Sterling Ten Year Return

STRAX
 Fund
  

USD 20.99  0.50  2.33%   

Sterling Capital Behavioral fundamentals help investors to digest information that contributes to Sterling Capital's financial success or failures. It also enables traders to predict the movement of Sterling Mutual Fund. The fundamental analysis module provides a way to measure Sterling Capital's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Sterling Capital mutual fund.
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.
  

Sterling Ten Year Return Analysis

Sterling Capital's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Ten Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About Ten Year Return | All Equity Analysis

Current Sterling Capital Ten Year Return

    
  8.24 %  
Most of Sterling Capital's fundamental indicators, such as Ten Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Sterling Capital Behavioral is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Compare to competition

Sterling Capital Ten Year Return Component Assessment

Based on the latest financial disclosure, Sterling Capital Behavioral has a Ten Year Return of 8.24%. This is much higher than that of the Sterling Capital Funds family and significantly higher than that of the Large Value category. The ten year return for all United States funds is notably lower than that of the firm.

Sterling Ten Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Sterling Capital's direct or indirect competition against its Ten Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Sterling Capital could also be used in its relative valuation, which is a method of valuing Sterling Capital by comparing valuation metrics of similar companies.
Sterling Capital is currently under evaluation in ten year return among similar funds.

Fund Asset Allocation for Sterling Capital

The fund invests 99.49% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.51%) .
   Value   
       Instrument Type  

Sterling Fundamentals

About Sterling Capital Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Sterling Capital Behavioral's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Sterling Capital using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Sterling Capital Behavioral based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
The fund normally invests at least 80 percent of its net assets plus borrowings for investment purposes in the equity securities of large companies. Large companies are defined as companies with market capitalizations within the range of those companies in the Standard Poors 500 Index at the time of purchase.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Sterling Capital in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Sterling Capital's short interest history, or implied volatility extrapolated from Sterling Capital options trading.

Currently Active Assets on Macroaxis

Additionally, take a look at Sterling Capital Piotroski F Score and Sterling Capital Altman Z Score analysis. Note that the Sterling Capital Beh information on this page should be used as a complementary analysis to other Sterling Capital's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Fundamentals Comparison module to compare fundamentals across multiple equities to find investing opportunities.

Complementary Tools for Sterling Mutual Fund analysis

When running Sterling Capital Beh price analysis, check to measure Sterling Capital's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Sterling Capital is operating at the current time. Most of Sterling Capital's value examination focuses on studying past and present price action to predict the probability of Sterling Capital's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Sterling Capital's price. Additionally, you may evaluate how the addition of Sterling Capital to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Sterling Capital's value and its price as these two are different measures arrived at by different means. Investors typically determine Sterling Capital value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Sterling Capital's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.