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Sterling Capital MdCp Relatv Val C (STRNX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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61.41+0.23 (+0.38%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.43%
5-year average return8.74%
Number of years up6
Number of years down2
Best 1-yr total return (13 May 2024)28.46%
Worst 1-yr total return (13 May 2024)N/A
Best 3-yr total return28.46%
Worst 3-yr total return3.56%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSTRNXCategory
YTD2.46%17.04%
1-month-6.05%-0.01%
3-month2.59%5.47%
1-year16.47%50.44%
3-year2.08%13.15%
5-year7.18%13.75%
10-year6.38%11.35%
Last bull market26.00%25.95%
Last bear market-11.47%-22.55%

Annual total return (%) history

Year
STRNXCategory
2024
N/AN/A
2023
13.11%N/A
2022
-11.74%N/A
2021
22.35%N/A
2020
2.85%12.39%
2019
28.46%26.21%
2018
-15.17%-11.15%
2017
20.55%15.93%
2016
10.53%14.14%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.06%N/AN/AN/A
20231.22%4.48%-3.25%10.55%
2022-5.08%-11.47%-5.74%11.42%
202112.14%3.94%-2.81%8.00%
2020-29.25%16.68%5.47%18.12%
201912.87%2.93%2.66%7.72%
2018-3.19%1.73%1.67%-15.29%
20175.21%1.61%5.83%6.56%
2016-1.33%2.03%5.03%4.54%

Rank in category (by total return)

YTD63
1-month65
3-month78
1-year46
3-year67
5-year84

Load adjusted returns

1-year15.47%
3-year2.08%
5-year7.18%
10-year6.38%