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Sterling Capital Behavioral Small Cap Value Equity Fund - Inst Class: (MF: SPSCX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$18.12 USD
+0.37 (2.09%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -6.88 | 27 |
| 3 months | -6.88 | 27 |
| 6 months | -7.57 | 37 |
| 1 Year | -2.17 | 29 |
| 3 Year | 3.17 | 22 |
| 5 Year | 19.18 | 9 |
| 10 Year | 6.52 | 50 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 119.28 |
| Bear Market (10/07 - 2/09) | -51.82 |
| Bull Market (2/09 - 3/21) | 680.14 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | -2.17 |
| 5 Year | 19.17 |
| 10 Year | 6.53 |
| Since Inception | 8.94 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -6.88 | NA | NA | NA |
| 2024 | 4.73 | -2.77 | 8.86 | -0.73 |
| 2023 | -1.29 | 5.67 | -1.26 | 15.89 |
| 2022 | -0.97 | -14.45 | -5.06 | 10.56 |
| 2021 | 25.23 | 7.82 | -1.36 | 7.74 |
| 2020 | -38.85 | 19.83 | 3.63 | 24.03 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -6.88 | 10.04 | 19.35 | -11.08 | 43.51 | -5.81 | 21.95 | -17.32 | 8.88 | 24.07 | -2.69 |
| % Total Return Rel to Index | -2.61 | -14.97 | -6.89 | 7.12 | 14.82 | -24.21 | -9.53 | -12.93 | -12.91 | 12.14 | -4.08 |
| % Total Return Rel to Peer | 1.61 | -1.88 | 3.27 | 8.43 | 24.19 | -24.80 | -3.48 | -6.54 | -6.71 | 8.12 | 2.02 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 1.00 | 1.00 | 5.00 | 4.00 | 5.00 | 5.00 | 2.00 | 2.00 |
| % Dividends | 0.00 | 0.27 | 0.39 | 0.09 | 0.20 | 0.13 | 0.25 | 0.20 | 0.16 | 0.21 | 0.21 |
| % Yield | 0.00 | 1.19 | 1.20 | 0.49 | 0.90 | 0.86 | 1.51 | 1.26 | 0.81 | 1.17 | 1.42 |
| Capital Gains ($) | 0.00 | 1.70 | 0.00 | 1.53 | 0.28 | 0.00 | 0.00 | 1.98 | 0.65 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 0.84 | 0.85 | 0.85 | 0.81 | 0.80 | 0.80 | 0.78 | 0.80 | 0.88 | 1.00 |
* 1 = Top 20%, 5 = Bottom 20%