Sterling Capital Enhanced Core Bond ETF (SCEC) Performance
SCEC total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −1.9% since Dec 31, 2025
- 1 year
- −1.8% total return
- Since first price
- +3.0% since 2025
SCEC trailing returns vs AGG, TLT, SPY
| Period | SCEC total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | +0.2% | −0.2% | +0.9% | +1.5% | −1.0% |
| 3 months | −1.1% | −2.4% | −0.4% | −1.0% | +3.2% |
| 6 months | −2.3% | −4.7% | −1.5% | −3.8% | +7.8% |
| YTD | −1.9% | −5.4% | −1.0% | −3.4% | +12.3% |
| 1 year | −1.8% | −6.6% | −1.1% | −6.9% | +14.4% |
| Since inceptionMar 14, 2025 | +3.0% | −4.2% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: SCEC vs AGG
From Mar 14, 2025: SCEC grew to $10,299, AGG to $10,400.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
SCEC returns by calendar year
2026 is year to date.
SCEC annual returns table
| Year | SCEC | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | −1.9% | −4.8% | −1.0% | −3.4% | +12.3% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
SCEC risk statistics
| Statistic | Since 2025 |
|---|---|
| Annualized return | +0.6% |
| Volatility (annualized) | 4.0% |
| Sharpe ratio | -0.80 |
| Sortino ratio | -0.89 |
| Best month | +1.6% |
| Worst month | −2.7% |
| Best 12 months | +5.1% |
| Worst 12 months | −2.1% |
| Positive months | 67% |
| Beta vs S&P 500 | — |
| Correlation with S&P 500 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
SCEC rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 8 | −2.1% | +3.2% | +5.1% | 75% |
Every holding period starting at a month-end since 2025. Returns for 3 years and longer are annualized.
SCEC performance overview
Sterling Capital Enhanced Core Bond ETF (SCEC) returned −1.8% over the past year, with distributions reinvested. Since its first recorded price on Mar 14, 2025 it has returned +3.0%. Over the same year U.S. bonds (AGG) returned −1.1%.
Related: SCEC chart, SCEC dividends, SCEC bond profile. See the SCEC overview for the latest quote and fund facts.
SCEC performance FAQ
What is the SCEC return over the past year?
SCEC returned −1.8% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 6.6%.
How much would $10,000 invested in SCEC be worth?
$10,000 invested in SCEC at its first recorded close on March 14, 2025 would be worth about $10,299 on October 23, 2026 with distributions reinvested.
How volatile is SCEC?
Over the past history SCEC had an annualized volatility of 4.0% and a Sharpe ratio of -0.80 (excess return over 1–3 month T-bills per unit of risk).