Sterling Capital Enhanced Core Bond ETF
$24.00−0.09 (−0.36%)
- 0.39%
- $617M
- −0.9%
- 5.17%
- 87.5K sh
- low $23.57high $25.68
The ETF.net SCEC Grade
B
Score 57 out of 100
- 65 of 116
Score 57 of 100 falls in the B band. A is 70 or higher, B 55 to under 70, C 40 to under 55, D 25 to under 40, F under 25.
Cost
The fund’s net expense ratio, ranked against its category.D36 out of 100Rank 67 of 115Mission
Whether the fund did what it promised, tested against its stated mandate.A100 out of 100Rank 1 of 100Risk
How the fund held up when markets fell: downside volatility, drawdowns and tail loss.C47 out of 100Rank 55 of 116Tradability
How easy the fund is to trade: daily volume, and how far its price strays from net asset value.C40 out of 100Rank 82 of 116Holdings
How concentrated the fund is, and how complete and current its disclosed holdings are.A71 out of 100Rank 28 of 115Durability
Whether the fund is likely to stay open, judged by its age, its assets and its issuer’s assets.D34 out of 100Rank 94 of 116
Our read on SCEC
In short
BA core bond fund that declines to take core bond rate risk. Sterling's active team stays anchored in investment-grade credit but holds average duration to 18 months or less, so yield swings hit the portfolio far more softly.
Stated mandate
The Fund seeks enhanced core-bond exposure by actively allocating primarily to fixed-income securities, with investment-grade bonds as the main focus and limited below-investment-grade exposure. It maintains an average duration of 18 months or less.
Why people hold it
Worth knowing
SCEC Performance
Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.
Not enough history yet.Not enough history yet.Not enough history yet.
SCEC$9,908
Returns run to the Oct 30, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.
| Period | SCEC |
|---|---|
| Year to date | −1.4% |
| 1 month | +1.9% |
| 3 months | −0.6% |
| 1 year | −0.9% |
| 3 years | |
| 5 years | |
| 10 years |
Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.
| Year | Return bar | SCEC |
|---|---|---|
| 2026 YTD | −1.4% | |
| 2025 | +5.0% |
SCEC in the news
SCEC Dividends
- 5.17%
- $1.24
- $0.10 per share
- Monthly
SCEC Risk
- 4.1%
How it’s calculated: standard deviation
The sample standard deviation of monthly total returns, multiplied by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.
- −0.52
How it’s calculated: Sharpe ratio
Subtract each month’s Treasury-bill return from the fund’s monthly total return.
Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.
- −4.8%
How it’s calculated: maximum drawdown
The largest percentage decline from an earlier peak, using total returns with reinvested distributions.
Uses up to five years through the last close, with at least 12 months required.
- 0.09
How it’s calculated: beta
The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.
FMP measures it over up to five years of monthly returns.
SCEC Cost
Overpaying vs BKAG, cheapest in US Aggregate Bond
$7,898
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
SCEC 0.39%
$7,898
BKAG 0.00% Cheapest
$0
Cost over time
Year by year
| Year | SCEC | BKAG | Overpaying |
|---|---|---|---|
| 10 | $705 | $0 | $705 |
| 20 | $2,725 | $0 | $2,725 |
| 30 | $7,898 | $0 | $7,898 |
Other funds in US Aggregate Bond
- BGTOSInvesco Short Duration Total Return Bond ETFExpense ratio 0.30%1 year return +2.6%
- BPTRBPGIM Total Return Bond ETFExpense ratio 0.49%1 year return −0.4%
- BBLTDBluemonte Long Term Bond ETFExpense ratio 0.22%1 year return −3.1%
- BCPLSAB Core Plus Bond ETFExpense ratio 0.30%1 year return −1.2%
- CCRUXColumbia Core Bond ETFExpense ratio 0.32%1 year return
