Sterling Capital ETFs: record by period

Sterling Capital’s 1-Year Record

1Y

0 of 1 Made Money1 lostSterling Capital typical −0.9% · All ETFs +6.9%

Made money · 0

More than 30%0

20–30%0

10–20%0

5–10%0

0–5%0

Lost money · 1

0–5%1WorstSCEC−0.9%

5–10%0

More than 10%0

Sterling Capital ETFs · past-year returns · 1 funds with a full year · as of Nov 4, 2026

Sterling Capital’s Returns by Bucket

1Y

BucketYTD1YMoney made

Bonds & cash4 funds · $921M−1.2%−0.9%−$5.9M

Income2 funds · $503M+3.3%[…][…]

Sterling Capital ETFs by bucket · asset-weighted returns · money made is an estimate: AUM × return · Nov 4, 2026

Sterling Capital’s Best ETFs

YTD

+4.8%SCEP, Hedged Equity Premium Income, led Sterling Capital

1SCEPHedged Equity Premium Income+4.8%

2SCMCMulti-Strategy Income+1.8%

Sterling Capital ETFs · year-to-date returns · as of Nov 4, 2026

Sterling Capital’s Worst ETFs

YTD

−1.5%SCEC, Enhanced Core Bond

1SCECEnhanced Core Bond−1.5%

2SCNMNational Municipal Bond−0.7%

Sterling Capital ETFs · year-to-date returns · as of Nov 4, 2026

Sterling Capital’s ETF Returns

YTD

2–2up · down this year
of 4 funds that traded Jan 1

Funds per 5-point band of YTD return (%). 2 are 2026 launches.

Typical+0.6%

BestSCEP +4.8%

WorstSCEC −1.5%

Sterling Capital ETFs · year-to-date returns · as of Nov 4, 2026

Top 1 Sterling Capital ETFs

1Y

SCEC−0.9%

Best first · dashed line = Sterling Capital typical −0.9%

Sterling Capital ETFs · past-year returns · as of Nov 4, 2026

Sterling Capital’s Money Made

1Y

−$5.9Mmade by the 1 largest

Sterling Capital ETFs · past-year money made · as of Nov 4, 2026 · estimate: AUM × return

Sterling Capital’s Best and Worst ETFs

1Y

Best 1 of 1

SCECEnhanced Core Bond−0.9%

End-of-day Nov 4, 2026 · funds with a full year

Sterling Capital’s Record by Bucket

1Y

Bonds & cash0 of 1

Sterling Capital ETFs · past-year returns · as of Nov 4, 2026

Money Made by ETF Issuers

1Y

$1.47Tmade by all US ETFs · an estimate

#IssuerMade

1Vanguard$435B

2iShares$381B

3SPDR$208B

4Invesco$95.7B

5Schwab$83.8B

End-of-day Nov 4, 2026

Sterling Capital’s Losing ETFs

1Y

1fund lost money1 bond fund

FundCategoryPast year1Y ▲Assets

SCECEnhanced Core BondBonds & cash−0.9%$618M

Sterling Capital ETFs · past-year returns · as of Nov 4, 2026 · worst first

Sterling Capital’s Newest ETFs

1Y

5funds not in the record yet

First 1Y onFunds

Dec 11, 2026SCEP SCMC SCNM

Mar 30, 2027SCSB SCUB

A fund joins Win % and typical return once it has a full year of prices.

Sterling Capital ETFs · launched in the past year · as of Nov 4, 2026

SCSterling Capital

Record

Sterling Capital