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BBSGX: STERLING CAPITAL SHORT DURATION BOND FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 8.23 0(0.0%) April 17
Asset Class: | Short-Term Bond |
MyPlanIQ Rating: | (97%) |
Start Date: | 06/20/1996 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 3.23% |
Expenses | 1.43% |
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Performance Analytics (As of 04/12/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2023 | 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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.1 | 0.4 | 4.6 | 0.9 | 2.0 | 1.7 | 1.9 | 2.3 | 2.4 | 4.9 | -3.2 | -0.1 | 4.2 | 4.7 | 1.3 | 1.8 | 1.9 | 0.6 | 1.0 | 1.0 | 4.2 | 1.8 | 1.8 | 2.4 | 5.0 | 6.0 | 3.9 | 1.4 | 1.0 | 1.2 | 5.9 | 6.8 | 8.5 | -3.4 | 1.4 | 0.4 | 0.7 |
Sharpe Ratio | NA | -0.83 | 0.28 | -0.6 | 0.21 | 0.39 | NA | NA | 0.48 | 0.26 | -2.1 | -0.13 | 1.5 | 2.02 | 0.02 | 0.95 | 1.3 | 0.37 | 0.72 | 0.71 | 3.15 | 0.83 | 1.0 | 1.08 | 1.44 | 1.39 | 0.34 | -0.47 | 0.03 | 0.29 | 2.06 | 1.58 | 1.68 | -3.2 | -0.83 | -1.62 | -0.95 |
Draw Down(%) | NA | 0.7 | 1.2 | 5.3 | 5.6 | 5.6 | NA | NA | 5.7 | 1.2 | 4.8 | 0.8 | 5.6 | 0.7 | 0.6 | 0.3 | 0.8 | 0.6 | 0.7 | 1.5 | 0.5 | 1.5 | 1.6 | 0.9 | 1.5 | 0.6 | 0.6 | 0.8 | 2.0 | 1.8 | 1.2 | 1.8 | 1.3 | 3.9 | 2.2 | 1.9 | 1.2 |
Standard Deviation(%) | NA | 2.3 | 2.4 | 2.2 | 2.2 | 1.8 | NA | NA | 2.0 | 2.5 | 2.2 | 1.1 | 2.7 | 1.6 | 1.2 | 1.2 | 1.3 | 1.5 | 1.3 | 1.4 | 1.3 | 2.2 | 1.8 | 2.2 | 2.8 | 2.2 | 1.8 | 1.5 | 1.9 | 1.9 | 2.3 | 2.9 | 2.6 | 2.1 | 2.3 | 1.9 | 2.2 |
Treynor Ratio | NA | -0.03 | 0.01 | -0.02 | 0.01 | 0.01 | NA | NA | 0.01 | 0.01 | -0.09 | 0.0 | 0.05 | 0.04 | 0.0 | 0.02 | 0.03 | 0.01 | 0.01 | 0.02 | 0.06 | 0.02 | 0.02 | 0.04 | 0.09 | 0.04 | 0.01 | -0.01 | 0.0 | 0.01 | 0.07 | 0.06 | 0.05 | -0.12 | -0.04 | -0.07 | -0.04 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.02 | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 | -0.03 | -0.01 | -0.02 | -0.02 |
Beta | NA | 0.71 | 0.63 | 0.57 | 0.64 | 0.63 | NA | NA | 0.64 | 0.62 | 0.51 | 0.48 | 0.84 | 0.74 | 0.59 | 0.64 | 0.56 | 0.6 | 0.67 | 0.61 | 0.67 | 0.99 | 0.72 | 0.63 | 0.46 | 0.73 | 0.8 | 0.76 | 0.81 | 0.72 | 0.72 | 0.8 | 0.9 | 0.54 | 0.51 | 0.47 | 0.56 |
RSquared | NA | 0.78 | 0.73 | 0.72 | 0.72 | 0.65 | NA | NA | 0.59 | 0.77 | 0.74 | 0.39 | 0.82 | 0.61 | 0.44 | 0.48 | 0.48 | 0.47 | 0.46 | 0.37 | 0.39 | 0.51 | 0.66 | 0.67 | 0.42 | 0.7 | 0.67 | 0.61 | 0.76 | 0.74 | 0.72 | 0.82 | 0.78 | 0.44 | 0.39 | 0.36 | 0.52 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/08/1993
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