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Sterling Capital Real Estate I (STMDX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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34.71+0.08 (+0.23%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-2.37%
5-year average return3.50%
Number of years up33
Number of years down10
Best 1-yr total return (20 Jun 2024)38.47%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return38.47%
Worst 3-yr total return0.55%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSTMDXCategory
YTD-3.55%20.43%
1-month5.06%2.69%
3-month-0.71%11.34%
1-year8.62%36.79%
3-year-1.25%10.81%
5-year3.94%7.03%
10-year6.32%9.08%
Last bull market19.07%31.03%
Last bear market-15.77%-16.60%

Annual total return (%) history

Year
STMDXCategory
2024
N/AN/A
2023
13.00%N/A
2022
-26.16%N/A
2021
38.47%N/A
2020
-0.57%-4.49%
2019
26.87%27.28%
2018
-2.78%-5.97%
2017
7.81%6.22%
2016
8.22%6.89%
2015
1.86%2.41%
2014
30.69%28.03%
2013
2.35%1.55%
2012
18.78%17.60%
2011
5.19%7.51%
2010
22.60%27.08%
2009
33.90%31.26%
2008
-30.34%-39.55%
2007
-15.35%-14.66%
2006
28.32%33.58%
2005
4.10%11.51%
2004
22.17%32.02%
2003
32.38%36.80%
2002
6.46%4.54%
2001
22.98%10.00%
2000
20.10%27.02%
1999
-6.25%-2.76%
1998
-11.75%-15.59%
1997
18.08%22.21%
1996
8.58%34.46%
1995
23.45%14.08%
1994
-12.13%-0.79%
1993
6.60%22.84%
1992
10.33%15.47%
1991
35.10%27.18%
1990
-3.83%-7.56%
1989
18.76%10.81%
1988
9.76%8.36%
1987
-11.41%-1.88%
1986
20.47%12.42%
1985
29.90%N/A
1984
21.19%N/A
1983
11.87%N/A
1982
20.71%N/A
1981
13.26%N/A
1980
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-1.19%N/AN/AN/A
20233.42%2.05%-8.43%16.94%
2022-5.99%-15.77%-10.73%4.47%
20216.69%11.90%0.46%15.46%
2020-20.92%14.14%1.31%8.73%
201915.78%1.13%7.80%0.51%
2018-6.01%8.83%0.77%-5.68%
20171.46%2.83%0.09%3.24%
20165.94%7.66%-2.05%-3.13%
20154.28%-9.70%0.59%7.53%
20148.57%7.87%-1.89%13.74%
20139.34%-3.23%-2.88%-0.39%
201210.84%3.22%1.22%2.57%
20115.89%1.82%-13.97%13.41%
20107.45%-3.70%11.87%5.90%
2009-24.21%22.75%32.87%8.32%
20082.20%-5.22%9.29%-34.19%
20071.51%-5.97%-0.20%-11.14%
200613.88%-2.06%9.03%5.53%
2005-7.48%13.00%0.12%-0.53%
200411.02%-7.41%7.04%11.04%
2003-0.39%13.07%7.77%9.07%
200210.42%3.92%-7.03%-0.20%
20019.78%12.06%-6.66%7.11%
20000.65%10.95%7.01%0.50%
1999-7.17%12.83%-6.97%-3.78%
19981.68%-3.80%-6.78%-3.22%
19970.69%4.80%9.42%2.27%
1996-1.25%1.55%-2.13%10.63%
19954.64%5.15%5.91%5.94%
1994-6.93%-7.26%1.50%0.30%
19939.04%0.97%3.59%-6.53%
1992-2.75%4.29%3.95%4.65%
199111.70%1.19%9.08%9.57%
1990-4.56%1.40%-6.66%6.47%
19894.86%7.92%4.78%0.16%
19889.01%2.65%-1.19%-0.74%
19875.92%-4.60%-2.63%-9.96%
198617.40%1.37%1.44%-0.21%
19857.55%12.39%-6.49%14.92%
1984-2.25%-0.17%13.66%9.27%
19836.00%3.18%7.15%-4.54%
1982-0.54%1.15%9.87%9.20%
19810.83%8.51%-2.81%6.51%
1980-6.81%1.99%N/AN/A

Rank in category (by total return)

YTD40
1-month42
3-month39
1-year51
3-year42
5-year23

Load adjusted returns

1-year8.62%
3-year-1.25%
5-year3.94%
10-year6.32%