STSCX vs. VSMAX

In the year-to-date period, STSCX achieves a -0.72% return, which is significantly higher than VSMAX's -3.21% return. Over the past 10 years, STSCX has underperformed VSMAX with an annualized return of -6.20%, while VSMAX has yielded a comparatively higher 8.20% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

STSCX has a 0.98% expense ratio, which is higher than VSMAX's 0.05% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Stratton Small Cap Value Fund (STSCX) and Vanguard Small-Cap Index Fund Admiral Shares (VSMAX). 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.

The current STSCX Sharpe Ratio is -0.49, which is lower than the VSMAX Sharpe Ratio of 0.25. The chart below compares the historical Sharpe Ratios of STSCX and VSMAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

STSCX's dividend yield for the trailing twelve months is around 0.28%, less than VSMAX's 1.46% yield.

The maximum STSCX drawdown since its inception was -65.06%, which is greater than VSMAX's maximum drawdown of -59.68%. Use the drawdown chart below to compare losses from any high point for STSCX and VSMAX. For additional features, visit the drawdowns tool.

The current volatility for Sterling Capital Stratton Small Cap Value Fund (STSCX) is 5.64%, while Vanguard Small-Cap Index Fund Admiral Shares (VSMAX) has a volatility of 6.42%. This indicates that STSCX experiences smaller price fluctuations and is considered to be less risky than VSMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.