STRGX vs. SCSPX
Compare and contrast key facts about Sterling Capital Stratton Mid Cap Value Fund (STRGX) and Sterling Capital Quality Income Fund (SCSPX).
STRGX is managed by Sterling Capital. It was launched on Sep 29, 1972. SCSPX is managed by Sterling Capital. It was launched on Jun 30, 2011.
Performance
STRGX vs. SCSPX - Performance Comparison
Loading graphics...
STRGX vs. SCSPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
STRGX Sterling Capital Stratton Mid Cap Value Fund | 2.89% | 5.40% | 9.49% | 14.39% | -10.92% | 23.49% | 3.74% | 32.73% | -14.28% | 21.75% |
SCSPX Sterling Capital Quality Income Fund | -0.34% | 7.61% | 2.38% | 4.51% | -9.02% | -1.05% | 4.58% | 6.24% | 1.49% | 3.09% |
Returns By Period
In the year-to-date period, STRGX achieves a 2.89% return, which is significantly higher than SCSPX's -0.34% return. Over the past 10 years, STRGX has outperformed SCSPX with an annualized return of 9.22%, while SCSPX has yielded a comparatively lower 1.93% annualized return.
STRGX
- 1D
- -1.01%
- 1M
- -6.72%
- YTD
- 2.89%
- 6M
- -0.22%
- 1Y
- 11.98%
- 3Y*
- 10.23%
- 5Y*
- 5.86%
- 10Y*
- 9.22%
SCSPX
- 1D
- 0.44%
- 1M
- -2.26%
- YTD
- -0.34%
- 6M
- 0.84%
- 1Y
- 4.29%
- 3Y*
- 3.94%
- 5Y*
- 0.84%
- 10Y*
- 1.93%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
STRGX vs. SCSPX - Expense Ratio Comparison
STRGX has a 0.84% expense ratio, which is higher than SCSPX's 0.58% expense ratio.
Return for Risk
STRGX vs. SCSPX — Risk / Return Rank
STRGX
SCSPX
STRGX vs. SCSPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Stratton Mid Cap Value Fund (STRGX) and Sterling Capital Quality Income Fund (SCSPX). 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.
| STRGX | SCSPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.68 | 1.21 | -0.53 |
Sortino ratioReturn per unit of downside risk | 1.07 | 1.76 | -0.69 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.22 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.87 | 1.91 | -1.05 |
Martin ratioReturn relative to average drawdown | 3.43 | 5.98 | -2.55 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| STRGX | SCSPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.68 | 1.21 | -0.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.17 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.49 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.61 | -0.06 |
Correlation
The correlation between STRGX and SCSPX is -0.08. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
STRGX vs. SCSPX - Dividend Comparison
STRGX's dividend yield for the trailing twelve months is around 9.76%, more than SCSPX's 3.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STRGX Sterling Capital Stratton Mid Cap Value Fund | 9.76% | 10.04% | 15.16% | 12.43% | 17.98% | 8.18% | 0.84% | 5.40% | 9.91% | 3.79% | 0.60% | 3.68% |
SCSPX Sterling Capital Quality Income Fund | 3.55% | 3.85% | 3.60% | 2.57% | 2.37% | 2.05% | 2.50% | 2.99% | 3.19% | 2.74% | 2.66% | 2.71% |
Drawdowns
STRGX vs. SCSPX - Drawdown Comparison
The maximum STRGX drawdown since its inception was -53.50%, which is greater than SCSPX's maximum drawdown of -13.41%. Use the drawdown chart below to compare losses from any high point for STRGX and SCSPX.
Loading graphics...
Drawdown Indicators
| STRGX | SCSPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.50% | -13.41% | -40.09% |
Max Drawdown (1Y)Largest decline over 1 year | -12.42% | -2.79% | -9.63% |
Max Drawdown (5Y)Largest decline over 5 years | -21.22% | -13.41% | -7.81% |
Max Drawdown (10Y)Largest decline over 10 years | -41.35% | -13.41% | -27.94% |
Current DrawdownCurrent decline from peak | -7.40% | -2.26% | -5.14% |
Average DrawdownAverage peak-to-trough decline | -8.06% | -2.17% | -5.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.14% | 0.89% | +2.25% |
Volatility
STRGX vs. SCSPX - Volatility Comparison
Sterling Capital Stratton Mid Cap Value Fund (STRGX) has a higher volatility of 5.22% compared to Sterling Capital Quality Income Fund (SCSPX) at 1.48%. This indicates that STRGX's price experiences larger fluctuations and is considered to be riskier than SCSPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| STRGX | SCSPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.22% | 1.48% | +3.74% |
Volatility (6M)Calculated over the trailing 6-month period | 10.54% | 2.43% | +8.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.17% | 4.04% | +14.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.38% | 4.91% | +12.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.07% | 3.92% | +15.15% |