Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BAEIX (STERLING CAPITAL EQUITY INCOME FUND A CLASS) | 2.37% | 3.67% | 7.20% | 3.47% | 9.38% | 9.05% | 8.42% | … | … |
Data as of 06/03/2026, Common starting date is 08/25/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BAEIX (STERLING CAPITAL EQUITY INCOME FUND A CLASS) | 08/25/2004 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.23 | 3.67 | 7.20 | 3.47 | 9.38 | 9.05 | 8.42 | … | … | 2.37 | 1.61 | 4.55 | 12.25 | -9.43 | 25.54 | 8.36 | 25.04 | -0.92 | 20.64 | 15.40 | -3.17 | 3.91 | 23.77 | 9.93 | 7.95 | 16.01 | 22.92 | -25.87 | 9.58 | 21.84 | 10.13 | 12.61 |
| Sharpe Ratio | NA | 0.19 | 0.34 | 0.06 | 0.45 | NA | NA | … | … | 0.24 | -0.09 | 0.09 | 0.71 | -0.54 | 2.09 | 0.23 | 2.01 | -0.14 | 2.88 | 1.15 | -0.22 | 0.40 | 2.64 | 1.06 | 0.46 | 1.23 | 1.06 | -0.76 | 0.47 | 1.99 | 0.84 | 4.61 |
| Standard Deviation(%) | NA | 10.50 | 12.42 | 14.36 | 17.04 | NA | NA | … | … | 11.13 | 14.88 | 10.86 | 12.22 | 20.28 | 12.21 | 35.83 | 11.70 | 15.98 | 6.98 | 13.15 | 14.27 | 9.80 | 8.98 | 9.35 | 17.08 | 12.94 | 21.46 | 35.17 | 13.88 | 9.32 | 9.35 | 8.37 |
| Draw Down(%) | NA | 7.58 | 15.86 | 15.86 | 37.04 | NA | NA | … | … | 7.58 | 13.06 | 9.47 | 11.02 | 14.91 | 5.20 | 37.04 | 5.88 | 14.83 | 3.32 | 7.84 | 13.04 | 8.67 | 4.79 | 7.09 | 13.17 | 10.75 | 23.71 | 40.62 | 7.52 | 5.35 | 5.98 | 3.69 |
| Yield(%) | 0.00 | 21.71 | 17.19 | 10.18 | 11.30 | 10.83 | 10.18 | … | … | 0.27 | 21.91 | 22.24 | 9.78 | 1.23 | 1.40 | 1.61 | 6.79 | 8.90 | 12.20 | 2.10 | 7.65 | 4.58 | 5.40 | 2.55 | 1.47 | 1.60 | 2.11 | 2.37 | 6.95 | 7.96 | 4.24 | 0.00 |
Data as of 06/03/2026, Common starting date is 08/25/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAEIX (STERLING CAPITAL EQUITY INCOME FUND A CLASS) |
-6.67%
Feb 2006 – Feb 2009 |
2.78%
May 2007 – May 2012 |
6.48%
May 2007 – May 2017 |
7.45%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAEIX (STERLING CAPITAL EQUITY INCOME FUND A CLASS) |
23.56%
Feb 2009 – Feb 2012 |
19.03%
Feb 2009 – Feb 2014 |
13.94%
Feb 2009 – Feb 2019 |
12.75%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart