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Sterling Capital Securitized Opps A (SCSSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.77+0.04 (+0.46%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.25%
5-year average return0.10%
Number of years up8
Number of years down2
Best 1-yr total return (2 May 2024)5.96%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return5.96%
Worst 3-yr total return-2.21%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSCSSXCategory
YTD-2.39%-1.22%
1-month-2.20%0.67%
3-month-2.54%1.77%
1-year-0.40%0.77%
3-year-2.70%5.26%
5-year-0.14%3.02%
10-year1.19%3.31%
Last bull market7.00%3.52%
Last bear market-2.91%3.25%

Annual total return (%) history

Year
SCSSXCategory
2024
N/AN/A
2023
4.81%N/A
2022
-9.26%N/A
2021
-1.30%N/A
2020
4.43%7.52%
2019
5.96%8.06%
2018
1.12%-0.50%
2017
2.84%3.71%
2016
2.40%3.23%
2015
1.33%-0.26%
2014
5.44%5.18%
2013
N/A-1.42%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.20%N/AN/AN/A
20232.25%-0.76%-2.32%5.74%
2022-4.05%-2.91%-3.64%1.08%
2021-0.99%0.47%-0.00%-0.78%
20201.23%2.09%0.74%0.30%
20192.08%2.35%1.47%-0.04%
2018-0.96%0.08%0.02%2.00%
20170.61%1.13%0.85%0.22%
20161.81%1.61%0.69%-1.69%
20151.45%-0.57%0.99%-0.53%
20141.83%1.82%0.20%1.50%
2013-2.28%0.88%-0.49%N/A

Rank in category (by total return)

YTD18
1-month19
3-month18
1-year26
3-year12
5-year44

Load adjusted returns

1-year-2.39%
3-year-3.35%
5-year-0.55%
10-year0.99%