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Sterling Capital Behav Sm Cp Val Eq R6 (STRBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.50+0.15 (+0.74%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.22%
5-year average return10.15%
Number of years up3
Number of years down2
Best 1-yr total return (13 May 2024)43.54%
Worst 1-yr total return (13 May 2024)N/A
Best 3-yr total return43.54%
Worst 3-yr total return6.39%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSTRBXCategory
YTD-0.15%26.79%
1-month-4.66%-1.77%
3-month2.03%4.45%
1-year23.67%71.02%
3-year5.58%9.35%
5-year8.49%12.17%
10-year7.20%9.95%
Last bull market27.53%28.07%
Last bear market-14.44%-24.24%

Annual total return (%) history

Year
STRBXCategory
2024
N/AN/A
2023
19.46%N/A
2022
-11.04%N/A
2021
43.54%N/A
2020
-5.68%4.02%
2019
21.99%21.43%
2018
N/A-15.46%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.73%N/AN/AN/A
2023-1.28%5.69%-1.25%15.95%
2022-0.97%-14.44%-5.07%10.59%
202125.20%7.87%-1.41%7.80%
2020-38.83%19.81%3.64%24.19%
201912.71%0.41%-0.61%8.45%
20185.71%-0.21%-19.35%N/A

Rank in category (by total return)

YTD34
1-month16
3-month42
1-year11
3-year18
5-year37

Load adjusted returns

1-year23.67%
3-year5.58%
5-year8.49%
10-year7.20%