Sterling Capital Equity Fund Manager Performance Evaluation
The entity has a beta of 0.0, which indicates not very significant fluctuations relative to the market. the returns on MARKET and Sterling Capital are completely uncorrelated.
Risk-Adjusted Performance
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Over the last 90 days Sterling Capital Equity has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Sterling Capital is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreSterling |
Sterling Capital Relative Risk vs. Return Landscape
If you would invest (100.00) in Sterling Capital Equity on September 23, 2025 and sell it today you would earn a total of 100.00 from holding Sterling Capital Equity or generate -100.0% return on investment over 90 days. Sterling Capital Equity is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Sterling, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Sterling Capital Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Sterling Capital's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Sterling Capital Equity, and traders can use it to determine the average amount a Sterling Capital's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Based on monthly moving average Sterling Capital is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Sterling Capital by adding Sterling Capital to a well-diversified portfolio.
Sterling Capital Fundamentals Growth
Sterling Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Sterling Capital, and Sterling Capital fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Sterling Mutual Fund performance.
| Total Asset | 2.19 B | ||||
About Sterling Capital Performance
Evaluating Sterling Capital's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Sterling Capital has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Sterling Capital has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of its net assets plus borrowings for investment purposes in equity securities. Sterling Capital is traded on NASDAQ Exchange in the United States.Things to note about Sterling Capital Equity performance evaluation
Checking the ongoing alerts about Sterling Capital for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Sterling Capital Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Sterling Capital appears to be risky and price may revert if volatility continues | |
| The fund maintains 99.01% of its assets in stocks |
- Analyzing Sterling Capital's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Sterling Capital's stock is overvalued or undervalued compared to its peers.
- Examining Sterling Capital's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Sterling Capital's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Sterling Capital's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Sterling Capital's mutual fund. These opinions can provide insight into Sterling Capital's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Sterling Mutual Fund
Sterling Capital financial ratios help investors to determine whether Sterling Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Sterling with respect to the benefits of owning Sterling Capital security.
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