Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BAMGX (STERLING CAPITAL STRATEGIC ALLOCATION BALANCED FUND A CLASS) | NA | 5.97% | 2.93% | 7.49% | 5.63% | 4.82% | 3.77% | … | … |
Data as of 01/26/2021, Common starting date is 03/30/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BAMGX (STERLING CAPITAL STRATEGIC ALLOCATION BALANCED FUND A CLASS) | 03/30/1998 | 01/26/2021 |
| 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.97 | 2.93 | 7.49 | 5.63 | 4.82 | 3.77 | … | … | 1.59 | 2.31 | 16.01 | -7.26 | 14.87 | 5.28 | -0.73 | 7.13 | 12.10 | 11.14 | -3.55 | 13.67 | 21.45 | -25.70 | 2.85 | 11.54 | 4.67 | 8.54 | 17.59 | -14.35 | -11.43 | -6.51 | 7.55 | 3.04 |
| Sharpe Ratio | NA | 0.25 | 0.16 | 0.64 | 0.51 | NA | NA | … | … | 4.80 | 0.11 | 2.32 | -0.98 | 3.48 | 0.57 | -0.09 | 1.22 | 2.02 | 1.38 | -0.22 | 1.10 | 1.29 | -1.21 | -0.02 | 1.10 | 0.41 | 1.00 | 1.71 | -1.14 | -1.07 | -0.81 | 0.51 | 0.07 |
| Standard Deviation(%) | NA | 18.81 | 12.52 | 10.53 | 10.17 | NA | NA | … | … | 5.87 | 18.83 | 6.29 | 8.73 | 4.11 | 8.86 | 8.30 | 5.84 | 5.98 | 8.08 | 16.33 | 12.35 | 16.53 | 21.88 | 9.93 | 7.55 | 6.04 | 7.61 | 9.86 | 13.53 | 13.02 | 12.97 | 8.56 | 10.38 |
| Draw Down(%) | NA | 25.80 | 25.80 | 25.80 | 25.80 | NA | NA | … | … | 0.74 | 25.80 | 3.53 | 13.41 | 1.03 | 7.04 | 8.68 | 4.88 | 4.25 | 7.16 | 16.81 | 9.78 | 17.76 | 34.46 | 6.38 | 6.94 | 3.85 | 6.05 | 9.26 | 20.02 | 20.40 | 13.82 | 6.42 | 10.76 |
| Yield(%) | 0.00 | 4.90 | 4.00 | 3.84 | 3.08 | 3.53 | 2.82 | … | … | 0.00 | 4.86 | 6.09 | 2.11 | 2.17 | 1.51 | 2.01 | 1.88 | 1.78 | 1.95 | 1.54 | 2.47 | 2.50 | 2.19 | 14.22 | 4.64 | 2.25 | 0.99 | 0.73 | 0.66 | 0.00 | 3.21 | 2.22 | 2.31 |
Data as of 01/26/2021, Common starting date is 03/30/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAMGX (STERLING CAPITAL STRATEGIC ALLOCATION BALANCED FUND A CLASS) |
-12.48%
Mar 2000 – Mar 2003 |
-4.45%
Apr 1998 – Apr 2003 |
-2.30%
Feb 1999 – Feb 2009 |
2.11%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAMGX (STERLING CAPITAL STRATEGIC ALLOCATION BALANCED FUND A CLASS) |
17.27%
Feb 2009 – Feb 2012 |
13.88%
Feb 2009 – Feb 2014 |
9.10%
Feb 2009 – Feb 2019 |
6.45%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart