Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BBISX (STERLING CAPITAL BEHAVIORAL LARGE CAP VALUE EQUITY FUND INSTITUTIONAL CLASS) | 15.31% | 33.96% | 25.33% | 13.77% | 12.73% | 11.76% | 8.22% | … | … |
Data as of 06/05/2026, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BBISX (STERLING CAPITAL BEHAVIORAL LARGE CAP VALUE EQUITY FUND INSTITUTIONAL CLASS) | 06/21/1996 | 06/05/2026 |
| 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 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.50 | 33.96 | 25.33 | 13.77 | 12.73 | 11.76 | 8.22 | … | … | 15.31 | 23.54 | 20.93 | 12.49 | -5.49 | 31.07 | -1.57 | 20.17 | -10.28 | 18.82 | 10.69 | -2.09 | 16.10 | 27.01 | 14.52 | -3.73 | 12.09 | 19.33 | -37.13 | -5.99 | 21.51 | 7.74 | 12.58 | 24.04 | -19.59 | 0.50 | 6.28 | -2.05 | 13.17 | 33.22 | 12.64 |
| Sharpe Ratio | NA | 2.74 | 1.68 | 0.74 | 0.63 | NA | NA | … | … | 2.91 | 1.33 | 1.43 | 0.66 | -0.35 | 1.96 | -0.05 | 1.66 | -0.71 | 2.08 | 0.74 | -0.13 | 1.31 | 2.34 | 1.11 | -0.16 | 0.69 | 0.71 | -1.06 | -0.55 | 1.88 | 0.55 | 1.17 | 1.48 | -0.88 | -0.13 | 0.12 | -0.40 | 0.64 | 2.23 | 1.76 |
| Standard Deviation(%) | NA | 11.31 | 13.42 | 15.35 | 17.69 | NA | NA | … | … | 12.86 | 15.63 | 12.07 | 13.47 | 20.11 | 15.88 | 35.71 | 11.23 | 16.49 | 8.79 | 14.20 | 15.83 | 12.25 | 11.52 | 13.15 | 23.59 | 17.43 | 27.17 | 35.86 | 16.82 | 9.67 | 9.97 | 9.91 | 15.78 | 23.61 | 15.44 | 17.50 | 13.42 | 15.25 | 13.21 | 12.32 |
| Draw Down(%) | NA | 6.10 | 14.71 | 19.05 | 38.37 | NA | NA | … | … | 6.10 | 14.71 | 7.62 | 9.86 | 19.05 | 7.21 | 38.37 | 6.46 | 21.57 | 5.59 | 13.55 | 12.61 | 9.25 | 5.58 | 10.03 | 22.35 | 16.22 | 26.65 | 45.66 | 16.02 | 6.97 | 5.88 | 6.38 | 15.85 | 34.30 | 14.85 | 12.29 | 16.24 | 17.55 | 8.07 | 7.79 |
| Yield(%) | 0.00 | 1.71 | 2.32 | 1.90 | 3.97 | 4.53 | 3.90 | … | … | 0.38 | 1.86 | 2.22 | 1.93 | 1.86 | 0.57 | 3.05 | 6.03 | 9.53 | 3.27 | 2.09 | 1.61 | 1.41 | 1.31 | 1.33 | 1.22 | 1.75 | 1.19 | 1.21 | 15.91 | 19.74 | 9.73 | 1.69 | 1.89 | 1.34 | 3.99 | 7.98 | 9.22 | 5.61 | 10.44 | 5.41 |
Data as of 06/05/2026, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBISX (STERLING CAPITAL BEHAVIORAL LARGE CAP VALUE EQUITY FUND INSTITUTIONAL CLASS) |
-17.89%
Feb 2006 – Feb 2009 |
-7.48%
Feb 2004 – Feb 2009 |
-2.49%
Feb 1999 – Feb 2009 |
2.67%
Mar 1998 – Mar 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBISX (STERLING CAPITAL BEHAVIORAL LARGE CAP VALUE EQUITY FUND INSTITUTIONAL CLASS) |
26.29%
May 2023 – May 2026 |
19.11%
Feb 2009 – Feb 2014 |
13.09%
Feb 2009 – Feb 2019 |
12.02%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart