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Property
9 houses with great-looking gardens
Check out these homes if inspiring outside space tops your property wish list
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
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
-1.94%
5-year average return
7.90%
Number of years up
5
Number of years down
2
Best 1-yr total return (23 Jan 2024)
36.76%
Worst 1-yr total return (23 Jan 2024)
N/A
Best 3-yr total return
36.76%
Worst 3-yr total return
2.05%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
SMDOX
Category
YTD
11.38%
17.04%
1-month
6.48%
-0.01%
3-month
7.95%
5.47%
1-year
11.38%
50.44%
3-year
3.00%
13.15%
5-year
10.11%
13.75%
10-year
0.00%
11.35%
Last bull market
37.30%
25.95%
Last bear market
-14.05%
-22.55%
Annual total return (%) history
Year
SMDOX
Category
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/A
14.14%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2023
-1.25%
3.30%
1.15%
7.95%
2022
-4.53%
-14.05%
-7.27%
8.40%
2021
8.35%
4.32%
-2.40%
7.83%
2020
-27.57%
17.87%
8.10%
17.37%
2019
15.47%
8.57%
1.99%
6.96%
2018
-3.26%
2.48%
7.87%
-16.59%
2017
7.36%
4.45%
0.34%
1.37%
2016
4.73%
N/A
N/A
N/A
Rank in category (by total return)
YTD
87
1-month
79
3-month
95
1-year
87
3-year
88
5-year
85
Load adjusted returns
1-year
11.38%
3-year
3.00%
5-year
10.11%
10-year
N/A
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