Performance analysis of LCG (Sterling Capital Focus Equity ETF)
Annual Return
Over the past 3 years, LCG has had an average annual return of +12.54%, underperforming the benchmark SPY, which returned +21.43% annual.
Over the past 5 years, LCG has had an average annual return of +4.26%, underperforming the benchmark SPY, which returned +12.35% annual.
Since Aug 27, 2020, LCG has had an average annual return of +5.45%, underperforming the benchmark SPY, which returned +14.81% annual.
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +11.39% | +4.28% | +43.52% | -35.14% | +15.75% | +5.43% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | +7.09% | -3.38% | -9.65% | +1.55% | +7.99% | +3.89% | +1.01% | +1.79% | +1.01% | +3.31% | -2.54% | +11.39% | |
| 2024 | +0.09% | +6.72% | +0.56% | -11.56% | -3.03% | +2.97% | +0.12% | +4.63% | +1.80% | -2.37% | +11.62% | -5.41% | +4.28% |
| 2023 | +11.90% | -4.29% | +7.24% | -0.29% | +6.55% | +6.43% | +3.87% | -6.55% | -7.42% | -6.17% | +19.56% | +9.60% | +43.52% |
| 2022 | -12.11% | -3.83% | +2.02% | -14.12% | -7.21% | -5.57% | +13.74% | -5.30% | -12.09% | +7.58% | +4.93% | -6.49% | -35.14% |
| 2021 | -3.82% | +4.03% | -1.76% | +8.41% | -1.99% | +5.42% | +4.18% | +1.73% | -4.48% | +7.90% | -4.64% | +0.93% | +15.75% |
| 2020 | +0.93% | -4.55% | -4.94% | +12.37% | +2.45% | +5.43% |
Drawdown analysis of LCG (Sterling Capital Focus Equity ETF)
The maximum drawdown for the LCG was -44.50%, occurring on Oct 14, 2022. Recovery took 584 trading sessions.
The current LCG drawdown is -3.66%.
Since Aug 27, 2020 LCG has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -44.50% | Nov 16, 2021 | 229 | Oct 14, 2022 | 584 | Feb 13, 2025 | 813 |
| -24.91% | Feb 18, 2025 | 35 | Apr 8, 2025 | 104 | Sep 8, 2025 | 139 |
| -11.69% | Sep 2, 2020 | 41 | Oct 30, 2020 | 24 | Dec 4, 2020 | 65 |
| -8.94% | Feb 12, 2021 | 13 | Mar 4, 2021 | 27 | Apr 13, 2021 | 40 |
| -8.73% | Apr 27, 2021 | 11 | May 12, 2021 | 25 | Jun 17, 2021 | 36 |
| -6.74% | Sep 3, 2021 | 20 | Oct 4, 2021 | 10 | Oct 18, 2021 | 30 |
| -5.33% | Jan 8, 2021 | 12 | Jan 27, 2021 | 4 | Feb 2, 2021 | 16 |
| -4.70% | Oct 6, 2025 | 4 | Oct 10, 2025 | 10 | Oct 24, 2025 | 14 |
| -4.10% | Nov 3, 2025 | 4 | Nov 7, 2025 | Ongoing | Ongoing | Ongoing |
| -2.97% | Jul 23, 2021 | 18 | Aug 18, 2021 | 5 | Aug 25, 2021 | 23 |
| -2.86% | Dec 18, 2020 | 11 | Jan 6, 2021 | 2 | Jan 8, 2021 | 13 |
| -2.86% | Sep 9, 2025 | 1 | Sep 10, 2025 | 6 | Sep 18, 2025 | 7 |
| -2.69% | Sep 22, 2025 | 3 | Sep 25, 2025 | 7 | Oct 6, 2025 | 10 |
| -2.46% | Jul 7, 2021 | 8 | Jul 19, 2021 | 3 | Jul 22, 2021 | 11 |
| -2.34% | Dec 4, 2020 | 3 | Dec 9, 2020 | 6 | Dec 17, 2020 | 9 |
| -1.54% | Nov 9, 2021 | 2 | Nov 11, 2021 | 1 | Nov 12, 2021 | 3 |
| -1.50% | Oct 26, 2021 | 2 | Oct 28, 2021 | 6 | Nov 5, 2021 | 8 |
| -1.49% | Apr 15, 2021 | 3 | Apr 20, 2021 | 3 | Apr 23, 2021 | 6 |
| -1.25% | Oct 27, 2025 | 2 | Oct 29, 2025 | 3 | Nov 3, 2025 | 5 |
| -0.85% | Jun 29, 2021 | 1 | Jun 30, 2021 | 2 | Jul 2, 2021 | 3 |
| -0.85% | Apr 13, 2021 | 1 | Apr 14, 2021 | 1 | Apr 15, 2021 | 2 |
| -0.74% | Aug 25, 2021 | 1 | Aug 26, 2021 | 1 | Aug 27, 2021 | 2 |
| -0.61% | Oct 19, 2021 | 1 | Oct 20, 2021 | 1 | Oct 21, 2021 | 2 |
| -0.58% | Aug 30, 2021 | 1 | Aug 31, 2021 | 1 | Sep 1, 2021 | 2 |
| -0.34% | Jun 17, 2021 | 1 | Jun 18, 2021 | 1 | Jun 21, 2021 | 2 |