%13.22%
201615.42%18.06%
2015-2.88%-5.41%
20144.56%9.31%
201344.39%35.14%
201211.17%16.60%
2011-4.43%-3.96%
201019.16%21.92%
200936.36%35.41%
2008-33.69%-36.77%
2007-3.15%0.83%
200618.67%15.87%
200510.31%8.82%
200418.47%17.85%
200328.72%33.85%
2002-14.66%-13.25%
2001N/A6.67%
Past quarterly returns (%)
YearQ1Q2Q3Q4
20246.64%N/AN/AN/A
2023-0.27%4.47%-2.74%10.10%
20220.50%-13.64%-10.12%11.09%
202114.40%3.03%-2.82%5.04%
2020-32.84%23.36%5.33%24.22%
201914.17%3.99%0.65%7.19%
2018-1.19%1.45%0.24%-19.26%
20176.73%-0.18%0.78%5.22%
20162.58%-1.88%7.46%6.72%
20155.00%-1.18%-9.79%3.76%
2014-0.33%3.86%-4.09%5.31%
201315.95%5.57%7.33%9.90%
201212.83%-5.48%4.24%-0.01%
20119.33%-2.01%-21.08%13.04%
20107.76%-11.45%12.63%10.87%
2009-10.19%18.87%23.39%3.52%
2008-12.49%-2.31%0.10%-22.50%
20074.49%5.63%-3.00%-9.54%
20067.33%-1.78%4.26%7.98%
20050.07%3.33%4.33%2.25%
20045.42%1.53%-0.47%11.21%
2003-3.96%15.89%3.35%11.89%
20025.96%-7.15%-16.43%3.79%
200110.85%N/AN/AN/A
Rank in category (by total return)
YTD85
1-month91
3-month90
1-year76
3-year96
5-year87
Load adjusted returns
1-year17.94%
3-year-0.50%
5-year8.55%
10-year5.95%
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