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Sterling Capital Mid Cap Relative Value Fund (STRLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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62.27+0.05 (+0.08%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.70%
5-year average return7.87%
Number of years up6
Number of years down2
Best 1-yr total return (2 Jul 2024)29.36%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return29.36%
Worst 3-yr total return4.22%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSTRLXCategory
YTD4.31%17.04%
1-month-1.86%-0.01%
3-month-4.51%5.47%
1-year11.94%50.44%
3-year3.57%13.15%
5-year8.32%13.75%
10-year7.01%11.35%
Last bull market26.33%25.95%
Last bear market-11.33%-22.55%

Annual total return (%) history

Year
STRLXCategory
2024
N/AN/A
2023
13.83%N/A
2022
-11.17%N/A
2021
23.14%N/A
2020
3.48%12.39%
2019
29.36%26.21%
2018
-14.53%-11.15%
2017
21.45%15.93%
2016
11.35%14.14%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.24%-4.51%N/AN/A
20231.37%4.64%-3.07%10.71%
2022-4.93%-11.33%-5.58%11.60%
202112.32%4.10%-2.64%8.18%
2020-29.13%16.83%5.65%18.30%
201913.03%3.13%2.86%7.89%
2018-2.99%1.92%1.90%-15.16%
20175.41%1.76%6.07%6.75%
2016-1.16%2.23%5.22%4.73%

Rank in category (by total return)

YTD67
1-month82
3-month78
1-year62
3-year52
5-year77

Load adjusted returns

1-year5.50%
3-year1.54%
5-year7.05%
10-year6.37%