Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BBMGX (STERLING CAPITAL STRATEGIC ALLOCATION BALANCED FUND B CLASS) | NA | 7.95% | 3.00% | 6.53% | 2.81% | 3.82% | NA | … | … |
Data as of 05/26/2017, Common starting date is 03/30/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BBMGX (STERLING CAPITAL STRATEGIC ALLOCATION BALANCED FUND B CLASS) | 03/30/1999 | 05/26/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.59 | 7.95 | 3.00 | 6.53 | 2.81 | 3.82 | NA | … | … | 4.67 | 4.57 | -1.43 | 6.22 | 11.31 | 10.25 | -4.28 | 12.97 | 20.55 | -26.26 | 2.08 | 10.68 | 3.88 | 7.80 | 16.75 | -14.37 | -11.88 | -7.36 | 8.50 |
| Sharpe Ratio | NA | 1.08 | 0.38 | 0.89 | 0.20 | NA | NA | … | … | 2.55 | 0.49 | -0.18 | 1.06 | 1.89 | 1.27 | -0.26 | 1.05 | 1.23 | -1.24 | -0.10 | 0.99 | 0.28 | 0.90 | 1.61 | -1.14 | -1.24 | -0.87 | 0.98 |
| Standard Deviation(%) | NA | 7.05 | 7.69 | 7.33 | 12.48 | NA | NA | … | … | 4.55 | 8.85 | 8.26 | 5.86 | 5.97 | 8.09 | 16.29 | 12.30 | 16.64 | 21.86 | 9.94 | 7.46 | 6.03 | 7.61 | 9.96 | 13.56 | 11.65 | 13.06 | 8.16 |
| Draw Down(%) | NA | 5.09 | 13.11 | 13.11 | 40.92 | NA | NA | … | … | 0.91 | 7.18 | 8.97 | 4.89 | 4.34 | 7.31 | 17.00 | 9.94 | 17.83 | 34.79 | 6.41 | 6.96 | 3.99 | 6.36 | 9.46 | 20.11 | 18.14 | 14.09 | 6.67 |
| Yield(%) | 0.00 | 0.61 | 0.87 | 1.10 | 2.17 | 2.32 | 1.67 | … | … | 0.00 | 0.65 | 1.17 | 1.08 | 0.93 | 1.13 | 0.80 | 1.73 | 1.75 | 1.57 | 13.74 | 3.94 | 1.54 | 0.27 | 0.97 | 0.35 | 0.00 | 2.61 | 2.05 |
Data as of 05/26/2017, Common starting date is 03/30/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBMGX (STERLING CAPITAL STRATEGIC ALLOCATION BALANCED FUND B CLASS) |
-12.92%
Mar 2000 – Mar 2003 |
-4.31%
Feb 2004 – Feb 2009 |
-2.28%
Apr 1999 – Apr 2009 |
1.41%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBMGX (STERLING CAPITAL STRATEGIC ALLOCATION BALANCED FUND B CLASS) |
16.40%
Feb 2009 – Feb 2012 |
13.04%
Feb 2009 – Feb 2014 |
5.35%
Mar 2003 – Mar 2013 |
3.84%
Apr 2002 – Apr 2017 |
Annualized Rolling Returns Comparison Chart