Sterling Capital Mid Value A (OVEAX)

13.97 +0.07 (+0.50%) USD  |  Mar 30 2023
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OVEAX Performance

Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of March 30, 2023. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
YTD
Sterling Capital Mid Value A
45.45%
5.39%
-2.15%
16.24%
13.87%
-18.25%
28.94%
9.19%
21.25%
-12.71%
-1.62%
S&P 500 Total Return
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
5.96%
Transamerica Mid Cap Value Opps A
--
--
1.89%
15.82%
9.35%
-8.44%
24.13%
3.83%
25.33%
-6.96%
-0.68%
Allspring C&B Mid Cap Value A
37.14%
4.59%
-2.57%
23.33%
14.90%
-14.61%
36.36%
2.38%
21.53%
-14.68%
2.13%
Keeley Mid Cap Dividend Value A
34.66%
11.00%
-4.47%
23.80%
15.69%
-12.86%
25.61%
-1.77%
24.56%
-5.50%
-0.75%
Victory Integrity Mid-Cap Value A
36.58%
10.64%
-6.31%
19.90%
16.08%
-15.19%
27.39%
4.95%
28.36%
-6.85%
0.57%
As of March 30, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Sterling Capital Mid Value A
-6.24%
-1.62%
9.53%
-15.60%
18.68%
3.90%
7.43%
8.21%
9.26%
8.66%
S&P 500 Total Return
2.19%
5.96%
13.98%
-10.46%
17.41%
10.87%
12.08%
9.99%
10.19%
9.85%
Transamerica Mid Cap Value Opps A
-4.12%
-0.68%
8.45%
-10.03%
20.56%
6.80%
--
--
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7.80%
Allspring C&B Mid Cap Value A
-4.13%
2.13%
15.62%
-10.17%
17.42%
5.30%
8.27%
8.72%
9.28%
9.20%
Keeley Mid Cap Dividend Value A
-5.49%
-0.75%
11.95%
-6.59%
19.81%
5.52%
8.41%
--
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11.11%
Victory Integrity Mid-Cap Value A
-4.91%
0.57%
11.74%
-10.31%
23.46%
6.88%
9.02%
--
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9.47%
As of March 30, 2023. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of February 28, 2023