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Sterling Capital Equity Income R6 (STREX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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27.05+0.21 (+0.78%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.63%
5-year average return11.51%
Number of years up4
Number of years down1
Best 1-yr total return (2 May 2024)28.18%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return28.18%
Worst 3-yr total return10.54%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSTREXCategory
YTD2.94%17.52%
1-month-3.90%-0.87%
3-month3.30%5.51%
1-year14.57%42.88%
3-year8.17%11.93%
5-year11.33%12.07%
10-year10.56%10.95%
Last bull market24.14%23.18%
Last bear market-7.99%-17.87%

Annual total return (%) history

Year
STREXCategory
2024
N/AN/A
2023
12.52%N/A
2022
-3.07%N/A
2021
28.18%N/A
2020
8.72%2.91%
2019
25.44%25.04%
2018
N/A-8.53%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.12%N/AN/AN/A
2023-0.19%2.31%-1.85%12.28%
2022-1.17%-7.99%-5.40%12.69%
20218.34%7.35%0.36%9.82%
2020-25.21%19.02%5.90%15.33%
201910.17%4.25%2.75%6.30%
20183.75%7.27%-7.73%N/A

Rank in category (by total return)

YTD78
1-month43
3-month68
1-year48
3-year15
5-year16

Load adjusted returns

1-year14.57%
3-year8.17%
5-year11.33%
10-year10.56%