Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCSSX (STERLING CAPITAL SECURITIZED OPPORTUNITIES FUND A CLASS) | -0.53% | 4.62% | 3.92% | 0.54% | 1.60% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 02/04/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCSSX (STERLING CAPITAL SECURITIZED OPPORTUNITIES FUND A CLASS) | 02/04/2013 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.55 | 4.62 | 3.92 | 0.54 | 1.60 | NA | NA | … | … | -0.53 | 7.29 | 2.13 | 4.81 | -9.28 | -1.28 | 4.43 | 5.99 | 1.12 | 2.85 | 2.20 | 1.33 | 3.28 | -4.33 |
| Sharpe Ratio | NA | 0.48 | 0.14 | -0.40 | -0.01 | NA | NA | … | … | -0.88 | 1.05 | -0.30 | 0.19 | -1.87 | -0.71 | 1.35 | 1.62 | -0.10 | 1.00 | 0.96 | 0.49 | 1.50 | -1.68 |
| Standard Deviation(%) | NA | 3.61 | 4.85 | 4.97 | 3.94 | NA | NA | … | … | 3.96 | 4.20 | 4.99 | 6.24 | 5.73 | 1.83 | 3.09 | 2.79 | 2.58 | 2.20 | 2.06 | 2.66 | 2.17 | 2.85 |
| Draw Down(%) | NA | 2.95 | 5.14 | 13.68 | 13.68 | NA | NA | … | … | 2.95 | 2.42 | 3.61 | 6.37 | 12.29 | 1.87 | 5.04 | 1.47 | 2.25 | 1.07 | 2.58 | 1.37 | 0.90 | 5.00 |
| Yield(%) | 0.00 | 3.48 | 3.39 | 2.54 | 2.52 | 1.92 | 1.44 | … | … | 1.22 | 3.79 | 3.33 | 2.88 | 1.86 | 1.74 | 2.30 | 2.85 | 2.89 | 2.52 | 2.21 | 2.43 | 0.71 | 0.00 |
Data as of 06/08/2026, Common starting date is 02/04/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCSSX (STERLING CAPITAL SECURITIZED OPPORTUNITIES FUND A CLASS) |
-4.13%
Oct 2020 – Oct 2023 |
-0.40%
Oct 2017 – Oct 2022 |
0.62%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCSSX (STERLING CAPITAL SECURITIZED OPPORTUNITIES FUND A CLASS) |
5.39%
Oct 2022 – Oct 2025 |
3.30%
Dec 2015 – Dec 2020 |
1.98%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart