Nasdaq - Delayed Quote USD

Sterling Capital Real Estate Fund (STMDX)

36.32
+0.03
+(0.08%)
At close: 8:02:14 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.77%
5y Average Return 9.70%
Number of Years Up 34
Number of Years Down 10
Best 1Y Total Return (May 15, 2025) 38.47%
Worst 1Y Total Return (May 15, 2025) --
Best 3Y Total Return 38.47%
Worst 3Y Total Return -3.94%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
STMDX
Category
YTD
1.06%
20.43%
1-Month
-1.69%
2.69%
3-Month
0.95%
11.34%
1-Year
16.95%
36.79%
3-Year
-0.37%
10.81%
5-Year
7.63%
7.03%
10-Year
6.25%
9.08%
Last Bull Market
25.83%
31.03%
Last Bear Market
-15.77%
-16.60%

Annual Total Return (%) History

Year
STMDX
Category
2025
--
--
2024
6.24%
--
2023
13.00%
--
2022
-26.16%
--
2021
38.47%
--
2020
-0.57%
-4.49%
2019
26.87%
27.28%
2018
-2.78%
-5.97%

2017
7.81%
6.22%
2016
8.22%
6.89%
2015
1.86%
2.41%
2014
30.69%
28.03%
2013
2.35%
1.55%
2012
18.78%
17.60%
2011
5.19%
7.51%
2010
22.60%
27.08%
2009
33.90%
31.26%
2008
-30.34%
-39.55%
2007
-15.35%
-14.66%
2006
28.32%
33.58%
2005
4.10%
11.51%
2004
22.17%
32.02%
2003
32.38%
36.80%
2002
6.46%
4.54%
2001
22.98%
10.00%
2000
20.10%
27.02%
1999
-6.25%
-2.76%
1998
-11.75%
-15.59%
1997
18.08%
22.21%
1996
8.58%
34.46%
1995
23.45%
14.08%
1994
-12.13%
-0.79%
1993
6.60%
22.84%
1992
10.33%
15.47%
1991
35.10%
27.18%
1990
-3.83%
-7.56%
1989
18.76%
10.81%
1988
9.76%
8.36%
1987
-11.41%
-1.88%
1986
20.47%
12.42%
1985
29.90%
--
1984
21.19%
--
1983
11.87%
--
1982
20.71%
--
1981
13.26%
--
1980
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.79% -- -- --
2024 -1.19% -0.05% 15.29% -6.69%
2023 3.42% 2.05% -8.43% 16.94%
2022 -5.99% -15.77% -10.73% 4.47%
2021 6.69% 11.90% 0.46% 15.46%
2020 -20.92% 14.14% 1.31% 8.73%
2019 15.78% 1.13% 7.80% 0.51%
2018 -6.01% 8.83% 0.77% -5.68%
2017 1.46% 2.83% 0.09% 3.24%
2016 5.94% 7.66% -2.05% -3.13%

2015 4.28% -9.70% 0.59% 7.53%
2014 8.57% 7.87% -1.89% 13.74%
2013 9.34% -3.23% -2.88% -0.39%
2012 10.84% 3.22% 1.22% 2.57%
2011 5.89% 1.82% -13.97% 13.41%
2010 7.45% -3.70% 11.87% 5.90%
2009 -24.21% 22.75% 32.87% 8.32%
2008 2.20% -5.22% 9.29% -34.19%
2007 1.51% -5.97% -0.20% -11.14%
2006 13.88% -2.06% 9.03% 5.53%
2005 -7.48% 13.00% 0.12% -0.53%
2004 11.02% -7.41% 7.04% 11.04%
2003 -0.39% 13.07% 7.77% 9.07%
2002 10.42% 3.92% -7.03% -0.20%
2001 9.78% 12.06% -6.66% 7.11%
2000 0.65% 10.95% 7.01% 0.50%
1999 -7.17% 12.83% -6.97% -3.78%
1998 1.68% -3.80% -6.78% -3.22%
1997 0.69% 4.80% 9.42% 2.27%
1996 -1.25% 1.55% -2.13% 10.63%
1995 4.64% 5.15% 5.91% 5.94%
1994 -6.93% -7.26% 1.50% 0.30%
1993 9.04% 0.97% 3.59% -6.53%
1992 -2.75% 4.29% 3.95% 4.65%
1991 11.70% 1.19% 9.08% 9.57%
1990 -4.56% 1.40% -6.66% 6.47%
1989 4.86% 7.92% 4.78% 0.16%
1988 9.01% 2.65% -1.19% -0.74%
1987 5.92% -4.60% -2.63% -9.96%
1986 17.40% 1.37% 1.44% -0.21%
1985 7.55% 12.39% -6.49% 14.92%
1984 -2.25% -0.17% 13.66% 9.27%
1983 6.00% 3.18% 7.15% -4.54%
1982 -0.54% 1.15% 9.87% 9.20%
1981 0.83% 8.51% -2.81% 6.51%
1980 -6.81% 1.99% -- --

Rank in Category (By Total Return)

YTD 23
1-Month 35
3-Month 17
1-Year 28
3-Year 26
5-Year 49

Load Adjusted Returns

1-Year 16.95%
3-Year -0.37%
5-Year 7.63%
10-Year 6.25%

Performance & Risk

YTD Return 1.77%
5y Average Return 9.70%
Rank in Category (ytd) 23
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

Fund Overview

Category Real Estate
Fund Family Sterling Capital Funds
Net Assets 67.91M
YTD Return 1.06%
Yield 2.69%
Morningstar Rating
Inception Date Jan 31, 2020

Fund Summary

To pursue its investment objective, the fund will invest, under normal circumstances, at least 80% of its net assets in securities of real estate and real estate-related companies, or in companies which own significant real estate assets at the time of purchase ("real estate companies") including Real Estate Investment Trusts ("REITs").

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