Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BASCX (STERLING CAPITAL SOUTH CAROLINA INTERMEDIATE TAX-FREE FUND A CLASS) | 0.46% | 4.64% | 2.58% | 0.39% | 1.25% | 1.94% | 2.66% | … | … |
Data as of 06/03/2026, Common starting date is 10/20/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BASCX (STERLING CAPITAL SOUTH CAROLINA INTERMEDIATE TAX-FREE FUND A CLASS) | 10/20/1997 | 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 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.38 | 4.64 | 2.58 | 0.39 | 1.25 | 1.94 | 2.66 | … | … | 0.46 | 3.87 | 0.31 | 3.74 | -6.18 | 0.32 | 4.04 | 5.35 | 0.62 | 3.13 | -0.59 | 2.35 | 5.39 | -2.19 | 4.59 | 8.26 | 2.84 | 9.23 | 2.24 | 3.55 | 3.50 | 1.27 | 2.55 | 3.51 | 9.12 | 4.80 | 9.30 | -5.99 | 0.68 | 2.60 |
| Sharpe Ratio | NA | 0.94 | -0.17 | -0.81 | -0.13 | NA | NA | … | … | -0.81 | 0.32 | -1.35 | 0.03 | -2.60 | 0.20 | 0.58 | 2.37 | -0.53 | 1.30 | -0.36 | 1.33 | 3.25 | -0.76 | 2.14 | 4.01 | 1.20 | 3.24 | 0.29 | 0.19 | 0.04 | -0.45 | 0.49 | 0.92 | 2.73 | 0.94 | 2.31 | -4.42 | -1.12 | 4.52 |
| Standard Deviation(%) | NA | 1.92 | 2.76 | 2.67 | 3.04 | NA | NA | … | … | 2.29 | 3.13 | 2.46 | 2.85 | 2.94 | 1.46 | 6.56 | 1.63 | 1.45 | 1.91 | 2.24 | 1.74 | 1.65 | 2.92 | 2.14 | 2.05 | 2.28 | 2.82 | 4.41 | 2.15 | 2.15 | 2.20 | 3.21 | 3.04 | 2.92 | 2.53 | 2.19 | 2.12 | 2.48 | 2.23 |
| Draw Down(%) | NA | 2.43 | 3.94 | 9.99 | 9.99 | NA | NA | … | … | 2.43 | 3.30 | 2.05 | 5.10 | 9.44 | 1.99 | 9.66 | 1.69 | 1.91 | 2.11 | 4.82 | 2.29 | 1.17 | 5.76 | 2.14 | 1.89 | 3.71 | 2.46 | 6.97 | 1.66 | 1.40 | 2.26 | 5.19 | 4.44 | 2.94 | 3.40 | 2.44 | 7.58 | 3.07 | 0.49 |
| Yield(%) | 0.00 | 2.37 | 2.39 | 1.94 | 1.86 | 2.12 | 2.60 | … | … | 0.83 | 2.56 | 2.45 | 2.05 | 1.63 | 1.44 | 1.70 | 1.92 | 1.86 | 1.84 | 1.78 | 2.23 | 2.20 | 1.91 | 2.85 | 3.12 | 2.76 | 3.19 | 4.98 | 4.24 | 3.53 | 4.87 | 3.80 | 3.28 | 3.52 | 3.76 | 4.03 | 0.30 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 10/20/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BASCX (STERLING CAPITAL SOUTH CAROLINA INTERMEDIATE TAX-FREE FUND A CLASS) |
-2.48%
Oct 2020 – Oct 2023 |
-0.23%
Jul 2020 – Jul 2025 |
0.87%
Oct 2012 – Oct 2022 |
1.75%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BASCX (STERLING CAPITAL SOUTH CAROLINA INTERMEDIATE TAX-FREE FUND A CLASS) |
8.60%
May 2000 – May 2003 |
6.03%
Jan 2000 – Jan 2005 |
5.05%
May 2000 – May 2010 |
4.65%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart