Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BBSGX (STERLING CAPITAL SHORT DURATION BOND FUND INSTITUTIONAL CLASS) | 1.95% | 5.11% | 4.58% | 2.24% | 2.34% | 2.17% | 2.60% | 2.57% |
Data as of 07/08/2025, AR inception is 06/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BBSGX (STERLING CAPITAL SHORT DURATION BOND FUND INSTITUTIONAL CLASS) | 06/20/1996 | 07/08/2025 |
| 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 (%) | -0.12 | 5.11 | 4.58 | 2.24 | 2.34 | 2.17 | 2.60 | 2.57 | 1.95 | 5.11 | 5.72 | -3.17 | -0.11 | 4.24 | 4.73 | 1.34 | 1.77 | 1.91 | 0.57 | 0.97 | 1.00 | 4.21 | 1.82 | 1.85 | 2.45 | 5.04 | 5.98 | 3.87 | 1.45 | 0.99 | 1.23 | 5.88 | 6.76 | 8.49 | -3.38 | 1.43 | 0.41 | 0.72 |
| Sharpe Ratio | NA | 1.05 | 0.51 | 0.09 | 0.50 | NA | NA | 0.49 | 0.44 | -0.70 | 0.57 | -2.10 | -0.13 | 1.50 | 2.02 | 0.02 | 0.95 | 1.30 | 0.37 | 0.72 | 0.71 | 3.15 | 0.83 | 1.00 | 1.08 | 1.44 | 1.39 | 0.34 | -0.47 | 0.03 | 0.29 | 2.06 | 1.58 | 1.68 | -3.20 | -0.83 | -1.62 | -0.95 |
| Standard Deviation(%) | NA | 2.03 | 2.29 | 1.99 | 1.86 | NA | NA | 1.99 | 1.94 | 2.13 | 2.58 | 2.18 | 1.07 | 2.66 | 1.65 | 1.22 | 1.20 | 1.31 | 1.46 | 1.33 | 1.36 | 1.33 | 2.15 | 1.75 | 2.17 | 2.84 | 2.16 | 1.77 | 1.53 | 1.91 | 1.85 | 2.32 | 2.86 | 2.62 | 2.06 | 2.29 | 1.91 | 2.23 |
| Draw Down(%) | NA | 0.95 | 2.03 | 5.35 | 5.60 | NA | NA | 5.69 | 0.95 | 0.83 | 1.22 | 4.77 | 0.85 | 5.60 | 0.69 | 0.59 | 0.35 | 0.83 | 0.55 | 0.66 | 1.52 | 0.53 | 1.49 | 1.56 | 0.93 | 1.47 | 0.63 | 0.63 | 0.83 | 1.96 | 1.76 | 1.20 | 1.78 | 1.26 | 3.92 | 2.17 | 1.94 | 1.23 |
| Yield(%) | 0.00 | 4.05 | 3.70 | 2.98 | 2.81 | 2.82 | 3.05 | 2.90 | 1.57 | 4.70 | 3.51 | 2.31 | 2.18 | 2.57 | 2.92 | 2.82 | 2.68 | 2.70 | 3.02 | 3.24 | 3.32 | 3.52 | 3.79 | 2.36 | 3.25 | 3.58 | 5.09 | 3.58 | 3.39 | 2.91 | 3.31 | 4.56 | 5.28 | 5.71 | 0.44 | 0.00 | 0.00 | 0.00 |
Data as of 07/08/2025, AR inception is 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBSGX (STERLING CAPITAL SHORT DURATION BOND FUND INSTITUTIONAL CLASS) |
-0.85%
Nov 1996 - Nov 1999 |
1.05%
Apr 2013 - Apr 2018 |
1.20%
Oct 2012 - Oct 2022 |
1.79%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBSGX (STERLING CAPITAL SHORT DURATION BOND FUND INSTITUTIONAL CLASS) |
7.12%
Jan 2000 - Jan 2003 |
4.68%
Jan 2000 - Jan 2005 |
4.28%
Jan 2000 - Jan 2010 |
3.48%
Jan 2000 - Jan 2015 |
Annualized Rolling Returns Comparison Chart