# Sterling Capital SmCp Val Instl (STSCX)

> Source: Nexqual · https://nexqual.com/STSCX · data as of 2026-10-24 00:03 UTC · cite as "Nexqual, Sterling Capital SmCp Val Instl (STSCX), nexqual.com/STSCX" · informational, not investment advice.

**Price:** USD 42.34 (-0.19% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 42.42 · day 42.34–42.34 · 52w 36.31–45.97 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +17.6% vs S&P 500 +13.4%; 5Y +57.4% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +17.6% | +57.4% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +17.6% | +9.5% |
| Volatility (annualized) | 14.5% | 18.8% |
| Max drawdown | -10.0% (Aug 2026→Sep 2026) | -22.7% (Nov 2024→Mar 2025) |

## Peers
CISGX (Touchstone Sands Capital Insti ) USD 20.17 -0.00% · STRGX (Sterling Capital Stratton Mid C) USD 63.18 -0.00% · DEFIX (TOCQUEVILLE TRUST DELAFIELD FD) USD 11.01 -0.00% · HWCIX (Hotchkis and Wiley Diversified ) USD 36.1 +0.00% · RSVAX (Victory RS Value Fund Class A",) USD 26.59 -1.30%

## More
Full page: https://nexqual.com/STSCX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt