SCSPX vs. ATRFX
Compare and contrast key facts about Sterling Capital Quality Income Fund (SCSPX) and Catalyst Systematic Alpha Class I (ATRFX).
SCSPX is managed by Sterling Capital. It was launched on Jun 30, 2011. ATRFX is managed by Catalyst Mutual Funds. It was launched on Jul 31, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SCSPX or ATRFX.
Correlation
The correlation between SCSPX and ATRFX is 0.04, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
SCSPX vs. ATRFX - Performance Comparison
Key characteristics
SCSPX:
1.03
ATRFX:
-0.33
SCSPX:
1.50
ATRFX:
-0.30
SCSPX:
1.18
ATRFX:
0.95
SCSPX:
0.58
ATRFX:
-0.30
SCSPX:
2.72
ATRFX:
-0.53
SCSPX:
1.80%
ATRFX:
10.79%
SCSPX:
4.75%
ATRFX:
17.62%
SCSPX:
-13.41%
ATRFX:
-25.02%
SCSPX:
-2.82%
ATRFX:
-15.92%
Returns By Period
In the year-to-date period, SCSPX achieves a 0.79% return, which is significantly lower than ATRFX's 1.35% return. Over the past 10 years, SCSPX has underperformed ATRFX with an annualized return of 1.67%, while ATRFX has yielded a comparatively higher 5.85% annualized return.
SCSPX
0.79%
0.79%
-0.34%
5.01%
0.15%
1.67%
ATRFX
1.35%
-0.62%
-3.36%
-4.44%
8.99%
5.85%
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SCSPX vs. ATRFX - Expense Ratio Comparison
SCSPX has a 0.58% expense ratio, which is lower than ATRFX's 1.77% expense ratio.
Risk-Adjusted Performance
SCSPX vs. ATRFX — Risk-Adjusted Performance Rank
SCSPX
ATRFX
SCSPX vs. ATRFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Quality Income Fund (SCSPX) and Catalyst Systematic Alpha Class I (ATRFX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
SCSPX vs. ATRFX - Dividend Comparison
SCSPX's dividend yield for the trailing twelve months is around 3.64%, less than ATRFX's 11.73% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCSPX Sterling Capital Quality Income Fund | 3.64% | 3.60% | 3.09% | 2.36% | 2.05% | 2.52% | 3.01% | 3.20% | 2.76% | 2.67% | 2.71% | 3.01% |
ATRFX Catalyst Systematic Alpha Class I | 11.73% | 11.90% | 1.87% | 4.98% | 5.43% | 20.92% | 3.04% | 1.38% | 0.00% | 0.91% | 0.74% | 0.59% |
Drawdowns
SCSPX vs. ATRFX - Drawdown Comparison
The maximum SCSPX drawdown since its inception was -13.41%, smaller than the maximum ATRFX drawdown of -25.02%. Use the drawdown chart below to compare losses from any high point for SCSPX and ATRFX. For additional features, visit the drawdowns tool.
Volatility
SCSPX vs. ATRFX - Volatility Comparison
The current volatility for Sterling Capital Quality Income Fund (SCSPX) is 1.29%, while Catalyst Systematic Alpha Class I (ATRFX) has a volatility of 4.49%. This indicates that SCSPX experiences smaller price fluctuations and is considered to be less risky than ATRFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.