Sterling Capital Equity Fund Market Value
| BAEIX Fund | USD 17.94 0.05 0.28% |
| Symbol | Sterling |
Sterling Capital 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Sterling Capital's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Sterling Capital.
| 11/21/2025 |
| 02/19/2026 |
If you would invest 0.00 in Sterling Capital on November 21, 2025 and sell it all today you would earn a total of 0.00 from holding Sterling Capital Equity or generate 0.0% return on investment in Sterling Capital over 90 days. Sterling Capital is related to or competes with Sterling Capital, Muirfield Fund, Queens Road, American Beacon, William Blair, Putnam Income, and Touchstone Sustainability. The fund normally invests at least 80 percent of its net assets plus borrowings for investment purposes in equity securi... More
Sterling Capital Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Sterling Capital's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Sterling Capital Equity upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.611 | |||
| Information Ratio | 0.1254 | |||
| Maximum Drawdown | 39.63 | |||
| Value At Risk | (0.99) | |||
| Potential Upside | 1.31 |
Sterling Capital Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Sterling Capital's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Sterling Capital's standard deviation. In reality, there are many statistical measures that can use Sterling Capital historical prices to predict the future Sterling Capital's volatility.| Risk Adjusted Performance | 0.1153 | |||
| Jensen Alpha | 0.5906 | |||
| Total Risk Alpha | 0.4111 | |||
| Sortino Ratio | 0.9719 | |||
| Treynor Ratio | 0.5795 |
Sterling Capital February 19, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1153 | |||
| Market Risk Adjusted Performance | 0.5895 | |||
| Mean Deviation | 1.3 | |||
| Downside Deviation | 0.611 | |||
| Coefficient Of Variation | 739.61 | |||
| Standard Deviation | 4.74 | |||
| Variance | 22.44 | |||
| Information Ratio | 0.1254 | |||
| Jensen Alpha | 0.5906 | |||
| Total Risk Alpha | 0.4111 | |||
| Sortino Ratio | 0.9719 | |||
| Treynor Ratio | 0.5795 | |||
| Maximum Drawdown | 39.63 | |||
| Value At Risk | (0.99) | |||
| Potential Upside | 1.31 | |||
| Downside Variance | 0.3733 | |||
| Semi Variance | (0.40) | |||
| Expected Short fall | (1.83) | |||
| Skewness | 7.88 | |||
| Kurtosis | 63.34 |
Sterling Capital Equity Backtested Returns
Sterling Capital appears to be somewhat reliable, given 3 months investment horizon. Sterling Capital Equity owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.15, which indicates the fund had a 0.15 % return per unit of risk over the last 3 months. By inspecting Sterling Capital's technical indicators, you can evaluate if the expected return of 0.75% is justified by implied risk. Please review Sterling Capital's Downside Deviation of 0.611, standard deviation of 4.74, and Risk Adjusted Performance of 0.1153 to confirm if our risk estimates are consistent with your expectations. The entity has a beta of 1.09, which indicates a somewhat significant risk relative to the market. Sterling Capital returns are very sensitive to returns on the market. As the market goes up or down, Sterling Capital is expected to follow.
Auto-correlation | 0.79 |
Good predictability
Sterling Capital Equity has good predictability. Overlapping area represents the amount of predictability between Sterling Capital time series from 21st of November 2025 to 5th of January 2026 and 5th of January 2026 to 19th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Sterling Capital Equity price movement. The serial correlation of 0.79 indicates that around 79.0% of current Sterling Capital price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.79 | |
| Spearman Rank Test | 0.68 | |
| Residual Average | 0.0 | |
| Price Variance | 0.03 |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Sterling Mutual Fund
Sterling Capital financial ratios help investors to determine whether Sterling Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Sterling with respect to the benefits of owning Sterling Capital security.
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