Australia markets close in 1 hour 2 minutes

Sterling Capital Behavioral International Equity Fund (SBIAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
10.21+0.08 (+0.79%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.52%
5-year average return4.15%
Number of years up6
Number of years down3
Best 1-yr total return (2 May 2024)26.77%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return26.77%
Worst 3-yr total return-5.26%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSBIAXCategory
YTD4.52%11.56%
1-month-2.07%-2.20%
3-month4.63%4.11%
1-year13.89%35.63%
3-year4.53%5.74%
5-year3.76%8.25%
10-year0.00%4.29%
Last bull market21.34%13.65%
Last bear market-12.18%-23.43%

Annual total return (%) history

Year
SBIAXCategory
2024
N/AN/A
2023
20.57%N/A
2022
-10.51%N/A
2021
12.81%N/A
2020
-9.40%0.88%
2019
14.88%17.80%
2018
-18.30%-15.44%
2017
26.77%22.08%
2016
2.23%3.34%
2015
0.14%-3.10%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.73%N/AN/AN/A
20238.60%3.34%-1.51%9.08%
2022-4.11%-12.18%-11.38%19.90%
20219.20%4.37%-2.29%1.29%
2020-29.62%12.41%3.30%10.86%
20198.31%1.04%-2.77%7.97%
2018-1.28%-3.37%-0.18%-14.21%
20177.61%4.75%8.70%3.46%
2016-3.15%-2.93%8.16%0.54%
20153.81%1.19%-9.61%5.47%

Rank in category (by total return)

YTD23
1-month72
3-month34
1-year15
3-year38
5-year86

Load adjusted returns

1-year7.34%
3-year2.49%
5-year2.54%
10-yearN/A