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Sterling Capital Real Estate Fund (STMDX)

39.65 +0.23 (+0.58%)
As of 8:06 AM EST. Market Open.

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").

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 38.47%
Worst 1Y Total Return --
Number of Years Up 33
Number of Years Down 10

Performance & Risk

YTD Return 13.04%
5y Average Return 5.70%
Rank in Category (ytd) 53
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
STMDXCategory AverageSTMDXCategory AverageSTMDXCategory Average
Alpha -4.97 -0.01 -5.8 -0.05 -0.66 0.02
BETA 1.16 0.01 1.03 0.01 0.86 0.01
Mean Annual Return 0.18 0.01 0.55 0.01 0.67 0.01
R-squared 77.86 0.66 77.62 0.55 55.9 0.47
Standard Deviation 21.41 0.2 20.34 0.17 17.04 0.16
Sharpe Ratio -0.08 0.01 0.2 0 0.37 0.01
Treynor Ratio -3.52 0.12 1.99 0.07 5.8 0.11

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