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Sterling Capital Behav Sm Cp Val Eq Intl (SPSCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.890.00 (0.00%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.27%
5-year average return9.26%
Number of years up17
Number of years down9
Best 1-yr total return (2 Jul 2024)54.51%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return54.51%
Worst 3-yr total return-1.71%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSPSCXCategory
YTD1.83%26.79%
1-month-2.49%-1.77%
3-month-2.77%4.45%
1-year16.52%71.02%
3-year4.73%9.35%
5-year9.50%12.17%
10-year6.90%9.95%
Last bull market27.56%28.07%
Last bear market-14.45%-24.24%

Annual total return (%) history

Year
SPSCXCategory
2024
N/AN/A
2023
19.36%N/A
2022
-11.08%N/A
2021
43.51%N/A
2020
-5.81%4.02%
2019
21.95%21.43%
2018
-17.33%-15.46%
2017
8.89%8.54%
2016
24.08%25.99%
2015
-2.65%-6.71%
2014
4.97%3.34%
2013
38.24%36.22%
2012
12.47%16.00%
2011
-9.00%-4.45%
2010
26.10%26.17%
2009
54.51%31.32%
2008
-32.63%-32.24%
2007
-12.50%-6.08%
2006
20.45%16.27%
2005
2.00%6.40%
2004
21.72%21.14%
2003
41.75%42.38%
2002
-17.03%-10.12%
2001
9.76%15.92%
2000
22.12%18.64%
1999
6.50%6.78%
1998
-2.86%-6.93%
1997
N/A27.89%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.74%-2.77%N/AN/A
2023-1.30%5.68%-1.27%15.90%
2022-0.97%-14.45%-5.07%10.57%
202125.24%7.82%-1.36%7.74%
2020-38.86%19.83%3.64%24.04%
201912.72%0.41%-0.65%8.46%
2018-2.78%5.66%-0.21%-19.36%
2017-0.28%-0.46%6.12%3.37%
20160.42%0.57%6.17%15.72%
20153.53%-1.63%-6.66%2.40%
20141.89%2.38%-6.58%7.73%
201312.77%3.11%7.86%10.22%
201215.20%-8.64%3.87%2.88%
20117.41%-1.90%-22.38%11.27%
20108.92%-8.71%7.26%18.23%
2009-9.22%32.90%24.64%2.75%
2008-3.58%-7.62%4.66%-27.72%
20073.15%3.77%-8.02%-11.13%
20069.41%-3.30%4.83%8.61%
2005-7.84%1.51%6.77%2.11%
20045.65%4.33%-2.80%13.62%
2003-5.63%21.80%8.59%13.57%
20026.04%-6.08%-20.49%4.77%
2001-2.12%13.91%-15.71%16.79%
20004.88%0.41%7.22%8.16%
1999-15.65%26.91%-7.38%7.42%
199812.16%-7.85%-18.34%15.09%
199722.55%14.09%-1.09%N/A

Rank in category (by total return)

YTD32
1-month52
3-month24
1-year10
3-year24
5-year35

Load adjusted returns

1-year16.52%
3-year4.73%
5-year9.50%
10-year6.90%