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Sterling Capital Stratton SmCp Val Instl (STSCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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43.76-0.58 (-1.31%)
At close: 06:25PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.01%
5-year average return11.18%
Number of years up21
Number of years down9
Best 1-yr total return (30 May 2024)39.24%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return39.24%
Worst 3-yr total return3.20%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSTSCXCategory
YTD2.53%20.19%
1-month-4.95%0.02%
3-month4.67%4.36%
1-year21.04%60.18%
3-year3.55%11.32%
5-year8.50%13.88%
10-year7.33%11.19%
Last bull market28.06%27.98%
Last bear market-14.67%-24.08%

Annual total return (%) history

Year
STSCXCategory
2024
N/AN/A
2023
17.70%N/A
2022
-14.45%N/A
2021
31.60%N/A
2020
3.18%10.99%
2019
24.51%23.75%
2018
-14.46%-12.72%
2017
13.19%12.28%
2016
25.25%20.78%
2015
-4.14%-5.38%
2014
3.09%3.79%
2013
39.24%37.39%
2012
15.10%15.46%
2011
0.34%-4.07%
2010
22.91%25.61%
2009
17.87%31.80%
2008
-25.77%-36.56%
2007
-2.20%-1.10%
2006
13.82%15.03%
2005
10.86%6.75%
2004
26.43%18.94%
2003
49.63%43.41%
2002
-9.51%-16.22%
2001
10.89%8.92%
2000
23.91%11.89%
1999
-1.98%19.95%
1998
-9.58%-3.03%
1997
42.38%26.36%
1996
14.96%21.50%
1995
27.27%27.21%
1994
-2.69%-1.76%
1993
N/A17.65%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.86%N/AN/AN/A
20232.60%5.81%-2.76%11.50%
2022-4.25%-14.67%-4.15%9.24%
202117.74%3.07%-1.32%9.90%
2020-32.38%17.83%1.49%27.59%
201911.43%2.85%0.50%8.10%
2018-2.36%2.22%3.42%-17.13%
20170.18%2.10%5.79%4.61%
20160.16%4.73%7.02%11.57%
20154.05%-2.12%-9.61%4.13%
20144.90%1.83%-5.62%2.25%
201314.70%2.33%7.42%10.44%
20129.86%-4.63%6.08%3.56%
20118.44%0.22%-18.71%13.57%
20108.84%-10.95%9.20%16.12%
2009-16.70%14.65%19.54%3.25%
2008-4.66%9.48%-9.14%-21.73%
20073.22%4.77%-3.11%-6.67%
200614.19%-3.18%-4.44%7.74%
2005-0.89%6.41%4.10%0.98%
20046.55%1.65%2.99%13.34%
2003-3.37%21.26%7.16%19.16%
20027.04%-2.44%-14.50%1.34%
2001-3.60%11.39%-12.94%18.62%
2000-3.09%5.10%11.92%8.70%
1999-10.24%17.06%-6.96%0.27%
19988.15%-5.44%-18.92%9.05%
19973.99%15.08%16.69%1.95%
19961.91%2.19%1.30%8.98%
19952.77%6.65%9.75%5.81%
1994-2.05%-0.01%2.09%-2.68%
19937.05%-1.19%N/AN/A

Rank in category (by total return)

YTD10
1-month11
3-month7
1-year8
3-year13
5-year27

Load adjusted returns

1-year21.04%
3-year3.55%
5-year8.50%
10-year7.33%