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Nasdaq - Delayed Quote USD

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

8.88
0.00
(0.00%)
At close: January 24 at 8:01:15 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return -0.28%
5y Average Return 3.34%
Number of Years Up 7
Number of Years Down 3
Best 1Y Total Return (Jan 23, 2025) 26.95%
Worst 1Y Total Return (Jan 23, 2025) --
Best 3Y Total Return 26.95%
Worst 3Y Total Return -5.03%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SBIIX
Category
YTD
5.61%
11.56%
1-Month
-1.06%
-2.20%
3-Month
-5.80%
4.11%
1-Year
5.61%
35.63%
3-Year
4.62%
5.74%
5-Year
3.30%
8.25%
10-Year
3.77%
4.29%
Last Bull Market
2.01%
13.65%
Last Bear Market
-12.18%
-23.43%

Annual Total Return (%) History

Year
SBIIX
Category
2024
5.61%
--
2023
20.74%
--
2022
-10.20%
--
2021
13.13%
--
2020
-9.21%
0.88%
2019
15.16%
17.80%
2018
-18.09%
-15.44%
2017
26.95%
22.08%

2016
2.37%
3.34%
2015
0.42%
-3.10%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.74% -1.58% 6.71% -5.80%
2023 8.60% 3.34% -1.40% 9.11%
2022 -4.00% -12.18% -11.38% 20.20%
2021 9.33% 4.37% -2.19% 1.37%
2020 -29.55% 12.41% 3.30% 10.98%
2019 8.43% 1.04% -2.67% 8.00%
2018 -1.19% -3.28% -0.18% -14.13%
2017 7.61% 4.84% 8.69% 3.52%
2016 -3.15% -2.82% 8.03% 0.68%
2015 3.91% 1.19% -9.50% 5.53%

Rank in Category (By Total Return)

YTD 34
1-Month 10
3-Month 15
1-Year 34
3-Year 29
5-Year 79

Load Adjusted Returns

1-Year 5.61%
3-Year 4.62%
5-Year 3.30%
10-Year 3.77%

Performance & Risk

YTD Return -0.28%
5y Average Return 3.34%
Rank in Category (ytd) 34
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.01
Morningstar Risk Rating

Fund Overview

Category Foreign Large Value
Fund Family Sterling Capital Funds
Net Assets 125.77M
YTD Return 5.61%
Yield 4.28%
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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