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Nasdaq - Delayed Quote USD

Sterling Capital Behav Sm Cp Val Eq C (SPSDX)

16.05
+1.13
+(7.57%)
At close: 8:02:13 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -16.78%
5y Average Return 15.64%
Number of Years Up 9
Number of Years Down 5
Best 1Y Total Return (Apr 7, 2025) 42.16%
Worst 1Y Total Return (Apr 7, 2025) --
Best 3Y Total Return 42.16%
Worst 3Y Total Return -2.70%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SPSDX
Category
YTD
-7.16%
26.79%
1-Month
-5.19%
-1.77%
3-Month
-7.16%
4.45%
1-Year
-3.20%
71.02%
3-Year
2.13%
9.35%
5-Year
17.97%
12.17%
10-Year
5.47%
9.95%
Last Bull Market
18.79%
28.07%
Last Bear Market
-14.65%
-24.24%

Annual Total Return (%) History

Year
SPSDX
Category
2025
--
--
2024
8.91%
--
2023
18.24%
--
2022
-11.99%
--
2021
42.16%
--
2020
-6.75%
4.02%
2019
20.66%
21.43%
2018
-18.12%
-15.46%

2017
7.82%
8.54%
2016
22.75%
25.99%
2015
-3.58%
-6.71%
2014
3.90%
3.34%
2013
36.95%
36.22%
2012
11.29%
16.00%
2011
-9.95%
-4.45%
2010
--
26.17%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -7.16% -- -- --
2024 4.45% -3.01% 8.60% -1.01%
2023 -1.50% 5.33% -1.48% 15.68%
2022 -1.23% -14.65% -5.32% 10.26%
2021 25.00% 7.56% -1.65% 7.51%
2020 -38.94% 19.37% 3.39% 23.76%
2019 12.40% 0.14% -0.92% 8.20%
2018 -3.01% 5.40% -0.45% -19.54%
2017 -0.47% -0.71% 5.86% 3.06%
2016 0.07% 0.36% 5.91% 15.40%

2015 3.25% -1.88% -6.85% 2.18%
2014 1.60% 2.13% -6.79% 7.42%
2013 12.55% 2.83% 7.59% 9.98%
2012 14.90% -8.89% 3.60% 2.61%
2011 7.14% -2.13% -22.59% 10.94%
2010 -8.98% 7.05% 17.91% --

Rank in Category (By Total Return)

YTD 50
1-Month 41
3-Month 50
1-Year 48
3-Year 55
5-Year 45

Load Adjusted Returns

1-Year -4.08%
3-Year 2.13%
5-Year 17.97%
10-Year 5.47%

Performance & Risk

YTD Return -16.78%
5y Average Return 15.64%
Rank in Category (ytd) 50
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.10
Morningstar Risk Rating

Fund Overview

Category Small Value
Fund Family Sterling Capital Funds
Net Assets 91.31M
YTD Return -7.16%
Yield 0.93%
Morningstar Rating
Inception Date Feb 01, 2010

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets plus borrowings for investment purposes in the equity securities of small capitalization companies. Small capitalization companies are defined as companies with market capitalizations within the range of those companies in the Russell 2000® Index at the time of purchase.

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