STRGX vs. EOS-USD
STRGX (Sterling Capital Stratton Mid Cap Value Fund) is Mid Cap Blend Equities fund managed by Sterling Capital, while EOS-USD (EOS) is a cryptocurrency. Over the past 5 years, STRGX returned 8.02%/yr vs -56.35%/yr for EOS-USD. Their 0.17 correlation means their historical movements had little consistent relationship.
Performance
STRGX vs. EOS-USD - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, STRGX achieves a 19.22% return, which is significantly higher than EOS-USD's -59.81% return.
STRGX
- 1D
- 1.24%
- 1M
- -1.92%
- 6M
- 13.95%
- YTD
- 19.22%
- 1Y
- 21.93%
- 3Y*
- 12.50%
- 5Y*
- 8.02%
- 10Y*
- 10.19%
- ALL TIME*
- 9.95%
EOS-USD
- 1D
- 0.35%
- 1M
- -5.59%
- 6M
- -30.22%
- YTD
- -59.81%
- 1Y
- -86.87%
- 3Y*
- -55.35%
- 5Y*
- -56.35%
- 10Y*
- —
- ALL TIME*
- -18.29%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
EOS-USD EOS | $2.63K | $4.67K | $7.55K |
| $0.00 | $0.00 | $0.00 |
STRGX vs. EOS-USD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
STRGX Sterling Capital Stratton Mid Cap Value Fund | 19.22% | 5.40% | 9.49% | 14.39% | -10.92% | 23.49% | 3.74% | 32.73% | -14.28% | 13.19% |
EOS-USD EOS | -59.81% | -79.52% | -8.35% | -1.89% | -71.60% | 16.76% | 0.93% | 0.16% | -70.72% | 2,091.49% |
Correlation
The correlation between STRGX and EOS-USD is 0.17, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.17 |
Correlation (3Y) Balances recent behavior with more history. | 0.22 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.25 |
Correlation (All Time) Calculated using the full available price history since Jun 27, 2017 | 0.17 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
STRGX vs. EOS-USD — Risk / Return Rank
STRGX
EOS-USD
STRGX vs. EOS-USD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Stratton Mid Cap Value Fund (STRGX) and EOS (EOS-USD). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| STRGX | EOS-USD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.45 | ||
| Sortino ratioReturn per unit of downside risk | +4.91 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 0.70 | +0.53 |
| Calmar ratioReturn relative to maximum drawdown | 2.47 | -0.98 | +3.45 |
| Martin ratioReturn relative to average drawdown | 7.11 | -1.24 | +8.35 |
Loading charts...
Drawdowns
STRGX vs. EOS-USD - Drawdown Comparison
The maximum STRGX drawdown since its inception was -53.50%, smaller than the maximum EOS-USD drawdown of -99.72%. Use the drawdown chart below to compare losses from any high point for STRGX and EOS-USD.
Loading charts...
Drawdown Indicators
| STRGX | EOS-USD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.50% | -99.72% | +46.22% |
Max Drawdown (1Y)Largest decline over 1 year | -7.79% | -89.53% | +81.74% |
Max Drawdown (3Y)Largest decline over 3 years | -20.88% | -95.65% | +74.77% |
Max Drawdown (5Y)Largest decline over 5 years | -21.22% | -99.05% | +77.83% |
Max Drawdown (10Y)Largest decline over 10 years | -41.35% | — | — |
Current DrawdownCurrent decline from peak | -3.75% | -99.70% | +95.95% |
Average DrawdownAverage peak-to-trough decline | -8.01% | -85.12% | +77.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.71% | 64.91% | -62.20% |
Volatility
STRGX vs. EOS-USD - Volatility Comparison
The current volatility for Sterling Capital Stratton Mid Cap Value Fund (STRGX) is 3.65%, while EOS (EOS-USD) has a volatility of 17.72%. This indicates that STRGX experiences smaller price fluctuations and is considered to be less risky than EOS-USD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| STRGX | EOS-USD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.65% | 17.72% | -14.07% |
Volatility (6M)Calculated over the trailing 6-month period | 11.10% | 53.37% | -42.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.60% | 64.48% | -49.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.45% | 71.35% | -53.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.05% | 108.61% | -89.56% |
Frequently Asked Questions
STRGX and EOS-USD have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EOS-USD has higher volatility (17.72%) compared to STRGX (3.65%). In terms of maximum drawdown, STRGX dropped -53.50% vs EOS-USD's -99.72%.
STRGX currently has the higher Sharpe Ratio (1.32 vs -1.14), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for STRGX and EOS-USD
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer