Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BAERX (STERLING CAPITAL EQUITY INCOME FUND CLASS R) | NA | 29.13% | 16.23% | 15.59% | 12.36% | NA | NA | … | … |
Data as of 11/16/2021, Common starting date is 02/02/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BAERX (STERLING CAPITAL EQUITY INCOME FUND CLASS R) | 02/02/2010 | 11/16/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.21 | 29.13 | 16.23 | 15.59 | 12.36 | NA | NA | … | … | 24.57 | 7.89 | 24.70 | -1.14 | 20.32 | 14.86 | -3.47 | 3.67 | 23.50 | 9.58 | 7.90 | 15.06 |
| Sharpe Ratio | NA | 2.48 | 0.67 | 0.77 | 0.75 | NA | NA | … | … | 2.45 | 0.21 | 1.99 | -0.15 | 2.84 | 1.11 | -0.24 | 0.37 | 2.60 | 1.02 | 0.46 | 1.27 |
| Standard Deviation(%) | NA | 11.55 | 23.15 | 19.23 | 15.86 | NA | NA | … | … | 11.61 | 35.77 | 11.68 | 15.99 | 6.95 | 13.20 | 14.31 | 9.82 | 9.01 | 9.38 | 17.10 | 12.94 |
| Draw Down(%) | NA | 4.86 | 37.08 | 37.08 | 37.08 | NA | NA | … | … | 4.86 | 37.08 | 5.89 | 14.88 | 3.39 | 7.83 | 13.12 | 8.73 | 4.77 | 7.18 | 13.23 | 10.54 |
| Yield(%) | 0.00 | 0.98 | 5.07 | 6.36 | 6.50 | 5.29 | 3.97 | … | … | 0.76 | 1.36 | 6.54 | 8.70 | 12.06 | 1.56 | 7.47 | 4.34 | 5.18 | 2.32 | 1.47 | 1.48 |
Data as of 11/16/2021, Common starting date is 02/02/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAERX (STERLING CAPITAL EQUITY INCOME FUND CLASS R) |
2.15%
Mar 2017 – Mar 2020 |
3.97%
Mar 2015 – Mar 2020 |
7.41%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAERX (STERLING CAPITAL EQUITY INCOME FUND CLASS R) |
17.55%
Jun 2010 – Jun 2013 |
16.10%
Oct 2016 – Oct 2021 |
12.48%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart