Sterling Capital SMID Opportunities A (SMDPX)

13.19 -0.05 (-0.38%) USD  |  Jul 05 2022

SMDPX Performance

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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 July 05, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
Sterling Capital SMID Opportunities A
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--
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13.88%
-11.06%
36.41%
8.14%
18.56%
-17.04%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.97%
Saratoga Mid Capitalization A
14.91%
41.07%
10.50%
-4.06%
4.84%
12.93%
-17.06%
29.93%
9.73%
19.86%
-15.18%
Sterling Capital MdCp Relatv Val A
15.12%
37.45%
7.27%
-2.01%
11.35%
21.45%
-14.53%
29.36%
3.48%
23.14%
-15.06%
Neuberger Berman US Equity Impact A
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-22.78%
Hartford Schroders US MidCap Opps A
9.97%
35.60%
10.70%
1.51%
17.95%
15.28%
-11.23%
27.71%
8.88%
25.61%
-16.93%
As of July 05, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Sterling Capital SMID Opportunities A
-7.57%
-12.65%
-15.34%
-13.90%
4.75%
5.52%
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7.74%
S&P 500 Total Return
-6.62%
-14.98%
-17.85%
-10.67%
10.43%
11.49%
13.05%
8.52%
9.15%
9.86%
Saratoga Mid Capitalization A
-9.16%
-11.07%
-13.98%
-13.74%
5.94%
5.51%
8.63%
5.60%
7.34%
7.21%
Sterling Capital MdCp Relatv Val A
-8.27%
-9.58%
-14.77%
-11.13%
5.73%
6.18%
9.74%
5.01%
7.24%
9.71%
Neuberger Berman US Equity Impact A
-6.99%
-15.58%
-21.06%
-21.52%
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-11.76%
Hartford Schroders US MidCap Opps A
-7.08%
-11.42%
-15.47%
-9.99%
6.64%
6.72%
10.66%
7.75%
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8.34%
As of July 05, 2022. 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 June 30, 2022