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Sterling Capital SMID OpportunitiesInstl (SMDOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.00+0.07 (+0.78%)
At close: 09:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.94%
5-year average return7.90%
Number of years up5
Number of years down2
Best 1-yr total return (23 Jan 2024)36.76%
Worst 1-yr total return (23 Jan 2024)N/A
Best 3-yr total return36.76%
Worst 3-yr total return2.05%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSMDOXCategory
YTD11.38%17.04%
1-month6.48%-0.01%
3-month7.95%5.47%
1-year11.38%50.44%
3-year3.00%13.15%
5-year10.11%13.75%
10-year0.00%11.35%
Last bull market37.30%25.95%
Last bear market-14.05%-22.55%

Annual total return (%) history

Year
SMDOXCategory
2023
11.38%N/A
2022
-17.53%N/A
2021
18.96%N/A
2020
8.31%12.39%
2019
36.76%26.21%
2018
-10.80%-11.15%
2017
14.06%15.93%
2016
N/A14.14%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2023-1.25%3.30%1.15%7.95%
2022-4.53%-14.05%-7.27%8.40%
20218.35%4.32%-2.40%7.83%
2020-27.57%17.87%8.10%17.37%
201915.47%8.57%1.99%6.96%
2018-3.26%2.48%7.87%-16.59%
20177.36%4.45%0.34%1.37%
20164.73%N/AN/AN/A

Rank in category (by total return)

YTD87
1-month79
3-month95
1-year87
3-year88
5-year85

Load adjusted returns

1-year11.38%
3-year3.00%
5-year10.11%
10-yearN/A