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BBSGX: Sterling Capital Short-Term Bond I (MUTUAL FUND)
Basic Info 8.18 0.01(0.12%) March 31
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 06/20/1996 |
| Last Dividend Date: | 02/28/2023 |
| 12-Mo. Yield | 2.34% |
| Expenses | 0.54% |
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Performance Analytics (As of 03/30/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.2 | 1.6 | 2.7 | 2.2 | 2.3 | 1.7 | 2.0 | 2.5 | -1.5 | 0.2 | 4.2 | 1.8 | -1.5 | -0.9 | -0.8 | -2.4 | -2.3 | -2.3 | 0.6 | -2.0 | -0.5 | -0.8 | 1.4 | 0.7 | 0.2 | -2.0 | -1.9 | -2.1 | 1.2 | 1.3 | 2.5 | -3.8 | 1.4 | 0.4 | 0.7 |
| SR | NA | 0.82 | 0.07 | 1.13 | 0.66 | 0.64 | NA | 0.55 | -1.17 | 0.17 | 1.5 | -15.73 | -25.69 | -20.7 | -32.78 | -18.66 | -22.43 | -20.16 | -20.92 | -11.89 | -13.02 | -10.54 | -6.83 | -13.96 | -16.24 | -18.3 | -13.2 | -13.6 | -9.65 | -8.73 | -11.01 | -3.43 | -0.83 | -1.62 | -0.95 |
| DD(%) | NA | 1.1 | 1.7 | 3.3 | 5.6 | 5.6 | NA | 5.7 | 3.3 | 0.6 | 5.6 | 0.7 | 1.7 | 1.1 | 1.6 | 2.7 | 2.6 | 2.6 | 0.7 | 2.8 | 1.8 | 1.6 | 2.4 | 0.9 | 1.3 | 2.2 | 2.6 | 2.6 | 1.5 | 2.1 | 1.8 | 3.9 | 2.2 | 1.9 | 1.2 |
| SD(%) | NA | 3.2 | 2.7 | 2.1 | 2.1 | 1.7 | NA | 2.0 | 2.5 | 1.2 | 2.7 | 1.4 | 0.9 | 1.0 | 1.1 | 1.1 | 0.9 | 1.0 | 0.9 | 1.7 | 1.5 | 1.8 | 2.7 | 1.5 | 1.4 | 1.3 | 1.6 | 1.6 | 1.9 | 2.3 | 1.9 | 2.1 | 2.3 | 1.9 | 2.2 |
| TR | NA | 0.04 | 0.0 | 0.04 | 0.02 | 0.02 | NA | 0.02 | -0.05 | 0.0 | 0.05 | -4.36 | -0.97 | -0.5 | -0.98 | -0.52 | -0.65 | -0.56 | -0.95 | -0.36 | -0.36 | -0.43 | -0.46 | -0.52 | -0.59 | -0.6 | -0.38 | -0.46 | -0.41 | -0.41 | -0.49 | -0.14 | -0.04 | -0.07 | -0.04 |
| Alpha(%) | NA | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | -0.07 | -0.07 | -0.05 | -0.09 | -0.05 | -0.06 | -0.05 | -0.06 | -0.04 | -0.04 | -0.06 | -0.03 | -0.05 | -0.06 | -0.06 | -0.04 | -0.05 | -0.04 | -0.05 | -0.05 | -0.03 | -0.01 | -0.02 | -0.02 |
| Beta(%) | NA | 0.67 | 0.58 | 0.61 | 0.66 | 0.65 | NA | 0.65 | 0.55 | 0.55 | 0.84 | 0.05 | 0.24 | 0.41 | 0.35 | 0.41 | 0.32 | 0.37 | 0.19 | 0.57 | 0.53 | 0.45 | 0.39 | 0.41 | 0.37 | 0.38 | 0.57 | 0.46 | 0.45 | 0.5 | 0.42 | 0.51 | 0.51 | 0.46 | 0.56 |
| RS | NA | 0.83 | 0.75 | 0.68 | 0.69 | 0.62 | NA | 0.59 | 0.72 | 0.45 | 0.83 | 0.02 | 0.13 | 0.3 | 0.3 | 0.36 | 0.23 | 0.24 | 0.07 | 0.27 | 0.5 | 0.48 | 0.35 | 0.44 | 0.25 | 0.23 | 0.5 | 0.42 | 0.42 | 0.48 | 0.34 | 0.4 | 0.39 | 0.36 | 0.51 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/20/1996
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