Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/13/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BBGVX (STERLING CAPITAL INTERMEDIATE US GOVERNMENT FUND INSTITUTIONAL CLASS) | 0.93% | 3.91% | 1.53% | -0.64% | 0.89% | 1.38% | 2.30% | 2.86% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BBGVX (STERLING CAPITAL INTERMEDIATE US GOVERNMENT FUND INSTITUTIONAL CLASS) | 06/20/1996 | 05/13/2025 |
The return data shown below all have the same latest date: 05/13/2025.
AR inception is since 06/20/1996.
AR inception is since 06/20/1996.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.80 | 3.91 | 1.53 | -0.64 | 0.89 | 1.38 | 2.30 | 2.86 | 0.93 | 2.00 | 4.64 | -9.36 | -1.77 | 5.14 | 5.41 | 0.66 | 1.49 | 0.69 | 0.29 | 3.70 | -2.20 | 2.29 | 6.35 | 3.71 | 3.18 | 8.21 | 6.89 | 4.31 | 1.91 | 2.35 | 2.18 | 10.63 | 6.41 | 12.16 | -7.24 | 2.90 | 2.56 | 2.31 |
| Sharpe Ratio | NA | -0.45 | -0.46 | -0.69 | -0.20 | NA | NA | 0.29 | 0.31 | -1.04 | 0.07 | -1.82 | -0.74 | 1.66 | 1.35 | -0.28 | 0.41 | 0.19 | 0.10 | 1.67 | -0.76 | 0.93 | 1.77 | 0.99 | 0.76 | 1.09 | 1.04 | 0.31 | -0.09 | 0.42 | 0.28 | 2.11 | 0.75 | 1.77 | -2.74 | -0.09 | -0.20 | 0.21 |
| Standard Deviation(%) | NA | 4.31 | 5.43 | 4.58 | 3.76 | NA | NA | 4.02 | 4.59 | 4.43 | 5.93 | 5.93 | 2.44 | 2.94 | 2.98 | 2.38 | 2.14 | 2.57 | 2.57 | 2.21 | 2.96 | 2.43 | 3.57 | 3.67 | 4.05 | 6.66 | 3.77 | 3.43 | 2.86 | 3.40 | 5.28 | 4.51 | 5.50 | 4.56 | 3.82 | 4.85 | 4.71 | 4.23 |
| Draw Down(%) | NA | 3.96 | 7.79 | 14.03 | 14.03 | NA | NA | 14.03 | 2.04 | 3.17 | 5.52 | 12.39 | 2.35 | 3.42 | 1.60 | 2.27 | 1.49 | 3.76 | 1.79 | 0.88 | 4.20 | 1.34 | 1.78 | 3.96 | 2.01 | 3.90 | 2.53 | 2.24 | 2.25 | 3.99 | 4.33 | 2.69 | 4.87 | 3.21 | 7.66 | 4.94 | 3.56 | 2.36 |
| Yield(%) | 0.00 | 2.01 | 2.48 | 2.28 | 2.35 | 2.53 | 3.01 | 3.33 | 0.00 | 3.23 | 2.78 | 2.28 | 2.59 | 2.57 | 2.87 | 2.85 | 2.40 | 2.11 | 2.05 | 3.16 | 2.95 | 3.10 | 3.11 | 3.42 | 3.34 | 4.39 | 4.48 | 4.47 | 4.14 | 3.96 | 4.91 | 5.78 | 5.25 | 5.89 | 0.43 | 0.00 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBGVX (STERLING CAPITAL INTERMEDIATE US GOVERNMENT FUND INSTITUTIONAL CLASS) |
-4.07%
Oct 2020 - Oct 2023 |
-0.59%
Oct 2017 - Oct 2022 |
0.08%
Oct 2012 - Oct 2022 |
1.34%
Apr 2009 - Apr 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBGVX (STERLING CAPITAL INTERMEDIATE US GOVERNMENT FUND INSTITUTIONAL CLASS) |
10.11%
May 2000 - May 2003 |
6.84%
Jan 2000 - Jan 2005 |
5.94%
Jan 2000 - Jan 2010 |
4.88%
Jan 2000 - Jan 2015 |
Annualized Rolling Returns Comparison Chart