STMDX vs. STSCX

Last updated Apr 1, 2026

Compare and contrast key facts about Sterling Capital Stratton Real Estate Fund (STMDX) and Sterling Capital Stratton Small Cap Value Fund (STSCX).

STMDX is managed by Sterling Capital. It was launched on May 30, 1980. STSCX is managed by Sterling Capital. It was launched on Apr 12, 1993.

Performance

STMDX vs. STSCX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sterling Capital Stratton Real Estate Fund (STMDX) and Sterling Capital Stratton Small Cap Value Fund (STSCX). The values are adjusted to include any dividend payments, if applicable.

STMDX vs. STSCX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
STMDX Sterling Capital Stratton Real Estate Fund	1.24%	1.35%	6.25%	13.28%	-26.17%	38.53%	-0.54%	31.77%	-2.82%	7.81%
STSCX Sterling Capital Stratton Small Cap Value Fund	3.75%	11.87%	13.78%	19.04%	-14.45%	31.59%	3.18%	33.00%	-14.38%	13.19%

Returns By Period

In the year-to-date period, STMDX achieves a 1.24% return, which is significantly lower than STSCX's 3.75% return. Over the past 10 years, STMDX has underperformed STSCX with an annualized return of 5.92%, while STSCX has yielded a comparatively higher 11.36% annualized return.

STMDX

• 1D: 0.41%
• 1M: -7.04%
• YTD: 1.24%
• 6M: -0.08%
• 1Y: -0.18%
• 3Y*: 6.09%
• 5Y*: 3.43%
• 10Y*: 5.92%

STSCX

• 1D: -0.63%
• 1M: -7.29%
• YTD: 3.75%
• 6M: 5.52%
• 1Y: 23.13%
• 3Y*: 15.28%
• 5Y*: 8.49%
• 10Y*: 11.36%

*Multi-year figures are annualized to reflect compound growth (CAGR)

STMDX vs. STSCX - Expense Ratio Comparison

STMDX has a 0.82% expense ratio, which is lower than STSCX's 0.98% expense ratio.

STSCX

Sterling Capital Stratton Small Cap Value Fund

STMDX

Sterling Capital Stratton Real Estate Fund

Return for Risk

STMDX vs. STSCX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

STMDX

STMDX Risk / Return Rank: 6
STMDX Sharpe Ratio Rank: 6
STMDX Sortino Ratio Rank: 6
STMDX Omega Ratio Rank: 6
STMDX Calmar Ratio Rank: 7
STMDX Martin Ratio Rank: 8

STSCX

STSCX Risk / Return Rank: 67
STSCX Sharpe Ratio Rank: 65
STSCX Sortino Ratio Rank: 69
STSCX Omega Ratio Rank: 63
STSCX Calmar Ratio Rank: 68
STSCX Martin Ratio Rank: 69

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

STMDX vs. STSCX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Stratton Real Estate Fund (STMDX) and Sterling Capital Stratton Small Cap Value Fund (STSCX). 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.

	STMDX	STSCX	Difference
Sharpe ratio Return per unit of total volatility	0.05	1.15	-1.10
Sortino ratio Return per unit of downside risk	0.18	1.71	-1.53
Omega ratio Gain probability vs. loss probability	1.02	1.24	-0.21
Calmar ratio Return relative to maximum drawdown	0.07	1.55	-1.48
Martin ratio Return relative to average drawdown	0.26	6.50	-6.24
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

STMDX vs. STSCX - Sharpe Ratio Comparison

The current STMDX Sharpe Ratio is 0.05, which is lower than the STSCX Sharpe Ratio of 1.15. The chart below compares the historical Sharpe Ratios of STMDX and STSCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	STMDX	STSCX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.05	1.15	-1.10
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.18	0.43	-0.24
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.29	0.52	-0.22
Sharpe Ratio (All Time) Calculated using the full available price history	0.38	0.57	-0.19

Correlation

The correlation between STMDX and STSCX is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

STMDX vs. STSCX - Dividend Comparison

STMDX's dividend yield for the trailing twelve months is around 6.27%, less than STSCX's 19.54% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
STMDX Sterling Capital Stratton Real Estate Fund	6.27%	6.24%	7.14%	8.39%	8.29%	7.14%	4.05%	9.15%	5.92%	4.80%	7.98%	2.96%
STSCX Sterling Capital Stratton Small Cap Value Fund	19.54%	20.28%	23.71%	39.14%	27.85%	23.34%	16.67%	13.04%	9.11%	9.20%	5.09%	1.54%

Drawdowns

STMDX vs. STSCX - Drawdown Comparison

The maximum STMDX drawdown since its inception was -65.12%, which is greater than STSCX's maximum drawdown of -54.02%. Use the drawdown chart below to compare losses from any high point for STMDX and STSCX.

Drawdown Indicators

	STMDX	STSCX	Difference
Max Drawdown Largest peak-to-trough decline	-65.12%	-54.02%	-11.10%
Max Drawdown (1Y) Largest decline over 1 year	-12.22%	-13.84%	+1.62%
Max Drawdown (5Y) Largest decline over 5 years	-33.43%	-25.48%	-7.95%
Max Drawdown (10Y) Largest decline over 10 years	-40.52%	-44.28%	+3.76%
Current Drawdown Current decline from peak	-8.82%	-8.46%	-0.36%
Average Drawdown Average peak-to-trough decline	-10.12%	-8.21%	-1.91%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.18%	3.30%	-0.12%

Volatility

STMDX vs. STSCX - Volatility Comparison

The current volatility for Sterling Capital Stratton Real Estate Fund (STMDX) is 4.16%, while Sterling Capital Stratton Small Cap Value Fund (STSCX) has a volatility of 5.08%. This indicates that STMDX experiences smaller price fluctuations and is considered to be less risky than STSCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	STMDX	STSCX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.16%	5.08%	-0.92%
Volatility (6M) Calculated over the trailing 6-month period	8.87%	11.65%	-2.78%
Volatility (1Y) Calculated over the trailing 1-year period	15.78%	20.64%	-4.86%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.73%	20.05%	-1.32%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.41%	22.10%	-1.69%