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Sterling Capital Mid Value R (OVERX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.29-0.05 (-0.25%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★★
Year-to-date return14.89%
5-year average return6.20%
Number of years up7
Number of years down3
Best 1-yr total return (3 Feb 2019)43.69%
Worst 1-yr total return (3 Feb 2019)-18.47%
Best 3-yr total return43.69%
Worst 3-yr total return2.38%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOVERXCategory
YTD22.30%21.28%
1-month2.06%-1.96%
3-month2.63%4.90%
1-year31.71%55.83%
3-year14.19%11.08%
5-year10.48%11.93%
10-year11.62%10.64%
Last bull market26.05%25.54%
Last bear market-23.76%-22.08%

Annual total return (%) history

Year
OVERXCategory
2021
N/AN/A
2020
8.96%2.63%
2019
28.65%25.18%
2018
-18.47%-12.86%
2017
13.63%13.22%
2016
15.85%18.06%
2015
-2.42%-5.41%
2014
5.31%9.31%
2013
43.69%35.14%
2012
11.53%16.60%
2011
-3.84%-3.96%
2010
N/A21.92%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202114.65%N/AN/AN/A
2020-32.76%23.54%5.53%24.31%
201914.30%4.13%0.77%7.27%
2018-1.09%1.55%0.38%-19.13%
20176.89%0.00%0.83%5.43%
20162.60%-1.76%7.54%6.86%
20154.90%-1.02%-9.70%4.07%
2014-0.26%4.27%-4.20%5.70%
201316.04%5.05%7.07%10.08%
201212.81%-5.20%4.20%0.09%
20119.45%-1.91%-20.90%13.23%
2010-11.50%12.93%11.04%N/A

Rank in category (by total return)

YTD88
1-month26
3-month84
1-year64
3-year56
5-year68

Load adjusted returns

1-year42.97%
3-year9.24%
5-year9.80%
10-year12.43%