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BEGIX: Sterling Capital Equity Income Instl (MUTUAL FUND)
Basic Info 23.83 0.03(0.13%) February 23
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 02/04/2005 |
| Last Dividend Date: | 12/30/2020 |
| 12-Mo. Yield | 10.80% |
| Expenses | 0.96% |
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Performance Analytics (As of 02/19/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.0 | 3.2 | 15.7 | 11.7 | 14.9 | 10.8 | 8.2 | 8.3 | 8.3 | 25.4 | -0.7 | 21.0 | 15.6 | -2.9 | 4.2 | 24.1 | 10.2 | 8.2 | 16.3 | 20.6 | -27.9 | 2.7 | 13.5 | 6.0 | 10.7 |
| SR | NA | 1.89 | 0.3 | 0.44 | 0.74 | 0.64 | NA | 0.46 | 0.22 | 2.05 | -0.13 | 2.92 | 1.17 | -0.21 | 0.42 | 2.67 | 1.09 | 0.48 | 1.26 | 0.95 | -0.82 | -0.02 | 0.96 | 0.4 | 5.2 |
| DD(%) | NA | 4.8 | 36.5 | 37.0 | 37.0 | 37.0 | NA | 47.8 | 37.0 | 5.9 | 14.8 | 3.4 | 7.8 | 13.0 | 8.6 | 4.7 | 7.1 | 13.1 | 10.7 | 23.8 | 41.4 | 8.8 | 5.3 | 6.2 | 3.8 |
| SD(%) | NA | 14.2 | 35.9 | 23.4 | 19.3 | 16.4 | NA | 17.4 | 35.8 | 11.7 | 16.0 | 7.0 | 13.2 | 14.3 | 9.8 | 9.0 | 9.3 | 17.0 | 12.9 | 21.6 | 35.0 | 14.3 | 10.7 | 9.6 | 8.9 |
| TR | NA | 0.28 | 0.11 | 0.1 | 0.15 | 0.12 | NA | 0.1 | 0.08 | 0.25 | -0.02 | 0.23 | 0.16 | -0.03 | 0.05 | 0.31 | 0.15 | 0.12 | 0.24 | 0.31 | -0.37 | 0.0 | 0.11 | 0.05 | 0.57 |
| Alpha(%) | NA | -0.04 | 0.02 | 0.01 | 0.01 | 0.0 | NA | 0.01 | 0.02 | 0.0 | 0.02 | 0.02 | 0.0 | -0.01 | -0.03 | 0.0 | 0.0 | 0.03 | 0.02 | 0.02 | 0.0 | 0.01 | -0.02 | 0.0 | 0.04 |
| Beta(%) | NA | 0.94 | 0.98 | 0.98 | 0.98 | 0.89 | NA | 0.81 | 0.99 | 0.96 | 0.99 | 0.88 | 0.95 | 0.9 | 0.86 | 0.77 | 0.7 | 0.7 | 0.68 | 0.66 | 0.78 | 0.79 | 0.91 | 0.82 | 0.81 |
| RS | NA | 0.94 | 0.97 | 0.96 | 0.95 | 0.93 | NA | 0.91 | 0.97 | 0.88 | 0.95 | 0.79 | 0.92 | 0.95 | 0.9 | 0.91 | 0.9 | 0.95 | 0.92 | 0.92 | 0.94 | 0.88 | 0.65 | 0.83 | 0.78 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/04/2005
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