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Nasdaq - Delayed Quote USD

Sterling Capital Funds - Sterling Capital Behavioral International Equity Fund (SBIDX)

8.94
-0.00
(-0.03%)
At close: January 24 at 8:01:15 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return -0.30%
5y Average Return 2.34%
Number of Years Up 6
Number of Years Down 4
Best 1Y Total Return (Jan 24, 2025) 25.78%
Worst 1Y Total Return (Jan 24, 2025) --
Best 3Y Total Return 25.78%
Worst 3Y Total Return -6.01%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SBIDX
Category
YTD
4.41%
11.56%
1-Month
-1.26%
-2.20%
3-Month
-6.09%
4.11%
1-Year
4.41%
35.63%
3-Year
3.56%
5.74%
5-Year
2.26%
8.25%
10-Year
2.74%
4.29%
Last Bull Market
1.50%
13.65%
Last Bear Market
-12.38%
-23.43%

Annual Total Return (%) History

Year
SBIDX
Category
2024
4.41%
--
2023
19.75%
--
2022
-11.18%
--
2021
12.08%
--
2020
-10.17%
0.88%
2019
14.01%
17.80%
2018
-18.92%
-15.44%
2017
25.78%
22.08%

2016
1.41%
3.34%
2015
-0.57%
-3.10%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.48% -1.86% 6.40% -6.09%
2023 8.42% 3.11% -1.72% 8.99%
2022 -4.23% -12.38% -11.60% 19.74%
2021 9.14% 4.08% -2.52% 1.21%
2020 -29.74% 12.20% 3.07% 10.56%
2019 8.13% 0.84% -3.00% 7.81%
2018 -1.46% -3.56% -0.36% -14.37%
2017 7.43% 4.58% 8.38% 3.30%
2016 -3.47% -3.05% 7.97% 0.36%
2015 3.60% 0.99% -9.73% 5.28%

Rank in Category (By Total Return)

YTD 53
1-Month 13
3-Month 21
1-Year 53
3-Year 46
5-Year 93

Load Adjusted Returns

1-Year 3.41%
3-Year 3.56%
5-Year 2.26%
10-Year 2.74%

Performance & Risk

YTD Return -0.30%
5y Average Return 2.34%
Rank in Category (ytd) 53
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category Foreign Large Value
Fund Family Sterling Capital Funds
Net Assets 125.77M
YTD Return 4.41%
Yield 3.22%
Morningstar Rating
Inception Date Feb 01, 2018

Fund Summary

The fund will invest, under normal circumstances, at least 80% of its net assets plus borrowings for investment purposes in equity securities of foreign (non-U.S.) companies. Normally, it primarily invests in "developed market" equity securities, which encompasses markets included in the the Bloomberg Developed Markets ex North America Large & Mid Cap Index and other markets with similar characteristics. The fund also may invest in securities of real estate investment trusts and exchange-traded funds.

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